AcquiOS PEAI Agents for Creators

AcquiOS for Private Equity

Faster, Smarter M&A for Private Equity

Turn thousands of diligence docs, portfolio KPIs, and OPEX data into a prioritized value map and integration playbook in hours, not weeks.

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The Challenge: Private Equity Diligence Overload

Every private equity transaction comes with an overwhelming amount of unstructured documents.

Traditional (Manual, Slow)

Contracts and credit agreements require manual review: Manual passes take weeks and miss key information
SPAs, TSAs, and side letters must be cross-referenced by hand: Dependencies, fees, and survival timelines get lost across versions and folders
Covenants and filings tracked in spreadsheets: This creates breach risk, late lender notices, and messy evidence packs
QofE and operating data reconciled manually: GL, billing, and CRM tables live in silos, hiding revenue quality issues
Management calls are unstructured: Insights, owners, and next steps aren't always captured for the 100-day plan

AcquiOS (AI-powered, unified, fast)

Contracts instantly parsed with AI: Key terms, obligations, and risks automatically extracted
SPAs, TSAs, and side letters linked automatically: Dependencies, fees, and survival periods mapped in real-time
Covenants & filings monitored in real time: Headroom recalculated and notice deadlines tracked
QofE and ops data unified for analysis: Revenue quality, cohorts, and anomalies surfaced automatically
Management calls transcribed and analyzed: Actions, risks, and owners routed into Day-1 and 100-day plans

How AcquiOS Transforms Your Workflow

Our AI-powered platform tackles the most complex challenges in private equity deal analysis.

Contract Intelligence

Extracts key terms from SPAs, TSAs, credit agreements, MSAs, leases, employment and equity docs.

Challenge: Manual review is slow and misses change of control, survival periods, baskets, earnout triggers, and notice requirements.

Solution: AI parsing highlights red flags, links each finding to the source clause, and produces a deal-ready risk register.

Outcome: Faster legal review with fewer misses and a clear path to close.

Covenant and Obligation Monitor

Ongoing tracking of ratios, baskets, restricted payments, and notice periods across facilities and entities.

Challenge: Covenant headroom, springing tests, and consent calendars are scattered across models and PDFs which creates breach risk.

Solution: Tie model inputs to credit terms, recalc headroom automatically, trigger escalations, and export lender certificates on a schedule.

Outcome: Early warnings, clean compliance certificates, and better lender confidence.

SPA and TSA Mapping

Central view of obligations, milestones, service levels, fees, and off-ramps pulled from SPA, TSA, side letters, and disclosure schedules.

Challenge: Teams lose track of survival timelines, indemnity caps, carve-out services, and unwind dates, delaying integration.

Solution: Build Day-1 and 100-day plans, map dependencies, assign owners, and track TSA costs and end dates with alerts.

Outcome: Faster integration with fewer surprises and controlled TSA spend.

Value Creation and Synergy Engine

Quantifies value at stake across pricing, retention, procurement, SG&A, and working capital using GL, billing, CRM, and QofE tables.

Challenge: Opportunity sizing is inconsistent and disconnected from execution so initiatives stall after close.

Solution: Rank initiatives by impact, generate playbooks with timelines and KPIs, and connect progress to the operating model and board pack.

Outcome: Visible EBITDA lift with accountable owners and measurable KPIs.

Governance and Compliance

Entity records, board actions, regulatory calendar, KYC and sanctions workflows, and secure collaboration in one place.

Challenge: Evidence for audits, lenders, and LPs lives in email threads and shared drives which slows approvals and increases risk.

Solution: Role-based access with clean rooms, immutable audit logs, one-click evidence packs, and reminders for filings/approvals.

Outcome: Audit-ready governance, faster approvals, and lower operational risk.

Complete Solutions for Private Equity Professionals

From diligence to portfolio value creation, AcquiOS scales with your needs.

Deal Intelligence (Investment Team / Head of M&A)

Comprehensive synthesis of CIMs, data rooms, contracts, QofE findings, and customer cohorts for targets and add-ons.

