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Acquisition intelligence

DiliPilot

A source-linked workflow for turning seller documents into structured spreads, reconciliations, candidate earnings adjustments, financing scenarios, and report preparation.

Focus

Financial diligence workspace

FintechM&AAI orchestration
DiliPilot document evidence workspace
Product workspace capture

The challenge

Small-business acquisition diligence is fragmented across incomplete documents, judgment-heavy normalization work, and financing assumptions that need an auditable review path.

The approach

AI extracts, classifies, and proposes against structured inputs. Deterministic services calculate financial outputs. A human reviews and approves reportable work.

  • 01

    Document manifest and missing-item checklist

  • 02

    Historical financial spread and reconciliation workflow

  • 03

    Candidate adjustment review and evidence trail

  • 04

    Sources-and-uses, debt-service, and liquidity scenarios

Next

Continue hardening buyer review flows and source-linked export readiness.

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