ma-diligence — launch kit

1-liner

On-prem M&A data-room Q&A for boutique IBs + corp-dev. Documents NEVER leave the deal team's network.

Tweet hook

Mid-market M&A diligence: 200-500 docs, 30-60 days of associate time at $150/hr.

Built an on-prem Qwen RAG. Boutique IBs spin up an instance per engagement. Documents never reach a cloud LLM. $2-10K/engagement.

Workflow 🧵

Outreach (B2B, no cold spam)

• LinkedIn DM partners at boutique IBs (Houlihan-tier and below)
• Direct to corp-dev VPs at mid-market companies

Outreach template

Subject: data-room Q&A on-prem ($2K/engagement)

Hi {first} — for {firm}'s diligence work.

Modern Q&A over a data room saves 30-50% of associate time. Cloud-LLM
options (Box AI, Harvey) require sending docs to OpenAI/Anthropic —
deal-room contents.

We do it on-prem on Qwen 30B. Your network only. $2-10K/engagement.

Free pilot on your next deal. Reply if interested.

SEO content

1. "On-prem AI for M&A diligence — privacy guide"
2. "Harvey / Box AI vs on-prem Qwen — what mid-market IBs need"

ma-diligence

On-prem M&A due-diligence Q&A. Boutique investment banks and corp-dev teams index the deal data-room locally; ask questions; never expose target-company documents to a cloud LLM.

Pricing

• $2,000-10,000 per engagement (one deal, install-and-train)
• $5,000/mo retainer for active deal-flow (5-10 deals/mo)
• $50K/yr white-label license for boutique IBs

Hard compliance

qa.py REFUSES to start unless MA_LOCAL_LLM_URL resolves to a local network address. The deal-room contents never reach a cloud API by design.

Run

cd C:\openclaw-products\ma-diligence
python -m venv .venv
.\.venv\Scripts\activate
pip install -e .

# LM Studio with Qwen running locally

diligence index C:\deals\projectAcme\dataroom --out dataroom.idx
diligence ask --index dataroom.idx "What is the customer concentration risk?"

Roadmap

• Embedding retrieval (local BGE / nomic)
• Pre-built diligence-question library (M&A 200-question checklist)
• Auto-flag suspicious clauses (change-of-control, MAC, etc.)
• Cross-doc reconciliation (revenue in P&L vs MRR sheet)
• Audit log of every question asked (for engagement records)
• PDF export of Q&A session (post-deal artifact)