YOUR NEGOTIATING REFERENCE
The M&A Guide
Understand the issue. Develop your position.
For an adviser reviewing, drafting or negotiating an agreement.
Explore the Guide →- How you start
- Open a topic. No deal setup required.
- What you work with
- Analysis, drafting alternatives, personal notes and prompts for your own AI.
What you can do
- Find the provision
Search the full text of 89 agreement topics and move between related provisions.
- Understand the risk
Read the purpose, starting analysis, practical checks and common pitfalls.
- Compare positions
Explore buyer, balanced and seller approaches, including the arguments behind them.
- Examine the evidence
Review attributed market findings, source notes and editorial assessments.
- Adapt drafting
Read and copy 254 illustrative drafting alternatives across the Guide.
- Keep personal notes
Save a position, fallback, rationale and questions against a provision.
- Use your own AI
Open the separate prompt builder: six tasks, a general M&A option and topic-specific diagnostic checks, stress tests and outputs.
YOUR TRANSACTION WORKSPACE
Command Center
Organize the work. Keep the team aligned.
For the deal lead and the advisers, clients and counterparties involved.
Explore Command Center →- How you start
- Create a deal or import an existing tracker.
- What you work with
- A shared deal record, clear next actions and Word/Excel updates.
What you can do
- Set the deal context
Record your side, transaction structure, process, risk allocation and signing/closing arrangements.
- Bring in existing work
Import an Excel tracker, map its columns, resolve owners and review duplicates.
- Assign the next action
Organize workstreams and give each item a person or team, a deadline and a next step.
- Connect documents and versions
Register documents, upload versions and link work to the version reviewed.
- Record the discussion
Keep comments, decisions, rationale and change attribution with the relevant work.
- See what is holding things up
Connect prerequisites and see progress toward signing and closing.
- Control external collaboration
Share selected work with same-side advisers or counterparties while retaining internal analysis.
- Prepare an update
Select work for an agenda or status report, preview the audience-specific content and export Word or Excel.
Use either product independently. Both are invitation-only. The examples on these pages use fictional content and require no product access.