Evidence-Linked Claim Register for Deal Diligence Teams

A pre-memo diligence QA system for boutique M&A and investment advisors that works from the evidence set, not memo text alone. The team uploads selected diligence materials—CIM, QoE, key contracts, management presentations, customer concentration schedules, and model outputs—and AE builds a structured claim register where each proposed memo assertion must be linked to source excerpts, document provenance, date freshness, and support state. Before a memo goes out, the system checks for unsupported promotions, premise-conclusion severing, concession laundering, stale evidence, and claims whose confidence exceeds the cited material. Output is not generic writing advice; it is a release gate showing which claims are promotable, must be softened, need additional sourcing, or should be killed. The feedback loop comes from later objective outcomes: confirmatory diligence findings, discovered exceptions, retrades, and post-close misses, which update claim patterns over time. This is a diligence workflow product with portable intelligence and explicit behavioral contracts, not a chatbot or generic RAG layer.

Best case: this is a narrow, high-value diligence control product that converts evidence-review AI into memo-risk prevention, with objective feedback loops and a credible path to boutique advisory ARR.

Killed: move_cap_reached.