Engine
DealEngine
M&A screening and AI due diligence
Capital & Deals
M&A screening & AI due diligence
Red flags found fast, each one cited to the page.
- DealEngine
Starts as a 72-Hour Bootcamp (3–5 days). Full deliverable as an Engine Sprint (1–3 weeks).
The decision this answers
The decision this answers
Family
Capital & Deals strategy: How to raise, buy, list and allocate.
Built on
A Strategy Twin of your business and the S1 Method, with speed measured by the Compression Index.
Which targets fit, and what in the data room should stop us?
AI due diligence uses AI agents to read a data room and flag what should stop or reprice a deal. strategy1 screens targets for fit, runs red-flag scans of the documents with every finding cited to the page, and delivers a 72-hour red-flag due diligence memo. It screens; licensed advisers still do full diligence.
How to raise, buy, list and allocate. These 5 types put every number in a model you can audit, every valuation in a range, and every financial conclusion in front of a chartered accountant before you see it.
What you get
Know what you will hold before we start.
Starts as a 72-Hour Bootcamp (3–5 days). Full deliverable as an Engine Sprint (1–3 weeks).
- 01
Capital & Deals
72-hour red-flag DD memo
M&A screening & AI due diligence
Ships with every Sprint
- Red-team reportThe strongest counter-arguments and the conditions under which the plan fails.
- Evidence extractEvery figure with its source, date and confidence grade.
- Signed decision memoSigned at gate H2 by the Strategy Council and, where liability exists, a Domain Fellow.
How we run it
Delivered by DealEngine
Engines are named methods delivered by a strategist pod with AI agents. Humans hold the gates; AI does the heavy lifting between them.
- AI does
- Runs the engine models, generates options and red-teams each one.
- People do
- A strategist sanity-checks the assumptions.
- Output
- An option set with scenarios and failure modes.
How it is done in Capital & Deals
- Capital-need models
- Investor-universe matching
- Valuation scenarios
- Data-room readiness
- Synergy models
- Red-flag scans of documents
- Governance gap analysis
- Peer valuation benchmarks
- Invest / hold / divest scenarios
- Ownership and succession scenario modelling
We provide decision support. Licensed professionals sign technical, financial and legal conclusions.
Industries
Where we apply it
Proof
Proof before proposal.
No published case yet
No case is published yet: a case goes live only with its baseline and the client's written permission. Subscribe to the strategy1 Review to hear when they are published.
Compression Index
Specialist baseline time ÷ strategy1 time, for the same deliverable. No baseline, no index.
See how we measureHow this fails
The conditions under which this plan fails.
Every strategy ships with its strongest counter-arguments. These are the ones we check first.
Red team4 conditions under which this fails
- 01The data room is incomplete, so a red flag is missed because a document is absent, not because the target is clean.
- 02The memo is treated as full diligence. It screens; it does not replace the work of licensed advisers.
- 03The evidence is thin. Where a figure cannot be sourced above grade C, it is shown as a model estimate, and every conclusion that rests on it carries that grade.
- 04Licensed sign-off is skipped. Financial, technical and legal conclusions need a licensed professional's signature before anyone acts on them.
- 01
Every number traceable.
Each figure links to its source, date and confidence grade (A, B or C).
- 02
Every plan red-teamed.
Each strategy ships with its strongest counter-arguments and the conditions under which it fails.
- 03
Signed where it matters.
Domain Fellows, who are chartered engineers, CAs, lawyers and sector veterans, sign the parts that carry professional liability.
- 04
Nothing written without approval.
No decision reaches your systems until your named owner accepts it.
Questions
About M&A screening & AI due diligence
What is AI due diligence?
AI due diligence is the use of AI agents to read and cross-check deal documents faster than a manual first pass, so reviewers spend their time on the issues that matter. At strategy1 each finding is cited to the page it came from and graded by confidence, and people review the memo before it reaches you.
What do you deliver for M&A screening and AI due diligence?
You hold the 72-hour red-flag DD memo. Every Engine Sprint also ships a red-team report with the strongest counter-arguments, an evidence extract that gives each figure its source and date, and a decision memo signed at gate H2. We provide decision support. Licensed professionals sign technical, financial and legal conclusions.
What is a red-flag due diligence report?
A red-flag due diligence report lists only the issues that could stop, delay or reprice a deal, rather than describing everything in the data room. strategy1 delivers it as a 72-hour red-flag memo. It is a screen: missing documents can hide issues, and it does not replace the work of licensed advisers.
How do you screen acquisition targets?
Define the fit criteria first, then score every candidate against them: strategic fit, synergy potential and the red flags visible in public and shared documents. strategy1 builds synergy models, compares peer valuation benchmarks and ranks targets on sourced evidence, so the shortlist can be defended to an investment committee.
How long does M&A screening and AI due diligence take with strategy1?
M&A screening & AI due diligence starts as a 72-Hour Strategy Bootcamp: 3–5 days on one real problem, ending in a working strategy and a starter Strategy Twin. The full deliverable follows as an Engine Sprint of 1–3 weeks, at a fixed fee rather than hours. Fees are exclusive of GST. Your Bootcamp fee is credited to a Sprint if you continue.
Ways to start
Three ways to start
Step 1 · 30–60 min · Free
Strategy Readiness Scan
One insight you did not have, and a suggested entry engine
Step 2 · 3–5 days · fixed fee
72-Hour Strategy Bootcamp
One real problem, a working strategy, a starter Twin
Step 3 · 1–3 weeks · fixed fee
Engine Sprint
The full engine deliverable, with red-team report and sign-off
Fees are exclusive of GST. Your Bootcamp fee is credited to a Sprint if you continue.
Request the price sheetMore in Capital & Deals
Related strategy types
Capital & Deals
Investment strategy
A fundable thesis, a model and the investors who fit it.
Capital & Deals
IPO / listing readiness
A clear view of the gap between you and a listing.
Capital & Deals
Portfolio & capital allocation
Capital moved to where it earns most, with the trade-offs shown.
Growth & Market
Partnership & ecosystem
The right partners, ranked, with deal shapes ready.
Bring one real decision.Leave with a signed plan.
A 72-Hour Bootcamp takes one problem your team would scope in weeks and works it to a decision memo your leadership signs. Fixed scope, fixed fee.