Workflow
M&A Workflow
Run the full deal lifecycle on one reasoning surface — sourcing targets, pressure-testing the thesis, tracing diligence findings, and planning integration.
Traditional vs Cognitive
The shift this workflow makes
From thesis to diligence to integration.
Traditional approach
With Industrial Graph
Targets found via screens and brokers
Targets surfaced by capability and position
Diligence scattered across data rooms
Diligence traced on a single graph
Integration risk found post-LOI
Overlaps and risks mapped pre-LOI
Deal knowledge lost after close
Deal knowledge retained for the fund
The flow
How the workflow runs
Every step operates on the same living graph, with evidence behind each conclusion.
- 01
Source
Identify targets by supply position, capability, and ownership.
- 02
Test the thesis
Trace customers, competitors, and dependencies with evidence.
- 03
Diligence
Confirm the story with sourced findings and confidence scores.
- 04
Integrate
Map overlaps and synergies before committing capital.
Solutions
Who runs this workflow
Teams and industries that rely on this reasoning flow.
See how your organization could institutionalize reasoning.
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