The canonical record
A single, citable record of everything known about a target.
Today an associate spends most of their day routing context — chasing advisors, re-entering the same figures, rebuilding comparable-transaction sets. M&A OS replaces that middleware layer with a record that holds.
Ingest the deal room
CIMs, management-call transcripts, quality-of-earnings reports and IC papers go in as they arrive. No re-keying, no rebuilding the same figures in three places.
Trace every fact to source
Each number, claim and assumption links back to the exact document and page it came from. Hover a figure, see the verbatim line it was drawn from.
One record, the whole way through
Screening, NBO and IC all read from the same canonical record. The deal's memory is the system — not the associate who leaves every two years.
The work, not just the data
It runs the deal team's real workflows.
Screen against the mandate
Hold a target up to the fund's strategy, sector focus and size band in minutes. M&A OS reads the CIM, scores fit against your criteria, and shows its working against the source.
From inbound teaser to go / no-go, same day.
Prepare the NBO
Assemble a non-binding offer from the record — valuation build, comparable transactions, key assumptions — each line cited. Change an input and dependent figures move with it.
A defensible number, with the evidence attached.
Assemble the IC pack
The investment-committee paper is 90% boilerplate today. M&A OS drafts it from the canonical record — thesis, risks, diligence findings — leaving the associate to sharpen the judgement, not retype the facts.
IC papers that write the first draft of themselves.
Supersession
When better evidence lands, the number updates itself.
The vendor's adjusted EBITDA in the CIM is a starting point, not the truth. The moment the quality-of-earnings report normalises it, M&A OS supersedes the figure everywhere it appears — the NBO, the model, the IC pack — and keeps the full source trail so you can always see what changed and why.
No stale numbers buried three versions deep in a deck. One record, always current.
£7.4m (20.0% margin)
Vendor-adjusted EBITDA of £7.4m, stated before independent diligence adjustments.
↳ superseded by QoE report · p.11
Why M&A OS
Infrastructure built for your size of fund.
The incumbents are either over-engineered for an enterprise buyer or priced out of reach. M&A OS is built for funds that do enough deals to need real infrastructure — and want it to feel like infrastructure, not a science project.
| Capability | M&A OS | DealCloud · Hebbia · Rogo |
|---|---|---|
| Source-traced canonical record | ||
| Figures auto-supersede on new evidence | ||
| Screening, NBO and IC in one system | partial | |
| Priced for £200m–£2bn funds | ||
| Live in weeks, not a six-month rollout |
Comparison reflects positioning for lower-mid-market deal teams; incumbent capabilities vary by tier and price.
See your next deal as one citable record.
We're onboarding a small group of UK and European lower-mid-market funds. Request access and we'll walk your team through a live deal.