Seller & company team
Maintained company material, approved disclosure and responses to requests.
M&A & due diligence
Diligence that carries
through the transaction.
Connect company preparation, controlled disclosure, diligence questions, private findings and the responsibilities that follow a decision.
Alpha · Product in development. Current product status
Discuss your workflow privatelyWho should join
Corporate development, diligence leads, legal advisers and post-close owners.
A useful first evaluation
Follow one diligence finding from question to agreed next responsibility, while keeping buyer and seller assessments separate.
The recurring question
Keep the decision connected to its basis.
A transaction brings buyers, sellers and advisers together around shared information, while each retains its own responsibilities and private assessments.
Organise requests, responses, supporting versions and open questions by workstream. Keep confidential findings, conditions and decisions within their authorised audience.
Buyer & advisers
Workstream questions, source review and confidential findings within their own authorised audience.
Post-close owners
Agreed conditions and remediation responsibilities that need to carry beyond the transaction.
The proposed workflow
Keep the transitions in context.
Use a common relationship record while retaining the responsibilities and evidence requirements of this specific review.
Prepare and disclose
Assemble maintained company material for the intended audience. Keep document versions, recipient permissions and the disclosure purpose explicit.
Review and resolve
Connect diligence requests to responses, evidence and reviewer findings. Track what remains unresolved and who owns the next question.
Carry responsibilities forward
Link agreed findings and closing conditions to authorised post-close owners. Preserve the confidentiality and decision context that shaped the transaction.
An illustrative situation
A finding during review. An owner after close.
A technology review identifies a control that needs improvement. The buyer records the supporting evidence, the agreed condition and the person responsible for carrying the work forward.
A document room supports the process. The human decision, legal closing and any investment judgment remain separate events with their own authority.
A useful pilot
Agree what better should look like.
Establish a baseline in the real workflow before making an improvement claim. Review the work completed, remaining gaps and team feedback together.
Question resolution
Which diligence requests are answered, under review or still unresolved.
Evidence traceability
Whether a finding links to the exact material and context behind it.
Continuity after close
Whether agreed conditions reach an accountable owner with the relevant history.
Is a shared data room the same as a shared assessment?
No. Shared source material and a buyer’s confidential conclusions have different audiences. The workflow must keep those boundaries clear.
Does Ma’at decide whether to invest or close?
No. Investment judgment, legal closing and the authority to approve a transaction remain with the appropriate people. Ma’at supports the information and review work behind them.
Institutional pilots
Start with a review
worth improving.
Bring a recurring workflow, the people responsible and an outcome worth testing. We’ll work through where Ma’at could help.