Features:

Contract & Covenant Analyzer: Automated review of credit agreements, commercial contracts, and vendor MSAs to surface covenants, consent needs, change-of-control, termination, and pricing mechanics. Output: Covenant and Consent Flags.
Financial & Ops Data Integration: Pulls QofE outputs, GL exports, billing, CRM, and cohort tables to reconcile with the deal model and surface revenue quality and retention drivers. Output: Revenue Quality and Cohort Insights.
SPA / TSA Obligation Mapping: Extracts obligations and timelines from SPAs, TSAs, employment and equity docs so teams can track service levels, costs, milestones, and off-ramps across the integration.
Diligence Audit Trail: End-to-end log of risks, owners, evidence, and timestamps that links findings to the risk heatmap and 100-day plan for clean handoffs to operating teams.

Compliance and Risk Automation (Legal and Compliance Teams)

Never miss a covenant or filing with automated tracking for debt terms, regulatory obligations, KYC/AML artifacts, reps and warranties, and board actions across the portfolio.

Features:

Regulatory Change Radar: Continuously tracks rule changes and filings across jurisdictions, maps them to affected entities and policies, and opens tasks with owners and due dates. Output: Automated Rule-To-Policy Mapping.
Covenant and Obligation Monitor: Parses credit agreements, SPAs, TSAs, leases, and vendor MSAs to monitor ratios, baskets, notices, and survival periods. Sends reminders and escalations before breaches. Output: Early Warning on Ratios, Baskets, and Notices.
KYC, AML, and Sanctions Orchestrator: Runs investor and counterparty checks, screens sanctions and adverse media, and stores evidence for audits. Triggers refreshes on schedule or on risk events.
Controls and Audit Log: Standardizes approvals, delegations of authority, SOX-lite controls, and incident workflows. Maintains an immutable system-of-record with exports for board and LP reporting.

Value Creation and Strategic Planning (Strategy Officers)

Data-driven insights to prioritize growth and efficiency across pricing, churn, SKU mix, procurement, and working capital.

Features:

Value Creation Map: Visualizes revenue, margin, and cash levers by company and BU. Stack ranks pricing, mix, retention, procurement, and working capital. Output: Synergy Sizing with Confidence Bands.
Value-at-Stake Engine: Quantifies upside and cost-out from pricing moves, churn reduction, procurement, and SG&A efficiency, tied directly to the operating model. Output: Divestiture and Carve-Out Candidate Finder.
Growth Opportunity Discovery: Mines CRM, billing, and product usage to surface cross-sell, upsell, whitespace, and SKU rationalization plays with estimated impact.
Portfolio Benchmarking Studio: Benchmarks NDR, cohort health, CAC payback, gross margin, DSO, and inventory turns against peers and top-quartile targets.

Who Benefits

From deal screening to portfolio value creation, AcquiOS scales with your fund.

Investment Team

Accelerate diligence and deal execution.

Synthesize CIMs, contracts, QofE, and cohorts into a clear deal thesis
Surface red flags and change-of-control or consent requirements early
Arrive on Day 1 with a risk map and 100-day plan

Legal and Compliance

Automate obligations, controls, and evidence.

Monitor covenants, baskets, notices, and survival periods across entities
Orchestrate KYC, AML, and sanctions checks with one-click evidence packs
Track board actions, filings, and policy updates with audit-ready logs

Operating Partners

Turn data into value creation.

Prioritize pricing, retention, procurement, and working-capital levers
Assign owners and timelines; track milestones and KPI movement
Standardize integrations for carve-outs and roll-ups

Fund Ops and IR

Keep lenders and LPs confident.

Auto-build lender certificates and covenant calculations from the GL
Centralize LP side letters, MFN terms, and reporting cadences
Generate timely, accurate updates for quarterly and ad-hoc requests

Proof of Value

From single-target reviews to portfolio automation, AcquiOS turns process into outcomes.

Weeks → Hours: Compress diligence and modeling cycles by up to 80%. Work that used to take 3–4 weeks across CIMs, QofE, contracts, and data rooms can be completed in under 8 hours with AI parsing, covenant extraction, and model-ready outputs.
Hidden risks caught: Automatically flag change-of-control, anti-assignment, MFN, survival periods, earnout tripwires, undisclosed TSAs, and covenant headroom issues. Surfaces off-balance obligations and notice requirements reviewers often miss in large document sets.
Integration acceleration: Generate Day-1 and 100-day plans straight from diligence findings. Create structured roadmaps with owners, milestones, dependencies (including TSA unwind schedules), synergy capture tasks, and lender notice workflows.
100% stakeholder alignment: Give deal teams, legal teams, operating partners, lenders, and LPs a single source of truth. Everyone works from the same real-time dashboard, linking red flags, value at stake, and integration tasks to the latest model and board materials.
Granular RBAC: Enable secure collaboration across funds, deals, and portfolio levels. Role-based access controls (RBAC) and clean rooms protect sensitive financials and contracts while keeping operators and advisors productive without bottlenecks.

