Key Partners

Positon

Positon AI: Mergers &

Acquisitions as a Service
The SaaS platform helps enhance
collaboration, automation, and insights to
streamline M&A processes and interactions.

A variety of capabilities help deliver differentiated experiences, empower

deal teams, employees, and streamline due diligence while facilitating
security, compliance, and interoperability of customer data. Within the
capabilities is a technology solution that fits your needs.

Deliver differentiated customer experiences and empower

deal teams

Banking Customer Engagement

Streamline the deal-making process, 84%
provide an end-to-end workflow and
intuitive deal management, thereby,
McKinsey research shows that
reducing manual and administrative banks with higher customer
overhead and allowing bankers to focus satisfaction grew 84% faster
on building valuable client relationships

Customer onboarding
Provides customers with a secure, governed, and feature-rich intuitive
platform that automatically discloses deal teams resulting in easy onboarding
and seamless start

Improved customer experience

74%
Tailor the customer experience based on
their profile, playbook, legal documents, Improving customer experience
governance, and other capabilities to creates stacked wins of higher
optimize your customers’ experience and returns, faster growth, and lower
outcomes costs – a 75% difference in total
shareholder return - McKinsey

Collaboration for success

Leverage AI-driven automation, teamwork, and strategic playbooks to boost
deal-making efficiency, reduce mistakes, and improve interactions, fostering a
collaborative path to success

Provide your customers a clean,

efficient way to manage their deals
with program management, progress
tracking, risk identification, and other
critical capabilities built-in

Key activities such as due diligence

optimizations and de-duplication,
secure file sharing, as well as AI-
powered automated redaction and
data analysis

Security and compliance

Deal Governance and Account Security

Positon AI prevents information leaks by
providing need-to-know governance with
the option of project and identity masking,
as well as limiting fraud through secure
authentication

Cybersecurity

With SOC 2 Type 2 certification, customers are assure that their data is
handled within a secure framework, adhering to the highest industry
standards for operational policies, communication procedures, and data
protection measures

Companies using Analytics and Artificial

Intelligence are 2.5x more likely to find the
most attractive acquisition targets and 1.5x
more likely to negotiate favorable terms ”

M&A Success, Powered by Advanced Analytics

- Mckinsey

Risk management

Risk identification and management

Leveraging AI and its powerful deal workflow, Positon AI enables your customers to
identify, classify, record and mitigate risk while you are executing the deal, helping
you avoid pitfalls and create value

Regulatory compliance support

With government agencies worldwide adding scrutiny and requirements to
M&A transaction, Positon AI ensures your customers are ready and prepared
to meet audit, information retention, and other new requirements

Did you know?

70%-90% of M&A fails to meet its Enable increased success via
investment thesis, according to 90% Positon AI
Harvard Business School research

sales@positon.ai 650-600-1924 www.positon.ai