Deal acceptance without the wait.
A transaction advisory firm took days to accept a private-equity engagement. We built agents that run the acceptance checks side by side, send the hard calls to partners and turn each ruling into precedent.
Clients are not named, and identifying details are withheld or changed to protect their confidentiality. Each case illustrates the work rather than giving an exact account of it.
What the old way cost them.
Every private-equity request had to clear conflicts, independence and sanctions checks before work could start. It took days to get from request to go-live, while the client’s exclusivity window kept running.
- Days from request to go-live
- Conflicts, independence and sanctions checks before any work
- The client’s exclusivity window keeps running
- Checks run in parallel
- Partners rule on the edge cases
- Each ruling becomes precedent
What the system does, outcome by outcome.
- Intake fills itself from the CRM and ownership data, and every field shows where it came from.
- Deal parties resolve into an ownership tree, and each party and major owner is screened for sanctions and adverse media.
- A firm-wide conflicts search finds the same target on the other side and drafts the safeguards.
- An independence check walks the fund’s ownership tree against the firm’s restricted list.
- Approvals run in parallel by risk tier, tracked against the client’s exclusivity window.
- Engagement letters hold back any service the firm may not provide.
Where AI works, where people decide.
Rules
Independence rules, sanctions screens and engagement-letter limits are fixed rules.
Predictions
Sanctions and adverse-media matches are scored by risk, so clear cases move and doubtful ones stop.
Generation
Agents draft the intake, the safeguards and a briefing for partners, and answer questions from the file.
People decide
Partners and risk leaders rule on the edge cases. Each ruling is recorded and applied to the next matching request.
How it’s governed. Every step on record.
Celara is the governance layer. The firm’s objectives are computed live from the platform’s events, and each one traces to the rule, the decision and the person behind it. Partner rulings become precedent.
- Each agent is traced to the rules it applies.
- A partner’s ruling is codified and applied to the next matching request.
- The same layer governs the firm’s client-facing AI programs.
What the system does every day.
- Acceptance checks run in parallel.
- Partners rule on the edge cases.
- Each ruling becomes precedent.
- Independence is checked before go-live.
Bring one process you want to fix.
We’ll show you agents running it on your rules, with people deciding where it matters.