M&A readiness

What you know, ready to change hands.

In a sale, a merger or a succession, most of what makes the company run lives in documents, exchanges and people's heads. I gather this scattered data into a queryable memory (RAG), an assistant that answers with its sources, and I extract the useful entities, clients, contracts, contacts, deadlines, to feed your client base (CRM). This data is sensitive: it is classified, hosted under your rules, and nothing is exposed without your consent. The result is not a mere report but a working system, and I have no stake in the transaction: my role is to structure, not to sell.

the outcome

The system, and its dossier

The deliverable is not just a report. You have a queryable memory (RAG) and a structured client base (CRM), both running. This dossier documents the system: what it covers, its access and confidentiality rules, what remains to be done. It is handed over in a personal meeting.

digital made clear — MISSION REPORT M&A readiness for [your company] Queryable memoryand structured data CONFIDENTIAL [date] · version 1.0 · Pierre-Yves Niederhauser
[your company] M&A readiness — 01 · FOREWORD What you have in hand This document accompanies a system alreadyrunning: a queryable memory of your documentsand a client base fed from what was scattered. Itexplains its content, its limits and its rules.It does not replace the system; it makes itunderstandable and ready for a third party to takeover. My role stops at structure: I take no part inthe transaction.Thanks to those who opened their files for me. Pierre-Yves Niederhauser CONFIDENTIAL page 2
[your company] M&A readiness — 02 · THE DATA GATHERED The data, gathered Your information lived in shared folders, mailboxes,sometimes only in a few heads. We gathered andcleaned everything that existed as a document:contracts, offers, minutes, correspondence,procedures. Nothing is invented: every item stayslinked to its source document. TWELVE SOURCES · ONE BASE FILE SERVERS MAILBOXES ACCOUNTING + 9 more 52,000 documents CLEANED AND TRACED CONFIDENTIAL page 4
[your company] M&A readiness — 03 · A QUERYABLE MEMORY (RAG) Just ask You ask a question in plain language; the assistantanswers, citing the source documents. What tookhalf a day of searching is found in a few seconds. EXAMPLE "Which contracts contain achange-of-control clause?" → Three contracts (Müller SA, Helvetia Tech, Romont lease),counterparty consent required. "Who handles maintenance at site B?" → Helvetia Tech, contract 2023-014, until 2027. Every answer links back to its source, verifiable. CONFIDENTIAL page 9
[your company] M&A readiness — 04 · ENTITIES, READY TO USE Your entities, ready From the same documents, the key information isextracted and structured, ready to enter your clientbase (CRM). ENTITYEXTRACTED Clients70 Contracts150 Contacts380 Deadlines90 RECORD EXTRACTED · SAMPLE Müller SAcontract 2022-08 contact A. Berset · deadline 06.2027 SOURCES: SIGNED OFFER 2022 · EMAIL OF 14.03.2024 CONFIDENTIAL page 13
[your company] M&A readiness — 05 · RULES AND CONFIDENTIALITY Who sees what PUBLICIn the memory, broad access. INTERNALIn the memory, team access. CONFIDENTIALRestricted, traceable access. SECRETNever ingested; kept offline. In a due diligence: the buyer sees what you choose toshow, every access is logged. What must stay offline stays offline. CONFIDENTIAL page 17
[your company] M&A readiness — 06 · ROADMAP Next steps STEPHORIZONCONDITION Open to the teamsShortTraining Connect the client baseShortTool Extend to archivesMidPre-sort Keep continuously updatedMidRoutine Review point6 months— Setup and hosting costs detailed in the appendix. CONFIDENTIAL page 20
[your company] M&A readiness — 07 · TECHNICAL APPENDIX Under the hood One source, two deliverables. Your documents PREPARATION · once Chunking + vectors Vector index AT EACH QUESTION Retrieval + generation Answer, with sources STRUCTURING Entity extraction Client base (CRM) Records deduplicated, ready to import. RAG — Retrieval-Augmented Generation CONFIDENTIAL page 24
01
Foreword Scope, method and tone of the report.
02
The data gathered Documents, exchanges and know-how, inventoried.
03
A queryable memory (RAG) An assistant that answers from your documents.
04
Entities ready to use Clients, contracts and contacts, structured for the client base (CRM).
05
Rules and confidentiality Who accesses what, what stays offline.
06
Roadmap Go-live, handover and next steps.
07
Technical appendix The system's architecture.

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