Custom AI Agents for Sell-Side FDD & QoE
A sell-side FDD has 6 distinct workstreams, each requiring different expertise. Deploy a dedicated agent for each — TB mapping, analysis, cash proof, NWC, QoE, and VDD reporting — all trained on your firm's standards.
One Agent Per Workstream. Zero Bottlenecks.
A sell-side FDD has six distinct workstreams that usually run in sequence because you don't have enough people. With a dedicated agent on each, they run in parallel.
Day One: Financials Are Mapped Before the Kickoff Call
On most engagements, the first 2-3 days are lost to TB mapping — associates manually classifying 800+ line items against your CoA. Your TB Mapping Agent does it before the kickoff call, and flags the 3-5 items that actually need human judgment.
- Maps 800+ TB line items to your firm's CoA template in minutes — Tally, SAP, QuickBooks, any format
- Flags unmapped items for associate review instead of silently skipping them
- Auto-reconciles to audited financials and highlights discrepancies before you ask
Every Line Item Across 3 Years — Not Just the Top 20
Associates realistically scan the top 20-30 line items by materiality and hope the rest don't matter. Your Analysis Agent scans every single line item across all periods, classifies anomalies by severity, and attaches source references — so nothing slips through to partner review.
- Scans every line item across all periods — not just what fits in a 14-hour day
- Classifies anomalies by severity (HIGH / MED / LOW) with source references and period tags
- Detects revenue concentration, Q4 timing shifts, and accounting policy changes automatically
Cash Conversion Gaps Surface on Day One, Not the Final Week
Cash proof is where sell-side FDDs go sideways. A variance discovered late means frantic calls with management and missed deadlines. Your Cash Proof Agent builds the full EBITDA → OCF → FCF waterfall and reconciles against 12 months of bank data immediately — so surprises happen early.
- Auto-builds EBITDA → OCF → FCF waterfall with every adjustment itemized and sourced
- Reconciles against 12+ months of bank statement data — flags gaps, not just totals
- Highlights unexplained variances immediately so you address them with management early
A Defensible NWC Peg Before the SPA Negotiation Starts
The NWC peg is the most negotiated number in any SPA — and the hardest to defend without a clear methodology trail. Your NWC Agent calculates working capital across every period, strips seasonality and one-time effects, and produces a peg with a full audit trail that holds up in negotiation.
- Calculates NWC across all periods with automatic seasonal pattern detection
- Strips Q4 inventory spikes, one-off receivables, and payment timing distortions
- Produces a methodology-documented peg with full audit trail for SPA negotiations
Directors Review the Bridge. They Don't Rebuild It.
On most engagements, the QoE bridge goes through 3-4 rounds of partner feedback before it's right. Your QoE Agent drafts a categorized EBITDA adjustment bridge from the analysis output — one-offs, RPTs, reclassifications, run-rate items — so the director's job is to review and approve, not reconstruct.
- Categorizes every adjustment: one-time, related party, reclassification, run-rate
- Applies your firm's materiality thresholds — doesn't flag immaterial noise
- Source-traces every adjustment to the underlying data room document and cell
The Report Assembles Itself. Your Team Sharpens the Narrative.
Report assembly is the least valuable use of your team's time — and it always eats the last week. Your VDD Report Agent pulls from every workstream's output and generates a 32-page VDD in your firm's template, with cross-references auto-linked and formatting consistent throughout.
- Generates all report sections from workstream outputs in your firm's standard template
- Auto-links cross-references between QoE, NWC, cash proof, and findings sections
- Every number traces back to source data — partners can audit the trail in minutes