Diligence
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Project Merriweather

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AI summary of the room

2 high-severity findings to resolve before diligence

Project Merriweather contains 14 documents indexed across 7 of 8 sections. The contents surface: $6.2M · $84.2M · $10.6M · $14.8M. 2 high-severity findings need resolution before confirmatory diligence. 1 diligence question is awaiting answer.

14 source documents86% room completeness5 open diligence points
Suggested

Room completeness

86%86% of the Sell-side M&A template
0%
25%
50%
75%
100%
Documents
14
Sections
7/8
Expected
7
Target 80%

Diligence position

5open items before confirmatory diligence
40%
40%
20%
High
2
Other
2
Questions
1
FY2024 audited financial statements not in room

People in the room

7people with a role here
43%
43%
14%
Team
3
Active
3
Awaiting
1
4 viewers in total

Section coverage

8sections in the template
88%
13%
Covered
7
Empty
1
05 Operations is empty

Documents indexed

14documents in the room
Passages
14
Sections
7
Findings
4
+9added in the last 7 days
People in the room
7
3 team · 4 viewers
Team members3
Active viewers3
Awaiting NDA1
Revoked0
Views by section
Where attention actually goes
04 Contracts & Legal38
02 Financial Statements37
03 Commercial & Customers16
06 HR & Management5
01 Corporate Structure & Governance3
08 Property & Assets3
Most viewed content
Deal team
SG
Sebastian Gold
admin
Full access
PR
Priya Raman
member
Full access
DO
Daniel Okafor
member
Full access
Diligence Q&A
1 unresolved
3
threads · 2 answered with citations
Findings
FY2024 audited financial statements not in room
Revenue figures disagree across documents
No insurance documentation uploaded
Customer concentration schedule incomplete
Viewer access
Who can reach what, and how many documents that is
ViewerOrganisationGroupAccessDocumentsStatus
HV
Helena Voss
h.voss@northgate.com
Northgate PartnersBidder Team Aview · download
3 folders
8 / 14active
MR
Marcus Reid
m.reid@northgate.com
Northgate PartnersBidder Team Aview
Whole room
14 / 14active
AD
Ana Duarte
a.duarte@kestrelcap.com
Kestrel CapitalBidder Team Bview · download · print
Whole room
14 / 14active
TW
Tom Whitfield
t.whitfield@harrowby.com
Harrowby & Co—view
Whole room
14 / 14Awaiting NDA
Activity log
Indexed, timestamped, attributable
Bidder Team A opened Revenue by Customer FY2024.xlsx
1d ago
Bidder Team B opened Management Accounts FY2024.xlsx
1d ago
Bidder Team A opened Top 20 Customer Contracts.pdf
2d ago
Bidder Team A active — 40 min in customer contracts
2d ago
Bidder Team A asked a question — awaiting answer
5d ago
Bidder Team B asked a question — published with citation
6d ago