AI for your team
We build the AI set-up your firm works in, around your templates and your way of running a process, then come back every month to run it with your team and teach the next piece of it.
Built in
Claude
ChatGPT
Copilot
Gemini
Word
Excel
PowerPoint
Outlook
Teams
The problem
A firm buys the seats, two people experiment, the rest stop after a poor first draft, and nobody is certain what can safely go in. The licence renews anyway.
What we do
One build at the start and then a monthly rhythm of running it with your team and teaching the next piece. You can stop the monthly part and keep the build.
Built once
We set your AI up around your templates, your documents and the way your firm runs a process. Paid once, or spread over twelve months at no extra cost.
- TemplatesTeaser, CIM, buyer list, in house style
- DocumentsPast work the AI may read
- ProcessHow your firm runs a sale, step by step
- SeatsThe AI you already pay for
Run every month
We sit with your team every month, go through what the set-up is being used for, and fix what has drifted as your deals and your templates change.
On your work- Summarise a CIM in house style
- Build a buyer list and check it
- Draft a teaser from a model
- Check what the AI produced
Taught every month
A session a month on your real deal tasks. Each one builds on the last, so the standard rises across the firm rather than in two people.
Training- 1Ask for a one-page summary of the Project Oak CIM in your firm's house style.
- 2Ask it to list each figure it used and where the figure came from.
- 3Open two of those sources and confirm the figures yourself.
- 4Mark what you would change before a partner reads it.
Your accounts
The accounts, the licences and the billing stay with your firm, in your firm's name. We build inside them and teach your team to work in them. Nothing about your AI depends on a Verdalyze account, and nothing stops working if you stop working with us.
The rules
A plain written policy covering where AI helps deal work, where it does not, and what must never go into the wrong tool. It goes in your handbook, in your firm's words, and your partners sign it off.
One pageFirst drafts, summaries, checking figures against sources
Anything a client sees before a person at the firm has read it
Client names and deal data in a personal account
The way in
About two hours of teaching for your deal team, prepared and taught on the mandates your firm has open rather than an invented company. One payment, nothing else committed, no free version and no taster. Most firms meet us through it, and a firm that arrives this way can spread the build over twelve months.
01
About 2 hours, your team in one room
One session, in person or over Teams. We prepare on one or two of your live mandates beforehand, under an NDA you are comfortable with.
02
A CIM read down to one page
In your house style, with every figure listed beside the source it came from, then two of those sources opened and confirmed in the room.
03
A buyer list built and tested
Built against one of your live mandates, then attacked: which names would a partner strike out, and what in the list made them strikeable.
04
What must never go in
Which material can go into which tool at your firm, written down in your firm's words before the session ends.
Step 4 of 4First draft
Project Oak: one-page summary
- Revenue FY25£18.4mP&L!F12Confirmed
- Gross margin FY2534%P&L!F19Confirmed
- Adjusted EBITDA FY25£3.1mModel shows £2.9mDoes not tie
Change before a partner reads: EBITDA does not match the model. Fix the figure, keep the house style.
Further reading
Notes from our insights on where a small deal firm should begin, and how to choose who helps.
What we have built
We ran the AI for M&A course for a firm's team on the work it keeps in-house. Its project page gives what is on record for it.
Common questions
What is AI for your team?
Your firm's AI set-up, built once around your templates and your process, then run and taught with your team every month.
Do you run the tools on our deals for us?
No. That is deal work done, which is a separate service. Here we build the set-up your own team works in and teach them to work in it.
Whose subscriptions are they?
Yours. The accounts and the licences are in your firm's name and your firm pays for them directly. We do not resell AI and we take no margin on it.
Which AI do you build on?
Whichever your firm has chosen: Claude, ChatGPT or Copilot. If you have chosen none yet, we will tell you plainly which we would pick for your firm and why, then you buy it.
Can we pay for the build over time?
Yes, over twelve months at no extra cost. There is no discount either way, and no interest.
How long is the AI for M&A course?
About two hours. We would rather say about two hours than promise a number to the minute and then run over on your team's questions.
Do we have to show you a live deal for the course?
One or two, under an NDA you are comfortable with. The course is built on them and it is weaker without them. If your firm will not share a live mandate, we will say so before you book rather than teach you a generic version.
Is there a free version of the course, or a taster?
No. We do no free sample work of any kind, and that includes teaching.
Can we take the course and stop there?
Yes. It stands on its own and commits you to nothing else.
Who should attend?
Anyone who does deal work, with at least one partner in the room, so the standard is set from the top.