Introduction

For M&A and Financial Advisory firms, the speed and quality of preparation directly influence mandate execution. Missing figures, inconsistent disclosures, or unclear assumptions can slow progress, complicate buyer conversations, and extend time-to-market. AstrisNexus now addresses this with an integrated chat that connects directly to every flagged item identified during document processing. The result is a faster, more precise workflow that keeps materials accurate and reduces administrative friction.

Closing Information Gaps with Integrated Chat

Transaction materials inevitably include points that require clarification—missing financials, incomplete disclosures, or discrepancies between source documents, public information, or benchmark norms. These are the same questions potential investors or buyers would raise in early screening. AstrisNexus identifies them automatically and presents each issue at the exact data-field level where it occurs.

The video below demonstrates how flagged items appear in the interface and how missing inputs, clarifications, and validated updates are integrated seamlessly into the working materials.

Beyond clarifying the identified gap, the chat allows teams to provide corrected figures, supply missing context, upload supporting detail, or validate assumptions. Every confirmed input flows immediately into the structured dataset powering the materials, eliminating rework and ensuring consistency across the investment materials.

This replaces the multi-threaded back-and-forth that often slows preparation. Instead of separate emails, versioning challenges, or manual edits, teams work in one environment where questions, answers, and updated data remain linked and traceable. The result is a more efficient preparation loop, cleaner outputs, and a smoother path from mandate onboarding to buyer engagement.