Private Equity / M&A — Deal-Room Copilot with Portfolio-Ready Controls

Client profile: PE / corporate development / portfolio operations

Situation

Diligence and post-close integration repeatedly stall on messy data rooms, unclear source-of-truth, and high stakes decision-making—while confidentiality and access control are non-negotiable.

What MHN implemented (public-safe)

• Data room governance: asset inventory, ownership tagging, sensitivity boundaries

• Identity + access boundaries: strict role-scoped access with auditability

• Governed RAG: provenance-first answers tied to approved deal materials

• Trusted agent workflows: controlled assistance for Q&A, issue tracking, memo support

• CacheGuard: predictable spend during intense diligence cycles

• One-Click SoT (GitHub → AWS): isolated, secure environments per deal/workstream with monitoring and evidence export

  
  

Outcomes (typical)

• Faster turnaround on diligence questions and IC materials

• Reduced leakage risk through controlled access + auditable usage

• Repeatable process across deals (less reinvention, fewer errors)

• Cleaner post-close handover because governance is built in from day one

  
  

CTA: Request a “Deal Evidence Pack” template + pilot scope for one transaction.

Note: These examples are anonymized composites and may combine elements from multiple engagements to protect confidentiality.