ContextIQ
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01  For M&A and deal teams

Get current on a live deal
before the next call.

Where the deal stands, what changed, what was agreed with the other side, and what is still open. Brought together from the email, documents and call notes your team already has.

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Sounds like your week

01Before a call with the counterparty
02Joining a deal mid-process
03Tracking diligence questions
04Understanding why a term moved
05Running several deals at once

02  Trigger moments

The data room has the documents.
The deal lives in the inbox.

Five moments where the state of a deal sits in threads and call notes rather than anywhere a team can see it.

01Before a call with the counterpartyKnow the latest position on price, structure and open points without rereading a week of threads.Call prep
02Joining a deal mid-processGive a new associate or adviser the history of how the terms got here, with sources.New to the deal
03Tracking diligence questionsSee which requests are answered, which are outstanding, and who is waiting on whom.Diligence
04Understanding why a term movedRecover the reasoning behind a change in valuation, earn-out or warranty position.Decision context
05Running several deals at onceSwitch between processes without losing the thread on any of them.Parallel deals

03  Catch me up

One question.
The answer, and where it came from.

Ask in plain English. ContextIQ reads what your team already produced and returns the current state, what changed, and what is waiting on you.

ContextIQ/ Project Halden
Updated 2m ago
Catch me up on Project Halden: where the deal stands and what is still open.

Current state

Heads of terms were agreed at the revised valuation after the second management call. The buyer's counsel has asked for the full customer contract set before confirmatory diligence closes, and the earn-out mechanics are still being negotiated. Two items are outstanding: the updated financial model from the target, and the vendor's response on the warranty cap.

View full timeline →

Management call notes2 Oct
Heads of terms email7 Oct
Diligence request from counselYesterday

04  What changes

Calls start informed

Everyone joins with the same, current picture of the deal.

Faster handovers between advisers

A deal moves between team members without the history being rebuilt from memory.

Open points stay visible

Outstanding diligence requests and negotiation points do not get lost in long threads.

Reasoning kept with the terms

Why a term changed stays attached to the record of what changed, with the source.

05  How ContextIQ works

Four steps.
The same every time.

The product does not change by team. Only the questions people bring to it do.

01

Connect

Bring in relevant information from the tools your team already uses.

02

Understand

ContextIQ extracts the important history, decisions, changes and relationships.

03

Ask

Ask direct questions such as "catch me up on X" in plain English.

04

Act

Understand the current state and what needs your attention next.

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Security & deployment

Working with confidential deal information?

Each person’s connected email stays private to them and to admins unless it is filed under a deal, and Drive imports only the folders you choose. See what exists today and where private deployment stands.

View security & deployment

06  For M&A and deal teams

See how ContextIQ could keep your team current on every live deal.

Show us a representative deal workflow or the catch-up you repeat before every call. We'll show you how ContextIQ could pull the current state together, with sources.

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