SOLUTIONS | M&A ADVISORY FIRMS

More deals. Same team. Higher quality.

Standardise due diligence output, accelerate analyst workflows, and scale deal throughput without scaling headcount.

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Plausity DD Report
4x
deal throughput per analyst with standardised AI-assisted workflows
69%
time saved on data extraction and first-pass review
49%
time saved from engagement start to draft DD report delivery
USE CASES

Scale your practice. Not your overhead.

Standardise DD output across every engagement

Define firm-wide templates, risk taxonomies, and reporting standards once—then apply them consistently across every deal. Plausity ensures that whether an engagement is run by a partner or a first-year analyst, the output meets the same quality bar.

Report BuilderCollaboration Hub
Report Draft
Section 4.2
Quality of Earnings Analysis
The target's reported EBITDA of €8.1M includes several non-recurring items totalling €1.4M. After normalisation adjustments, the sustainable EBITDA is estimated at €6.7M, implying an adjusted margin of 15.8%.3
Management has confirmed that restructuring costs of €0.8M are one-time in nature and relate to the consolidation of the Munich office.7

Accelerate analyst workflows from day one

New analysts hit the ground running with pre-built extraction templates, guided workflows, and AI-assisted first-pass review. Plausity handles the data gathering so your team can focus on judgment, analysis, and client advisory—the work that builds careers and client trust.

Data Room ScannerRisk Radar
In Review
Review Financial DD Report — Section 4
Verify EBITDA adjustments and validate normalised earnings bridge against source documents.
SK
Sarah K.
Due: Feb 24

Win more mandates with faster turnaround

When a client needs diligence done in two weeks instead of four, Plausity is the difference between saying yes and passing. Process data rooms at speed, generate structured findings in parallel, and deliver draft reports that impress—on timelines that competitors can’t match.

Data Room ScannerReport Builder
Financial DD Complete
Done
All financial workstreams have been completed and reviewed. Report sections have been approved by the engagement partner.
Completed: Feb 15, 20263 of 5 streams done

Build institutional knowledge across deals

Every engagement builds on the last. Plausity’s Collaboration Hub captures lessons learned, flags recurring risk patterns, and helps your team develop proprietary insight that compounds over time—turning experience into competitive advantage.

Collaboration Hub
Source Intelligence
Referenced Documents
PDF
Annual_Report_2025.pdf
Pages 12, 47, 83
98%
XLS
Financial_Model_v4.xlsx
Tabs: P&L, Balance Sheet
94%
DOC
Board_Minutes_Q4.docx
Pages 3–7
87%
PLATFORM CAPABILITIES

Built for firms that run on reputation and speed.

Plausity gives advisory firms the infrastructure to deliver consistent, high-quality due diligence at the pace the market demands—without burning out your team or compromising standards.

Commercial DDFinancial DDLegal DDTax DDTech DDOrganisational DDSell-Side PreparationVendor Due DiligenceRed Flag ReportsManagement Presentations

Explore the Plausity platform

AI Analysis Engine
Intelligent document processing that extracts, classifies, and interprets data room content using purpose-built AI models.
Findings & Risk Intelligence
Automated detection and prioritisation of material risks, anomalies, and red flags across your entire document set.
Collaboration Hub
Centralise cross-functional workflows, assign findings, track issue resolution, and maintain a single source of truth across all DD streams.
Report Builder
Generate structured, deal-ready due diligence reports with AI-assisted drafting, consistent formatting, and full source traceability.
Project Status Overview
Project NameDate InitiatedStatusProgress
Project Eagle
Jan 10, 2026Completed
100%
Commercial Due Diligence
Jan 12, 2026
100%
Financial Due Diligence
Jan 18, 2026
100%
Tech Due Diligence
Feb 03, 2026
100%
Project Titan
Dec 08, 2025In Progress
72%
Project Alpha
Nov 22, 2025In Progress
45%
“”

We increased our deal throughput by 40% last year without adding a single analyst. Plausity didn’t just save us time—it raised the floor on quality across every engagement.

Managing Partner
Mid-Market M&A Advisory

Frequently asked questions

Every engagement is fully isolated with dedicated encryption keys and strict access controls. No data is shared between clients, teams, or engagements—ever.

Yes. Report Builder outputs are fully customisable with your firm’s branding, formatting standards, and terminology.

Plausity is designed to elevate analysts, not replace their judgment. It handles data extraction and first-pass review so analysts can focus on the interpretation and advisory work that builds real expertise.

Plausity offers flexible engagement-based and team-based licensing designed for advisory economics. Contact us for a tailored proposal.

Your reputation is built deal by deal. Make every one count.

Book a demo and discover how Plausity helps advisory firms deliver faster, better, and more consistently.

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