Private AI for M&A diligence documents

A question about the records for machine M7

A specialist reviewing one plant has access to the asset list and the maintenance log, while the HR folder is closed to her. The asset list names machine M7, but the log she received has no entry for it. The assistant drafts a question: „Please provide the maintenance records for machine M7, which appears on the asset list. No entry for this machine was found in the shared maintenance log.” The question carries links to the asset list and to the log that was reviewed.

The specialist checks the basis, adjusts the wording and passes the question on. The next team member sees where the request came from without searching both documents again. A missing entry does not prove the machine was never serviced. The seller's answer will settle that.

What it costs and when it pays back

The count covers the time spent searching, reading and putting material together. What remains is the time to check the result against its source, 25% of today's work in the scenario. We measure both times in a test on 20 to 100 cases the team has already handled.

What runs locally and what you have to agree

In the example, the environment holds agreed copies of the operational documents, and the HR folder stays outside it. If the company chooses a local model, the computing happens on a named computer or server. Ollama describes a local mode that switches off cloud models and web search, but it does not widen anyone's permissions to the transaction documents. The questions also contain information from the documents. When you hand over the list, include the question text, the links, the copies of the sources and the place where they will stay after the work ends.

First check what your data room can do

A data room is the environment in which the parties share transaction documents with named people. Before you build a separate application, check its features: Ideals describes integrations with AI tools, where access rests on the user's current permissions and subscriptions to outside tools are separate. A separate private environment is worth considering when the company has an agreed place of processing, or wants drafting, checking and passing on questions in one view. With few documents, a shared list of questions with links added by hand is enough.

Where to start

The first scope covers the operational documents of one plant. The team judges whether questions are easier to prepare and whether the links cut the rereading of sources. We deploy local models as part of private LLMs, and we build the view for working with sources as an AI application. For the free analysis, a description of one case and of the places where the material sits is enough. Confidential files stay in the company, and you get a written plan within 2 working days.