AI-enriched M&A target screening
A confidential, single-page dashboard for screening M&A targets across a partner ecosystem. It structures evidence across a long list of candidates and helps a team compare priorities.
M&A teams often start with a long list from a corporate-finance partner, then spend weeks turning that list into a shortlist they can act on. The work is structure, evidence, and consistent screening across every name.
A single-page dashboard with four views — Overview, Master List, Company Detail, and Evidence & Audit — built around a two-stage screening method: structural priority first, then strategic recommendation. Self-contained and deployable behind access controls.
AI-enriched research per target: ownership verification, vendor partnerships, business description, ecosystem relevance, and diligence risk flags. The structured outputs feed every view and every KPI, with a person reviewing before anything informs a decision.
Live tool, used in a confidential engagement. Industry-agnostic — the screening framework is the reusable part.
On a complex M&A target-screening exercise, ontopraxis showed us how applied AI can support real commercial decisions — not as a black box, but as a disciplined, auditable part of the process.”
Live tool shown with synthetic data. The screening framework is industry-agnostic and reusable.
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