MANUAL
time required
∼15 h
per reporting
AI
time required
∼ 6 h
per reporting
AI workflow: Risk assessment
Introduction
The red flag memo determines speed: management, IC, buyers, and lawyers want a clear list of risks—not 5 GB of documents. The hard work is consolidatingfindings, substantiatingthem, and prioritizing them.
use case
DEALPOINT created:
- Folder/topic summaries(corporate, HR, IP, finance, compliance, litigation, etc.)
- Red flag suggestions(with severity assessment according to your rules)
- Issue Tracker: Risk → Evidence → Owner → Status → Next question
- Cited referencesper finding
- Optional: Executive Snapshot(Top 10 risks + "deal blockers" + open documents)
Why DEALPOINT DMS works better
- Context from the data room:Findings are based on the actual inventory, including versions.
- Clean evidence chain:Each statement is linked to its source—ideal for partner reviews and buyer communication.
- Less duplication of work:Findings, Q&A, and memos are interlinked (find once → use everywhere).
- Human-in-the-loop:AI provides structure and suggestions, the team makes the decisions.
procedure
- Select topics (DD checklist)
- DEALPOINT generates summaries + red flags + trackers
- Reviewer prioritizes, adds measures/to-dos
- Export as memo (DOCX/PDF) and further processing in Slides/IC
time saving
- Manual: 6–15 hours per reporting iteration
- With DEALPOINT: 2–6 hours review/fine-tuning
Savings: 4–9 hours per iteration
For 2–3 iterations (mid-DD, pre-IC, final): ~8–27 hoursper deal