Frequently Asked Questions

How does AcquiOS integrate with my current deal process?: AcquiOS plugs in alongside your VDR and financial model. You upload CIMs, QofE workpapers, contracts, GL or billing exports, and any management packs. The platform parses and links everything to a living deal thesis, a red-flag heatmap, and a 100-day plan draft. Findings sync to your PM tool for tasking, and you can export lender certificates and IC-ready pages. Nothing about your current workflow is replaced overnight; AcquiOS simply automates the slowest steps so partners, counsel, and operators spend time on judgment, not search.
How does AcquiOS support diligence for Private Equity firms?: The system is built around common PE pain points: contract-term extraction for change-of-control and consent requirements, covenant headroom checks against the model, revenue-quality and cohort analytics from QoE data, and TSA-obligation mapping with costs and end dates. It highlights earn-out triggers, MFN clauses, survival periods, and notice requirements, then ties each issue to evidence and owners. You get a single view that connects risks to valuation drivers and integration workstreams, speeding both decisions and negotiations.
Can AcquiOS handle specialized Private Equity data formats?: Yes. AcquiOS ingests VDR exports, PDFs, Word, Excel and CSV, plus structured tables from GL, billing, and CRM systems. It recognizes common workpaper structures found in QofE, normalizes chart of accounts, and links contract folders to specific obligations. For portfolio monitoring, it can pull recurring data drops by SFTP or API. All parsing is traceable back to the source document so counsel and lenders can click through to the underlying clause or schedule.
How long does it take to run an analysis?: Initial setup and document ingestion: Usually just a few minutes to upload or connect documents (depending on size, volume, complexity). First pass and preliminary analysis: For moderate-sized deals (say, a few hundred documents), AcquiOS can generate initial risk flags and summaries in minutes to tens of minutes. Deeper insights / full diligence rounds: If you include large financial models, many contracts, cross referencing, etc., full analysis might take a few hours or up to a day or more, depending on how many documents are involved. But the big time savings come in cutting down review cycles: many routine risk-oriented items are surfaced automatically, eliminating manual work.
What types of documents can AcquiOS review?: AcquiOS can review: Unstructured legal docs (SPAs, TSAs, credit agreements, MSAs, NDAs, leases, employment and equity plans, board materials); Finance and ops data (Excel models, GL exports, billing and revenue tables, cohort and churn data, CRM datasets, KPI spreadsheets); Mixed-format reports (PDF QofE workpapers, banker decks, management presentations, Word memos); Scanned files and images (scanned contracts, schedules, and handwritten notes converted with OCR to machine-readable text); Supplementary materials (emails, exhibits, appendices, regulatory filings, side letters, disclosure schedules). Nearly anything that holds legal, financial, or operational information can flow through AcquiOS, unifying fragmented workstreams into a single diligence and integration view.
Who on my team will use AcquiOS?: The full deal stack: Deal partners and associates (drive intake, outline the deal thesis, review red-flags and value-at-stake, request clarifications from management, export IC and lender pages); Legal and outside counsel (jump straight to the right clauses, compare versions, see extracted obligations for change of control, anti-assignment, baskets, survival periods, earnouts, notices); Finance and accounting (load the model, GL, billing and cohort tables, validate revenue quality and covenant headroom, generate lender certificates, monitor ratios and restricted payments after close); Operating partners (convert diligence findings into Day-1 and 100-day plans, sequence TSA unwinds, assign owners and dates, track KPI movement for pricing, retention, procurement, and working capital); Fund ops and IR teams (manage LP side letters and reporting cadences, assemble board packs, produce audit-ready evidence for covenants, KYC and sanctions checks); Project management and coordinators (run the work with central task list, status by workstream, document completeness, dependency tracking, automated reminders and escalations).
How does AcquiOS manage multi-stakeholder access during diligence?: AcquiOS uses role-based access controls (RBAC) and AI-native permissions to simplify stakeholder collaboration. Corporate Development might see red-flag summaries, Legal can dive into clause-level detail, while external advisors only access anonymized or scoped subsets. This reduces reliance on duplicative data rooms, while maintaining enterprise-grade security and audit trails.

Ready to see AcquiOS in action on your next deal?

Book a 15-min demo