Human + AI · Merger OS
End-to-end deal managementfor investorsfor investors, for corporate development, for value creation
One system for diligence, integration and value creation, with AI answers grounded in your own evidence.
One system, three phases
Diligence does not end at signing
Most deal teams change tools at every handover, and the evidence gets left behind. Lens carries the same workstreams, owners and sources from first screen through integration and into value creation.
Due Diligence
Workstream taxonomy, information requests, evidence trail and index scoring — one place where findings are raised, sourced and signed off.
Explore →02Post-Merger Integration
Diligence findings become owned integration workstreams, with tasks, milestones, RAID and action logs tracked against the original evidence.
Explore →03Value Creation
Index scores tracked over time, improvement plans, investment readiness and board-ready reporting across the whole portfolio.
Explore →Deal governance
Your deal data is everywhere. That is the real risk.
Inboxes, Teams threads, Slack DMs, private spreadsheets — and now confidential documents pasted into general AI chatbots. There is no structure, so the right people don't get the right information at the moment it changes the deal. It has been true for decades. AI has made it faster and worse.
Scattered
Evidence spread across inbox, chat and personal drives
Unstructured
No workstream a finding is filed against
Ungoverned AI
Confidential material in tools with no scope or record
Asymmetric
Decisions taken without evidence already in the building
Lens replaces the scatter with one governed record: structured workstreams, permissions that put the right information in front of the right people, AI that cites its sources, and an audit trail that still stands up a year later — the same record that value creation later runs on.
The problem
M&A knowledge walks out of the door
The judgement built up over a deal lives in one person's inbox, one analyst's spreadsheet and one adviser's report. When they move on, the next acquisition starts from nothing. Lens keeps the workstreams, the evidence and the reasoning where the team can reuse them.
For corporate development →The method, built in
Six steps, run the same way on every deal
Lens encodes the diligence method Beyond M&A has run across 200+ technology engagements — so the process is repeatable, and the evidence behind each step stays attached to it.
Outside-in assessment
Independent read of the target's technology, product, cyber and external risk before a single document is shared.
Information requests
A digital IRL replaces the spreadsheet: every request owned, statused and answered against a workstream.
Management interviews
Validate strategy, delivery capability and assumptions — notes captured in the journal, not in someone's inbox.
Tech & product assessment
Architecture, scalability, security, engineering, AI and product maturity scored on a consistent index.
Commercial challenge
Link findings to the thesis: investment required, EBITDA levers, and what the first 100 days must cover.
Report & carry forward
Issue the report, then carry every finding straight into the integration plan instead of starting again.
What the deal team sees
- Technology red flags
- Investment requirements
- Cyber and architecture assessment
- Product and management assessment
- AI use and defensibility
What it turns into
- 100-day priorities
- Product and AI opportunities
- Value creation ideas
- Post-merger integration approach
- Board-ready reporting
Evidence-grounded AI
Answers that cite their sources
Ask Lens works only over the project's own documents, requests and notes. Every answer names the sources behind it, shows how much of the source set is ready, and labels its confidence — so a reviewer can verify a claim instead of trusting a summary.
- Scoped context: choose the workstreams, sections and entries the AI may read.
- Versioned insight modules — highlights, key findings, SWOT, risks and signals, evidence and follow-ups.
- Human review before anything reaches an investment committee.
Inside the product
Built for the way deal teams actually work
No mockups. These are the working surfaces your team uses on live engagements.
Digital IRL
Information requests with status, workstream, priority, owner and inline responses.
Dataroom analytics
Behavioural evidence: who authored what, when documents were created, what has been read.
Project management
Status reports, tasks by owner, workstream progress and milestone tracking.
Journal
Private consultant notes, then AI analysis scoped to the sections you select.
Lens Pulse
A daily brief across the whole portfolio
Partners and heads of corporate development open one narrative summary each morning: today's priorities, risks to watch and the key tasks moving across every live project — written from the underlying data, not typed up by hand.
Human + AI
The analysis stays yours
Lens does the assembly — sources gathered, requests chased, findings scored, a brief written every morning. The judgement stays with the people who own the deal, and every answer names the evidence it came from so it can be challenged.
How we work →Trusted by deal teams and advisers
Public sector software
Accountancy & payroll softwareSee Lens on your next deal
A 30-minute walkthrough of diligence, integration and value creation in one system.