Review data rooms during due diligence

M&A teams review data rooms during due diligence

Needs setupAI Act: no extra obligationsResearching & comparingBanking & finance, Consulting, Law & tax

Fits: Legal & compliance · Finance & accounting · Leaders & strategy

You find the passages that matter in thousands of documents faster: change of control clauses, terms, liability, non-compete clauses. Every finding is evidenced with document and location; the assessment stays with your specialists.

Is this for you?

  • You regularly review data rooms with many contracts and documents under time pressure.
  • Your review questions repeat from transaction to transaction, e.g. change of control, terms, liability.
  • You can use a tool that the confidentiality agreement and professional secrecy allow.
First step today

Take a publicly available model contract or write two short test contracts with invented companies, and use the template below to extract change of control, term and liability with their location. Check every finding yourself. Real data room documents do not belong in a publicly available assistant.

How to go about it

  1. Define review questions for each workstream
  2. Set the data room and index as the only basis
  3. Have contracts searched and clauses extracted
  4. Cross-check findings in the original
  5. Transfer findings to the risk table and report
  6. Store review questions and process for the next transaction

Templates to copy

Try it now
in the training
Analyse
in the training
Plan the rollout
in the training
Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

17 more use cases follow the pattern “Researching & comparing”.

Compare supplier quotes in one overviewEvaluate academic literature and studies systematicallyFind trends and topics for your own nicheGet up to speed on new topics with AI searchHave AI compare tariffs and policy conditionsHave AI create a market and competitor analysisHave AI evaluate annual reports and analyst callsMonitor and compare competitors’ channelsPrepare conversations with LinkedIn contactsPrepare first contact with company researchResearch case law and literature with AIThink through strategic decisions with AI
‹ PreviousSee all use casesNext ›

BF-04 · Legal status 08.10.2026