Every deal is unique. WindShift supports your exact process.

Custom agent-driven workflows that run your firm’s workstreams end-to-end, source-cited research, firewalled deals, and partner-ready outputs that land in native PowerPoint. We're not bolting AI to consulting workflows. We're rebuilding workflows around AI.

Workflows, not generic chats.Custom agent-driven workflows for the workstreams your firm runs. Supervised, cited, accountable.

Every claim cited, auditable.Outputs trace to the line in the CIM, the row in the model, the timestamp in the transcript.

Every deal firewalled, by default.Workspace-level segregation. One engagement cannot see another, ever.

Lands in PowerPoint, not images or PDFs.Editable PPTX, DOCX, XLSX. Office-native when your team needs it.

Your process. Your executable workflows.

Custom agent-driven workflows take a workstream from input to partner-ready output. WindShift workflows embed domain knowledge, microtools, citations, and QA/QC checks end-to-end. You own your processes. Iterate, version, and run them across deals.

Pre-built workflows for critical paths. More on the way.

Run as-is. Customize to your standards. Use them as building blocks.

M&A screening

ThesisRanked targets

Drop a thesis. Get ranked targets with cited fit rationale.

Market modeling

SectorBottom-up Excel

Drop a sector. Get a documented Excel market model.

Investment thesis

CIMGo / no-go memo

Drop a CIM. Get a cited go/no-go investment read with rationale.

Data exploration

Sales cubePatterns & explorer

Drop a sales cube. Get patterns and an explorable view.

SOW drafting

Target nameEngagement letter

Drop a target. Get an engagement letter and work plan.

Contract diligence

Contract stackTerms & red flags

Drop contracts. Get extracted terms, risks, and red flags.

Comparative analysis

TargetComp set & memo

Drop a target. Get comps, a contrast memo, Excel, and deck.

Synergy analysis

Target + acquirerSynergy model

Drop target plus acquirer. Get a quantified synergy model.

Compose your own from the same building blocks. Or we’ll customize to your firm’s process.

The deliverables your team grinds on for days and weeks. Executed.

No more Google. No more Friday-night decks. Drop the inputs; get the output: sourced, cited, Office-native.

30 minutes

Draft market model

Drop a sector. Get a bottom-up Excel model with sized segments, growth drivers, and full source documentation. The analyst pressure-tests assumptions instead of starting at A1.

20 minutes

Competitive research package

Drop a target. Get profiles, a comp matrix, contrast memo, and deck, fully cited. What used to be four days of Google-and-stitch lands ready for the analyst to refine.

Same day

IC-ready investment memo

Drop a CIM and a thesis. Get a structured buy/no-buy with risk register, sourced exhibits, and the slide outline. Partner-grade nuance still comes from the team.

You review and refine. Never start from scratch.

What's yours stays yours.

Walls between deals, between teams, between firms. Built in, not configured.

Deal | Helix Diagnostics

Live

Healthcare diagnostics | $340M

DD week 3 | IC scheduled May 19

+ 3+ 2

Sarah K.QoE_v3.xlsx2m ago

Marcus R.CIM p.4711m ago

James T.Customer concentration28m ago

Dana P.IC_deck_v2.pptx1h ago

Sealed

Deal | Atlas Logistics

Live

Last-mile logistics | $890M

DD week 2 | IC scheduled May 22

+ 1+ 1

Priya L.Fleet_model.xlsx5m ago

Nico R.Route density18m ago

Ellie H.Mgmt_calls p.1242m ago

Priya L.Pre_LOI.docx2h ago

↑ Inside the room

Your whole team, on the same deal.

Analysts, associates, partners, working on the same documents, the same model, the same draft IC deck. Edits show up live. Comments thread inline. The trail is clean.

↑ Between rooms

The deal next door can't see in.

Each engagement is its own workspace. Documents, prompts, embeddings and outputs from one deal never enter another. By design, not configuration.

Survives procurement.

Designed for the questions your IT, GC, and security teams ask before sign-off.

Architected to SOC 2 controls.

Built to the SOC 2 control set. Formal certification scoped. Current status on request.

Audit-ready by default.

Every action, by people or by the system, logged. No retroactive enable, no gaps.

Isolation enforced at the data layer.

A misrouted query cannot return another firm's data. Segmentation is structural, not policy-only.

Customer-controlled retention.

Export your knowledge graph and outputs anytime, in standard formats. Delete on request.

Bring us a real workstream.

Bring a live diligence question, a prior IC deck, or a problematic data room. We run a workflow against it on the call.