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 decisionThe starting point
Financial, legal & operational briefs
Within agreed rules
Analysis from permitted sources
Business Authority
Gaps brought to the right owner
Within agreed rules
A combined review pack
Business Authority
People make the 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.
