AI-Powered M&A Synergy Intelligence

What Takes a Big 4 Team 4 Weeks, Velintis Delivers in 4 Hours.

Velintis is an AI platform that reads every document in your data room — contracts, financials, leases, vendor agreements, tax files — and delivers a quantified synergy report with full audit trails, industry-weighted confidence scores, and IC-ready output.

Works for buy-side diligence with target data only, or full two-sided M&A analysis comparing both entities simultaneously.

AES-256 EncryptedDeal-Isolated StorageDeleted After DeliveryNo Training on Client Data
The Synergy Gap

The industry has a synergy problem. Most deals never capture the value they projected.

70%

of M&A deals fail to capture projected synergies

McKinsey & Company

60%

of acquirers overestimate synergy value at close

Bain & Company

3–4 weeks

average time for a manual synergy assessment

Deloitte M&A Trends

Why synergies
get missed

Manual sampling

Deal teams review 10–20% of data room documents under extreme time pressure. The synergy in document 47 looks the same as a blank page at that pace.

Single-entity thinking

Traditional analysis looks at each company separately. True synergies only appear when you compare both sides simultaneously — same vendor, different rates, same city, separate offices.

Time pressure

A Big 4 team takes 3–4 weeks for a manual synergy assessment. By the time it's done, the deal is often already at heads of terms.

Unstructured data

Vendor rates buried in PDFs. Headcounts in spreadsheets. Office costs in lease agreements. Humans miss connections across document types. AI does not.

Velintis solves this by analyzing 100% of the data room — not the 10–20% a human team can sample under time pressure.

How It Works

Five steps. Hours, not weeks.

01 / Upload

Upload your data room

Upload documents for one entity or both sides of the deal — PDFs, contracts, spreadsheets, org charts. Works for buy-side diligence with target data only, or full two-sided M&A analysis. AES-256 encrypted end-to-end.

02 / Classify

AI reads every document

Every document is classified across 3 Vectors, 8 Dimensions and 25 Levers. Unlike manual review that samples 10–20%, Velintis processes 100% of the data room — vendor rates, headcount data, lease terms, tax structures — nothing is missed.

03 / Compare

Cross-entity comparison

The engine compares acquirer data against target data — same vendors at different rates, overlapping headcount, duplicate offices. Synergies are identified only where genuine overlap exists between both entities.

04 / Review

Advisor review

Every finding is surfaced in the platform for advisor review. The advisor can inspect each finding — the rationale, the source document, the exact calculation, the confidence score. The advisor edits, validates, or removes findings. No report can be exported without explicit advisor sign-off. This is the human-in-the-loop gate.

05 / Deliver

Export IC-ready report

A professionally formatted synergy report with executive summary, lever register, dimension charts, confidence scores, and plain-English rationale for every finding. Ready for your Investment Committee on Day 1.

Illustrative Example

Project Falcon — Sample Analysis

A fictional $240M technology sector acquisition. 52 documents uploaded across acquirer and target. Analysed in 4 hours and 23 minutes.

Synthetic example — company names, figures, and findings are fictional. For illustration only.

Total Synergy Identified$4.2MAnnually across 4 dimensions
NPV-Adjusted Value$3.6MAt 86% avg confidence
Documents Processed52Across both entities · 4h 23m
Cost Synergies

Price Harmonization

$374,400Annual synergyLow complexity
Acquirer · Horizon Capital

Horizon Capital pays $45/unit to Vendor A — $2.4M annual contract (Section 3, Vendor_Agreement.pdf)

Target · Meridian Technologies

Meridian Technologies pays $38/unit to the same vendor — 15.6% lower rate on identical service

Audit Trail

Both entities contract with Vendor A. Applying Meridian's lower rate ($38/unit) to Horizon's combined volume yields $374,400 in annual savings. Primary evidence: Vendor_Agreement.pdf, Section 3 and Supplier_Contracts.xlsx, Tab 2.

