Due diligence & M&A

Review the whole data room and get a draft memo in days, not weeks.

Upload the data room as you received it. Pactus reads every document, pulls the terms that move the deal into one table, flags what fails your checklist and drafts the memo. Every finding links to the clause it came from, so the team checks the work instead of redoing it.

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Data room
Tabular analysisChecklistsExportUpload
Search this project
Name
Share Purchase Agreement
Shareholders' Agreement
Loan Agreement
Commercial Lease
Supply Agreement
Data room · extracted
DocumentGoverning lawChange of controlLiability cap
Supply AgreementCzech RepublicTermination rightAnnual fees
Shareholders' AgreementCzech RepublicCall optionNot stated
Loan AgreementEnglandPrepaymentNot stated
Commercial LeaseCzech RepublicConsent required12 months' rent

How a data room review runs in Pactus.

From the first upload to the memo you send the client.

Upload the room as you got it.

Drop in folders of scans, Word files and emails. Pactus reads each document, sorts it by type and notes the parties and the terms that matter for the deal.

Data room
Corporate34
Financing23
Real estate45
Drop files to upload
Shareholders' Agreement.docxCorporate
Loan Agreement.pdfFinancing
Commercial Lease.pdfReal estate
Financing
PartiesLender, Borrower
New documentLoan Agreement
Change of controlLender may terminate
3 files

Every value traced to its clause.

Change of control, assignment and governing law land in one table across the room. Click any value and the clause it came from opens, so the associate checks instead of rereading.

Data room
DocumentChange of controlAssignmentGoverning law
Supply AgreementTermination rightConsent requiredCzech law
Loan AgreementPrepaymentNot permittedEnglish law
Commercial LeaseNot statedConsent requiredCzech law
Supply Agreement

Supply Agreement

14.2 Change of control. The Supplier may terminate this Agreement if control of the Customer changes.

15.1 Assignment. Neither party may assign this Agreement without the other party's written consent.

Red flags against your checklist.

Pactus runs the firm's due diligence checklist over every agreement and marks what passes, what fails and what needs a lawyer's eye.

DD checklist
DocumentChange of controlAssignmentLaw
Shareholders' Agreement
Supply Agreement?
Loan Agreement?
Commercial Lease?

A draft memo, with sources.

The findings go into a first draft of the due diligence memo, and each section cites the documents behind it. The team edits it and sends it on.

DD_memo_draft.docx

Due diligence memorandum

1. Change of control

Two agreements let the counterparty terminate if control of the target changes.

Supply Agreement · Loan Agreement

2. Assignment

The lease and the supply agreement need consent before they can be assigned.

Commercial Lease · Supply Agreement

3. Governing law

The agreements follow Czech law, except the loan, which follows English law.

Loan Agreement

What you get

A draft due diligence memo, every finding cited to its clause
One table of change of control, assignment and governing law across the room, ready to export
The red flags, checked against your own checklist
Use case

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Contract review

Check every incoming contract against your own positions before anyone signs.

Contract drafting

Get a first draft in your own wording, built from your templates and past deals.

Renewals and obligations

Stop missing notice dates, renewals and the obligations buried in your contracts.

Compliance check

Find out which of your contracts meet a regulation or internal policy, and which don't.

Litigation and case files

Get on top of a large case file fast, and write from it with every fact sourced.

Legal helpdesk

Let colleagues get answers from your contracts and policies without waiting on legal.

See it on your own matter.

Book a demo and we will run PactusAI on an example from your work.