Admin

Engines

Engine registry, module coverage, source systems, and review controls.

Engine Registry

Coverage and controls
Platform Intelligence
Engine 1

Sourcing & Alignment

9 modules
Bad-fit deals killed cheaply; good-fit deals move faster.
Human adoption and source-linked outputs enforced
Engine 2

Adversarial Diligence

9 modules
Value protectors catch clauses, concentration, EBITDA, IT, and data-room drift.
Human adoption and source-linked outputs enforced
Engine 3

Day-1 Synergy Capture

6 modules
Diligence findings become owner-assigned execution, not stale folders.
Human adoption and source-linked outputs enforced
Engine 4

Portfolio Performance

5 modules
Board reporting, actual realization, and divestiture readiness stay credible.
Human adoption and source-linked outputs enforced

Engine Operations

Source systems and cadence
EngineModulesPrimary sourcesOperating cadenceControl
Sourcing & Alignment9Dealer CRM export, CIM PDFs, Branch geocode feed, Registry corroborationOn upload, Daily from CRM export + registry signals, Weekly board refreshNamed reviewer, owner adoption, source evidence, audit event.
Adversarial Diligence9Datasite, Intralinks, Contract register, Trial balanceOn data-room change, On financial upload, On revenue/vendor exportNamed reviewer, owner adoption, source evidence, audit event.
Day-1 Synergy Capture6Adopted findings, Integration tracker, Deal close checklist, Synergy trackerAt signing and close, Weekly during first 180 days, DailyNamed reviewer, owner adoption, source evidence, audit event.
Portfolio Performance5Deal archive, Synergy tracker, Integration tracker, Board caseWeekly, Monthly, QuarterlyNamed reviewer, owner adoption, source evidence, audit event.