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The platform

Four pillars. Seven phases. One audit chain.

DealSafi governs every workstream of the institutional M&A lifecycle — from LOI to Day 100. Every decision recorded. Every guardrail enforced.

Pillar 1

Due Diligence Engine

AI extraction from every document in your VDR. Connects to Datasite, Intralinks, Ansarada, Box, and SharePoint.

Technical DD

Code quality, architecture, security posture, OSS licence audit, technical debt assessment.

Financial DD

Revenue quality, working capital, deferred revenue, inter-company transactions, covenant review.

AML / KYC

BSA programme review, SAR history, OFAC screening, beneficial ownership, CIP verification.

Legal DD

Contract review, litigation exposure, IP ownership, change-of-control clause extraction.

IP & Patent Registry

Patent portfolio mapping, OSS licence compliance, IP ownership chain, trade secret inventory.

Payment Infrastructure

BIN sponsorship, scheme membership, settlement flows, float and reserve analysis.

Pillar 2

Compliance Engine

32 guardrails across 6 jurisdictions. Every guardrail fires automatically when AI extraction identifies a gap. Every block includes a regulatory basis, cost estimate, and resolution path.

GR-008 — AML AUDIT PROGRAMME ACTIVE — PHASE GATE LOCKED
Finding

Last independent AML audit: 27 months ago. Required: every 12–18 months. Phase gate locked until engagement letter uploaded from a qualified AML audit firm.

Cost if missed

$8M–$47M FinCEN penalty  ·  Criminal referral risk: present

“If a guardrail fires, the deal cannot advance. If it is overridden, the reason is recorded permanently.”

United States

FinCEN, BSA, OFAC, money transmitter licences across all 50 states.

United Kingdom & EU

FCA authorisation, PSD2, GDPR Art. 28, e-money institution status.

Kenya

CBK licensing, KDPA registration, National Payment System Act.

India

RBI PPI licence transfer, DPDP Act 2023, RBI change-of-control approval.

Poland

KNF Approved Person continuity, Polish FSA notifications, PI authorisation transfer.

Additional Jurisdictions

Australia, Singapore, Nigeria, South Africa available at $8,000 per jurisdiction per deal.

Pillar 3

Workforce Intelligence

BSA Officers. KNF Approved Persons. CAMS-certified compliance staff. Regulated individual tracking, retention scoring, offer management, and org design.

Regulated role tracking

Every licensed individual identified, role mapped, continuity confirmed. Tracked to close and through Day 1.

Retention scoring

Flight risk scoring. Salary benchmarking. Retention package modelling. Guardrail fires if a critical regulated role has no confirmed retention plan.

Offer management

Offer letter workflow with countersignature tracking. Salary data isolated to CHRO and Deal Owner roles only.

Org design

Target org mapped against acquirer structure. Day 1 reporting line decisions documented in the audit chain.

Pillar 4

Integration Command

Compliance governance does not stop at close. The 100-Day plan, synergy tracker, and vendor rationalisation extend the audit chain through integration.

100-Day plan

Structured workplan. Milestone tracking. Owner assignment. Every decision logged to the audit chain.

Synergy tracker

Revenue and cost synergy tracked against pre-close projections. Variance alerts when actuals diverge from SPA assumptions.

Vendor rationalisation

Target vendor contracts mapped against acquirer stack. Duplicate identification. Termination notice tracking.

The foundation

Every action. Every decision. Every override.

SHA-256 hashed. Immutable. Permanent.

The audit chain is the legal record of how the deal was governed. It cannot be edited, deleted, or altered by DealSafi or its customers.

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Integrations

Connects to your existing stack

DealSafi is the compliance layer above your VDR — not a replacement for it.

Datasite Intralinks Ansarada Box SharePoint Microsoft Teams Okta Azure AD Workday DocuSign Salesforce Slack
See it working

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We show you exactly what your deal team sees — before you commit. Select your role and walk through the platform.

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