Cost Synergies

Headcount Consolidation

$720,000Annual synergyMedium complexity
Acquirer · Horizon Capital

12 Finance Analysts at Horizon Capital — $95K average base salary (Section 4, Org_Structure.docx)

Target · Meridian Technologies

8 Finance Analysts at Meridian — combined entity requires 14, not 20

Audit Trail

Org_Structure.docx (Section 4) identifies 12 duplicated analyst roles at $95K base. Using 1.0x fully-loaded multiplier = $95K per role. Eliminating 6 overlap roles: 6 × $120K fully-loaded = $720,000 annually.

Revenue Synergies

Cross-Sell Opportunities

$1,500,000Annual synergyMedium complexity
Acquirer · Horizon Capital

Horizon Capital product suite — 3 core products, $50K average contract value

Target · Meridian Technologies

Meridian has 200 customers with zero exposure to Horizon products — 15% penetration rate applied

Audit Trail

Customer_List.xlsx identifies 200 Meridian accounts with no Horizon product exposure. Applying a conservative 15% cross-sell penetration at $50K ACV = $1.5M incremental revenue annually.

Geographical Footprint

Real Estate Redundancy

$280,000Annual synergyLow complexity
Acquirer · Horizon Capital

Horizon Capital: 2 offices in Mumbai — Andheri and BKC, $420K combined annual lease

Target · Meridian Technologies

Meridian Technologies: office in Andheri — $280K annual lease, 2.1 miles from Horizon BKC

Audit Trail

Lease_Agreements.pdf confirms Meridian's Andheri office (Section 2.1) is 2.1 miles from Horizon's BKC office. Consolidating into Horizon BKC eliminates the Meridian lease: $280,000 annual saving.

Deliverables

What your deal team receives

01

Full synergy quantification with dollar-value estimates

Every identified synergy across 3 Vectors, 8 Dimensions and 25 Levers — named, quantified, and ranked by impact value. Not estimates. Derived from actual numbers in your documents.

02

Evidence-backed rationale for every finding

Every figure is traceable to a specific clause, section, or data point. Acquirer position, target position, the delta, and why it constitutes a genuine synergy — all shown explicitly.

03

Confidence scoring calibrated to your industry

Every finding is scored against industry-specific baselines. PE partners and IC committees can immediately see which findings are high-conviction and which require further validation.

04

Complexity and feasibility scoring for execution

Every finding rated Low, Medium, or High complexity. Deal teams know immediately which synergies are Day 1 quick wins and which need 9–12 month integration programs.

05

One-click IC-ready report export

A boardroom-ready PDF with executive summary, synergy architecture ledger, dimension charts, 100-day integration roadmap, and AI rationale. Formatted for Investment Committee presentation.

06

Organisation audits on both entities

As a byproduct of the M&A analysis, you receive an independent internal audit of each entity — surfacing internal efficiency opportunities and risks, separately from the combined synergies.

Who It Is For

Built for professionals who close deals

PE Deal Teams

Private Equity Firms

Rapid synergy sizing before IC approval. Run quantified analysis on acquisition targets before and after close — without waiting 3–4 weeks for a Big 4 team.

Corp Dev

Corporate Development

Validate deal economics with defensible numbers. Accelerate internal deal assessments without adding headcount. Structured synergy view in hours.

Advisory Firms

M&A Advisory

Deliver premium synergy analysis without expanding headcount. Differentiate your mandate with AI-powered insights grounded in actual document evidence.

IB Teams

Investment Banks

Add quantified synergy analysis to fairness opinions and sell-side mandates. Every finding auditable, every figure traceable to source documents.

Your data room documents are AES-256 encrypted, stored in deal-isolated environments, and deleted after delivery. No client data is ever used to train AI models.

Read our security framework →
Early Access

Apply for Pilot Access

Velintis is onboarding a select group of early partners for the 2026 pilot program. Full access, dedicated support, and guaranteed turnaround within hours.

We respond to all enquiries within 24 hours. NDA available on request.