---
title: "M&A Due Diligence"
description: "Automate document collection and gap analysis for M&A transactions. Track what's received, what's missing, and what needs review."
url: https://flowrunner.ai/use-cases/ma-due-diligence
date_modified: 2026-09-04T21:53:04-07:00
---

# M&A Due Diligence

Document collection at 73% complete. 47 items received, 12 pending, 6 flagged for review.

The Problem The Automation Document Intelligence Real Results Built for Deal Complexity

## The Problem

Every M&A deal requires hundreds of documents: financial statements, contracts, IP filings, employee records, regulatory filings. You send a request list. They send back a Dropbox link. You spend days sorting, renaming, and cross-referencing against your checklist.

Then the questions start: "Did we get the 2022 audit?" "Where's the employment agreement for the CTO?" "Is this the signed version or the draft?" Your junior associates spend 60% of their time on document logistics instead of analysis.

## The Automation

Our due diligence agent manages the entire document workflow: sending requests, tracking receipts, organizing files, and flagging gaps. It reads documents as they arrive, extracts metadata, and updates your checklist automatically.

01

### Request

Agent sends structured request lists to target company with clear instructions

02

### Collect

Monitors email, portals, and file shares for incoming documents

03

### Organize

Reads documents, extracts metadata, files in correct folder structure

04

### Track

Updates checklist, flags missing items, routes questions to target company

![M&A due diligence dashboard showing document collection progress](https://flowrunner.ai/_astro/hero-usecase5.BhITAvRc.png)

60% Faster close

200+Doc types tracked

$400/hr Associate time saved

## Document Intelligence

The agent doesn't just file documents - it understands them:

-   **Version detection** - Identifies drafts vs. signed copies, flags when executed version is missing
-   **Date validation** - Confirms document covers required period (e.g., "fiscal 2023")
-   **Party matching** - Verifies contracts reference correct legal entities
-   **Red flag detection** - Highlights unusual clauses, missing signatures, or expired agreements
-   **Cross-reference** - Links related documents (e.g., amendment to original agreement)

## Real Results

> "We cut document collection time from 3 weeks to 8 days. The agent caught a missing consent that would have delayed closing by 2 weeks. Our associates actually had time to read the documents instead of just organizing them." \- Managing Director, middle-market private equity firm

## Built for Deal Complexity

FlowRunner handles the messiness of real deals:

-   Multiple document sources (email, VDR, file shares, physical scans)
-   Inconsistent naming and formatting
-   Partial submissions requiring follow-up
-   Confidentiality restrictions and access controls
-   Multiple workstreams (legal, financial, commercial, technical)

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