It works like an analyst.You keep the call.
The data room is the anchor: indexed, mapped by entity, read against the deal thesis, and re-read every time the seller uploads. Vendor reviews and portfolio audits fill the weeks between deals. No copy of the room leaves your network.
One matter, end to end.
The role is wider.
One typical matter, start to finish. The steps illustrate the job, they do not bound it. What the agent will not do is a list of decisions, not a list of tasks.
Indexes and reconciles
Every document classified, dated, and tied to an entity, then checked against the request list. What is missing is visible on day one, not in week three.
Maps the structure before the risk
Which entity holds which contract, which survive the deal structure, and which sit with a subsidiary nobody is buying. The map decides what matters.
Works the thesis, not a checklist
If the deal rests on recurring revenue, it checks the backlog is contracted, assignable, and not terminable at will. The thesis sets the reading order.
Follows the thread to the number
A change of control clause leads to the customers it covers, then to the share of revenue behind them, then to what the buyer loses on day one.
Checks the room against itself
A cap in the master agreement, a carve-out in an amendment, a side letter reversing both. The contradiction is the finding, and search never returns it.
Re-runs on every upload
Documents land all week. It diffs the room against its last pass and reports which findings changed, rather than starting the read over.
The weeks between deals
The six steps are one data room. The same agent runs vendor risk reviews, contract portfolio audits, post-merger integration checklists, and the annual insurance renewal file. New work is a line in the brief, not a new deployment.
What lands
on your desk.
The deliverables, named. Each arrives as a draft with a person's name on the review, and every line in it carries the source it came from.
The issues list, ranked by exposure
Each finding cites document and section, with the figure or the obligation behind it, ordered so the first ten are the ones that move the price.
The red flag memo
The half dozen findings that change the shape of the deal, written in prose a partner can take into a call without re-reading the room.
The request list
What was referenced and never uploaded, what is unsigned, and what does not reconcile, addressed back to the seller in their own numbering.
The contradiction map
Where an amendment, a side letter, and the master agreement disagree, shown side by side with the operative language.
The limit is authority,
not the task list.
It will take any work the role covers. These decisions still reach a person, regardless of how confident the model is.
Anything that moves the price
Findings with a valuation consequence are surfaced to the deal team on sight, not batched into the end-of-week report where they lose a week.
Privileged and restricted material
Documents outside the clean team's scope are excluded by the brief and logged as excluded, so the boundary is auditable after the fact rather than asserted.
The judgment call
The agent produces the list. What is material, what gets negotiated, and what ends the deal are decisions with a person's name attached to them.
From brief
to live matters.
The same four steps for every agent, because the runtime underneath does not change between them.
- 01
The brief
We write down the job, the sources it may rely on, and the calls it never makes alone. You sign it before the agent connects to anything.
- 02
Reading rights
Read-only access to the corpus it needs: the contract archive, the data room copy, the case system. Nothing is written back during onboarding.
- 03
Supervised run
It works a matter your team has already closed. You compare its output against what your people produced, line by line, and the brief is tuned on the disagreements.
- 04
Live matters
It starts real work behind the thresholds you set, and they widen as the numbers hold. A named engineer stays on call for 90 days.
Same runtime,
different job description.
Each agent is a brief and a set of reading rights on infrastructure you have already deployed and already had reviewed.
“Give us a matter you have already closed. The agent works it cold, and you compare its issues list against what your team actually filed. That comparison is the whole sales process.”
Sebastian Mondragon, Founder of Particula Tech