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Customer story · Private Equity

Bring due diligence together.
Before the committee meets.

Financial, legal and operational reviews share one deadline. This application shows how agents can prepare the analysis and its sources, so the investment team can spend more of its time on the recommendation.

Explore the customer story
Technical illustration of financial, legal and operational due diligence workstreams brought together into one evidence pack
The work
Investment committee preparation
The agent’s role
Analysis across three workstreams
The team’s authority
Judgement & investment recommendation

The challenge

Three reviews have to become one investment view.

The committee needs a coherent picture. Financial, legal and operational teams each bring a different part of it, often working in parallel against the same deadline.

Missing information and conflicting findings cannot simply disappear into a summary. Someone needs to identify the gap, understand why it matters and get it to the person who can resolve it.

With Novagentica

Give each agent a clear part of the review.

In this application, agents are organised around the financial, legal and operational work. Each has a defined brief, permitted sources and an accountable owner. The output is analysis the investment team can review alongside its supporting information.

The contracts make the boundaries explicit: what to prepare, what sources may be used and when a missing or conflicting piece of information needs a person. The work comes together in a single review pack.

How the work comes together

From the first signal to the next decision
  1. The starting point

    Financial, legal & operational briefs

  2. Within agreed rules

    Analysis from permitted sources

  3. Business Authority

    Gaps brought to the right owner

  4. Within agreed rules

    A combined review pack

  5. Business Authority

    People make the recommendation

Your team keeps authority overJudgement & investment recommendation

People & decisions

The investment judgement stays with the investment team.

An agent can help prepare a finding. It does not decide whether the investment is a good one. People review the analysis, challenge the conclusions and decide what recommendation goes to the committee.

Keeping the sources and decision record with the pack helps reviewers understand how a finding was reached and where further work is needed.

Achieved value · external benchmark

More time judging the deal. Less time assembling it.

Combine financial, legal and operational work in one committee-ready pack. Keep every material finding linked to a source, bring open questions to their owner and give the investment team a joined-up basis for its recommendation.

McKinsey · M&A survey, published January 2026

30–50%

faster deal cycles reported in M&A

Forty percent of respondents in McKinsey’s survey reported that generative AI enabled deal cycles 30–50% faster. The study covers M&A activity across the deal cycle; it is an external benchmark for the opportunity, not a measured result of this workflow.

Your value case

Make the improvement measurable.

Pack preparation

Hours to combine financial, legal and operational findings for the investment committee.

Information gaps

Material missing or conflicting items still open when the committee pack is submitted.

Review coverage

Share of material findings with a linked source, named reviewer and recorded conclusion.

Start with your business

What takes longest before your committee meets?

Let’s look at the work, the decisions and what your team needs to stay in control.

Talk to us