Buy-side
Contract set review
Reading a full contract set for inconsistent terms, non-standard clauses and obligations that do not match the disclosure schedule.
Method
AI and automation in risk and diligence
This is a description of method, not a claim about past work.
What the tooling does
Diligence has always involved reading a great deal quickly: contracts, ledgers, policies, board minutes. We use automated tooling to widen what gets read and to flag anomalies for a person to examine — inconsistent terms across a contract set, gaps in a control narrative, figures that do not reconcile between documents.
What it does not do is form the judgement. Every flag is reviewed by a partner, every conclusion is one a named individual will defend, and nothing reaches a client that has not been checked by someone accountable for it.
Where we use these tools on an engagement, we say so in the engagement letter, and we explain what was automated and what was not.
Where we apply it
Each of these sits inside work the firm already does. None of it is a separate product, and none of it is billed as one.
Company Valuation
Document reconciliation
Figures that do not reconcile between the model, the management accounts and the statutory filings, flagged for a person to examine.
Internal Audit
Control narrative gaps
Comparing a stated control framework against the evidence supplied for it, and listing what is asserted but not evidenced.
Governance, SOX & IT Controls
Governance and SOX readiness
Mapping control documentation to the framework it claims to satisfy, before the external auditor does it for you.
Risk Reporting & Analytics
Risk reporting
Turning a large exposure set into a report a board can act on, with the working shown rather than a score.
Post-Merger Integration
Post-merger integration tracking
Tracking promised synergies against the documents that record whether they were delivered.
What we do not claim
The clearest thing a firm can say about this is where it stops.
- We do not claim an AI product. There is nothing to license and nothing to buy.
- We do not let tooling form a judgement. Every flag is reviewed by a partner before it reaches you.
- We do not put client material into a service that trains on it.
- We do not use it silently. Where it is used on an engagement, the engagement letter says so and says what was automated.
Talk to the partner who would do the work
Every engagement is led by a named partner who is accountable for the conclusions, whatever produced the first draft of them.