M&A Intelligence.
Deal to Close.
NavTik unifies your entire M&A process — deal pipeline, AI-assisted due diligence, secure data rooms, risk scoring, and IC-ready reports — in one platform built for serious deal teams.
Everything your deal team needs.
Nothing it doesn't.
NavTik replaces the fragmented stack of Excel trackers, email chains, shared drives, and PowerPoint decks with a single, AI-powered deal intelligence platform.
Deal Pipeline
Kanban-style pipeline with deal stages from sourcing to close. Every deal — including terminated ones — preserved for institutional memory.
- Stage tracking & deal scoring
- Terminated deal archive for learning
- Team assignment & activity log
Due Diligence
Structured checklist, live risk scoring, AI-generated findings summaries, and a conditions tracker — all connected to your data room.
- 20-item generic DD template
- Risk matrix (Likelihood × Impact)
- ✦ AI risk summary & gap detection
- Conditions Precedent tracker
Data Room
Secure, organised document vault with AI-powered analysis. Upload documents, classify automatically, and extract key insights in seconds.
- ✦ AI document analysis
- Change-of-control clause detection
- Version control & access permissions
IC Papers & Memos
AI-drafted investment committee papers that pull live data from your diligence findings, risk scores, and deal metrics.
- ✦ AI-drafted IC memo
- Live risk register integration
- Export to Word in one click
Valuation
EBITDA normalisation, EV/EBITDA multiples benchmarking, and deal structure modelling — earnout, escrow, and consideration waterfall.
- EBITDA bridge & normalisation
- Market comparables
- Consideration structure modelling
Post-Merger Integration
100-day integration plans, synergy tracking, and post-close task management — all pre-populated from your diligence findings.
- 100-day plan auto-generated
- Synergy tracker
- Diligence-to-integration handoff
AI that works like a senior analyst.
Available 24/7.
Every AI feature in NavTik is purpose-built for M&A workflows — not a generic chatbot bolted on.
Document Analysis
Upload any document — financials, contracts, board packs — and get an instant structured summary with extracted metrics, red flags, and clause highlights.
DD Gap Detection
Automatically identifies missing documents across your checklist and data room. Calculates a completeness score and surfaces the blocking issues before your IC deadline.
Risk Scoring & Summary
Every checklist item is scored on Likelihood × Impact. The AI generates a deal-level risk summary with workstream breakdowns and a clear "Ready / Conditional / Not Ready" verdict.
IC Paper Drafting
One click generates a structured Investment Committee memorandum — pulling live data from your pipeline, diligence findings, risk matrix, and valuation model. Export to Word instantly.
Historical Deal Intelligence
NavTik never deletes terminated deals. Surface patterns across your deal history — "similar change-of-control risk appeared in 3 previous deals" — and learn from every process you've run.
Clause & Obligation Extraction
Automatically extracts change-of-control clauses, assignment restrictions, termination rights, and notice periods from contracts — so your legal team focuses on judgement, not reading.
From first call to signed SPA
in one platform.
Create the Deal
Add a target company to the pipeline. Set the deal stage, assign your team, and NavTik creates a structured workspace instantly — data room, DD checklist, and document vault ready to go.
Upload & Analyse Documents
The target uploads documents to your NavTik data room. AI automatically classifies files, extracts key data points, and flags red flags — financials, contracts, HR data, IP, and tech stack.
Run Structured Diligence
Load the generic DD checklist template. Assign items across Legal, Financial, Operational, and Technical workstreams. Track status, raise findings, and watch the risk score update in real time.
Score Risk & Track Conditions
The Risk Dashboard gives you an overall deal score and workstream breakdown. Critical findings auto-generate Conditions Precedent. The CP tracker shows what needs to be resolved before signing.
Generate the IC Paper
One click drafts your Investment Committee memo — pre-populated with deal metrics, risk findings, valuation assumptions, and a deal recommendation. Export to Word for final edits.
Close & Integrate
Post-close, NavTik pre-populates your 100-day integration plan from diligence findings. Synergy tracking and task management ensure nothing from DD falls through the cracks post-signing.
Built for every team
in the deal room.
Corporate M&A Teams
Run structured diligence processes, maintain deal history across acquisitions, and generate IC papers without rebuilding templates from scratch each time.
- Deal pipeline visibility for leadership
- Consistent DD framework across all deals
- Historical deal archive & learnings
Private Equity & VC
Manage multiple portfolio company acquisitions simultaneously. AI flags concentration risks, compliance gaps, and financial anomalies across your deal flow.
- Multi-deal pipeline management
- AI risk scoring & comparison
- Standardised diligence across portfolio
M&A Advisors & Bankers
Run client deal processes on a single platform. Deliver AI-enhanced diligence, professional data rooms, and IC-ready deliverables — faster than any traditional approach.
- Client-branded deal workspaces
- Professional deliverables in one click
- Secure multi-party data room
The M&A process hasn't changed.
The tools finally have.
- ✕DD tracked in a shared Excel with 12 tabs and a V17 in the filename
- ✕Documents scattered across email, Dropbox, and WhatsApp
- ✕IC memo rebuilt from scratch every deal by the most junior analyst
- ✕Risk findings in a Word doc nobody updates after week 2
- ✕Terminated deals disappear — no institutional memory
- ✕6 weeks of diligence, 40% of which is chasing documents
- ✓Structured DD checklist with live risk scoring — no spreadsheets
- ✓Secure data room, AI-classified, linked to DD checklist items
- ✓IC memo drafted by AI in one click from live deal data
- ✓Findings log with Conditions Precedent tracker and deadline alerts
- ✓Every deal — including terminated — preserved and searchable
- ✓Up to 4× faster diligence. AI does the reading; you do the thinking
Ready to modernise
your M&A process?
NavTik is in active development. Contact us to discuss early access, a live walkthrough, or integration with your existing deal stack.
- Personalised onboarding for your deal team
- Custom DD templates for your sector
- Direct access to the founding team