Overview

The app panel is where a deal actually happens — documents get uploaded, buyer questions get answered, financials get reported, and the AI does most of the first-pass work.

It's built for the people running or supporting an M&A due-diligence process: sell-side teams preparing a company for sale, buy-side teams and advisors evaluating one, and the CFOs, legal counsel, and deal leads on both sides who need fast, well-cited answers instead of a pile of spreadsheets and email threads.

The dashboard

Every deal opens on its dashboard. At first it's a checklist — import your data, generate reports, build a management presentation. Once that's done, it becomes a home base with quick links to invite teammates and manage tasks.

valorio.ai — Dashboard

How a deal moves through the app

1. 1The deal's data room is set up, with a folder structure for Legal, Financial, HR, TX, and so on.
2. 2Data sources are connected, so revenue and expense data starts flowing in automatically.
3. 3Reports get generated from that data, and an analysis run scans them for anything worth flagging — a finding.
4. 4Findings that need follow-up become tasks, assigned to whoever owns that part of the deal.
5. 5Buyers ask questions through the Q&A queue; VALORIO drafts an answer for a human to review and send.
6. 6Anything that doesn't fit a standard report gets asked directly through Mesh IQ, which reasons across multiple reports at once.