Solutions
AEGIS OS for business acquisitions
A governed operating system for sourcing, diligence and post-close integration, keeping every target on a consistent, reviewable process.
Operating problems
What AEGIS OS is designed to address
Sourcing is inconsistent
Targets are screened differently depending on who saw them first.
Diligence coordination is manual
Request lists, outstanding items and findings are tracked in ad hoc documents.
Findings are hard to reuse
Insight from one deal rarely informs the next because nothing is captured structurally.
Integration loses momentum
Post-close commitments drift once the deal team moves to the next target.
Example workflows
Work that runs inside the system
Examples of workflows configured for organizations in this sector. Actual scope is set during the Architecture Assessment.
- Target sourcing and screening
- Capture targets, apply consistent screening criteria and record the rationale.
- Diligence request management
- Maintain the request list, chase outstanding items and log what was received.
- Findings and issue tracking
- Record findings against defined categories with owners and resolution status.
- Committee preparation
- Assemble decision material from the operating record.
- Post-close integration tracking
- Track integration commitments with owners, dates and status.
AEGIS modules
Which layers do the work
Truth layer
Target, contact, document and finding records maintained across the deal lifecycle.
Execution layer
Screening, diligence and integration workflows with defined stages.
Intelligence layer
Document review support, summarization and comparison preparation.
Governance layer
Deal-level access control and a record of who decided what.
AI roles
Example roles and their approval boundaries
| Role | What it does | Approval boundary |
|---|---|---|
| Screening support role | Structures inbound targets and applies documented screening criteria. | Produces a recommendation only; pass or proceed decisions are human. |
| Diligence document role | Reviews provided documents and extracts items against the request list. | Findings are draft until the deal lead confirms them. |
| Integration tracking role | Monitors integration commitments and raises slippage to owners. | Cannot close a commitment or change a due date. |
Integrations
Supported implementation targets
These are categories of systems AEGIS OS can be implemented against. Connections are scoped and built per engagement; nothing listed here implies a pre-built or certified integration.
- CRM systems
- Work execution and project platforms
- Document storage and controlled file sharing
- Email and calendar
- Internal messaging and notifications
- Agreement execution platforms
- Virtual data room and diligence platforms
Implementation path
The same seven stages, scoped to this sector
Acquisition engagements are usually sequenced sourcing first, then diligence, then integration, so each stage is validated on live deals.
- 01
Discover
Map how the business actually operates: roles, decisions, systems, bottlenecks and where work stalls.
- Operating model map
- Constraint inventory
- 02
Establish Truth
Define authoritative data, documents and business definitions so intelligence works from one shared record.
- Source-of-truth definitions
- Data and document inventory
- 03
Architect
Design the intelligence, execution and governance layers around your operating model and risk posture.
- System architecture
- Governance model
- 04
Build
Configure workflows, intelligence roles, interfaces and integrations against the approved architecture.
- Configured workflows
- Integration wiring
- 05
Validate
Test against real work and real edge cases with your team, including review, approval and escalation paths.
- Validation results
- Accepted controls
- 06
Deploy
Move into live operation with access control, training and an agreed cutover plan.
- Live deployment
- Enablement and access
- 07
Operate & Improve
Run, monitor and extend the system as conditions change, with defined ownership and review cadence.
- Operating cadence
- Improvement backlog
Measurement framework
How progress is evaluated
Baselines are captured during the assessment and tracked in operation. We measure the work, not projected returns — AEGIS OS makes no guarantee of savings or ROI.
Screening throughput
Targets screened per period and time to a screening decision.
Diligence cycle time
Time from request issued to item received and reviewed.
Finding coverage
Share of findings recorded structurally rather than in free-form notes.
Integration completion
On-time completion rate for post-close commitments.
Next step
Start with an Architecture Assessment
The assessment maps your operating model, defines the target architecture and produces the roadmap and quote.