Intelligent deal
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Northstar automates the diligence pipeline. Connect your SharePoint and Outlook — and before your team opens a single file, Northstar has already drafted analyses, flagged data gaps, and linked source documents. The groundwork is done. Your team starts with substance.
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Bennett Bishop
bennett@northstarapp.ai
Welcome to Northstar. I've analyzed all documents in the dataroom and mapped them to Financial Accounts. I can help with:
- • Finding and summarizing specific documents
- • Answering questions about deal context and financials
- • Identifying potential QoE adjustments or red flags
Summarize key contracts and reconcile them against the recorded expenses
Key Contracts Analysis & Expense Reconciliation
Meridian Industrial Technologies, Inc.
EXECUTIVE SUMMARY
Based on my review of vendor agreements, customer contracts, and financial records, I've identified material discrepancies between contractual commitments and recorded expenses:
- • Total Vendor Contracts identified: $158.9M annual value across 18 major agreements
- • Recorded COGS (FY2024): $427.0M
- • Recorded Operating Expenses (FY2024): $238.7M
- • Key Gap: Major raw material supplier representing ~$72M in annual contracts show only ~$48M in AP aging
PART 1: VENDOR CONTRACTS SUMMARY
| Vendor | Service/Product | Annual Value | Term | Source Document |
|---|---|---|---|---|
| DuPont de Nemours | Specialty chemical raw materials | $26,000,000 | 2-year, biannual renewal | DuPont_de_Nemours_Inc.pdf |
| BASF SE | Chemical intermediaries and resins | $22,500,000 | 2-year, biannual renewal | BASF_SE.pdf |
| FANUC Corporation | Robotic arms and controllers | $18,000,000 | 5-year, biannual renewal | FANUC_Corporation.pdf |
The diligence pipeline
Documents land, get matched to requests, analyses run, and gaps surface — automatically.
Every deal runs the same exercises. Northstar proactively does the groundwork — draft analyses, flagged inconsistencies, linked sources — so your team walks into the deal ready to refine, not start from scratch.
Ask anything about the deal
Every answer links directly to supporting documents, request list items, and prior analysis — with page-level citations.
Account Mapping
Documents auto-tag to relevant accounts in the chart of accounts. Navigate the dataroom through the trial balance instead of a folder tree.
IRL Tracker
No more manually checking documents against a spreadsheet. Every time a document lands, completeness is re-evaluated and outstanding items surface automatically.
Incoming Data
A unified feed of everything new on the deal — emails from Outlook, documents from SharePoint, and team uploads. Northstar reads every Excel line, every contract clause, every schedule and exhibit.
Workstream Analyses
Every deal runs the same 5-50 exercises. Northstar proactively drafts each one — structured briefs, flagged gaps, linked evidence — so your team starts reviewing, not building from scratch.
Deal Intelligence
Every document, email, and request feeds a single intelligence layer. The system reads, matches, analyzes, and flags alongside your team — proactive diligence instead of reactive.
How it works
From raw dataroom to deal intelligence in three steps.
Connect your dataroom & IRL
Connect your SharePoint dataroom, Outlook inbox, and information request list. Northstar ingests hundreds of documents and builds a complete picture — classifying files, mapping them to the trial balance, and tracking what's been received against each IRL item.
Get draft analyses on day one
Apply a workstream template and Northstar proactively drafts every analysis — structured briefs, flagged inconsistencies, linked source documents, and a chat thread to dig deeper. Your team walks into the deal with the groundwork already laid out.
Ask questions, get cited answers
Any team member can ask natural-language questions against the full document set. Northstar returns synthesized answers with page-level citations pointing to specific documents.
What does the revenue recognition policy say about multi-year contracts?
Per the revenue schedule (Doc 4.2, p.12), multi-year contracts are recognized ratably over the service period...
Most tools make you start from a blank page. Northstar drafts the analyses, flags the gaps, and links the evidence before your team opens a single file — so your people spend their time on judgment, not assembly.
Northstar meets
deal teams where
they are.
Financial Diligence
QoE and advisory teams running revenue, EBITDA, and working capital analyses across high document volumes — with coverage tracking built in.
Private Equity
Investment professionals running buy-side diligence who need at-a-glance workstream coverage, faster access to deal intelligence, and fewer surprises at close.
Corporate Development
Internal M&A teams managing acquisition pipelines who need template-driven diligence workflows and structured analysis at scale.
Transaction Advisory
Advisory firms supporting complex transactions with multi-party coordination and regulatory requirements.
Impact
A typical diligence professional spends 20-30% of their time just searching.
Today every step in that pipeline is manual. Someone downloads new files, checks them against a spreadsheet, reads through documents to build their analysis, and keeps a running list of outstanding gaps. Northstar automates the entire pipeline.
0hrs
Saved per deal
10-40 hours recovered
0hrs
Recovered per year
Across 4-10 deals
0x
Estimated ROI
Per seat, annually
0wks
Working weeks returned
Per team member
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