Live demo · tried + tested inside MergeWorks and with our partners

DealGuard

Operational + Customer Due Diligence Agent

Find the operational risks that kill deals before they kill yours.

See the Demo

Customer concentration, churn, and the SOPs that only live in one person's head. All surfaced before you sign.

The Problem

Financial diligence catches what's on the books. The risks that actually blow up post-close hide in operations: one customer at 40% of revenue, a "process" that's really just one long-tenured employee, a supplier relationship the seller never wrote down. These are the ones that make you overpay.

The Fix

The Op + Customer DD Agent maps operational risk across three layers: internal documents you upload, public signals the agent scrapes (reviews, LinkedIn tenure, news mentions), and an on-site checklist you take with you when you visit. You walk into every negotiation knowing exactly what breaks after the owner leaves.

How It Works

Four steps from input to insight.

01

Upload internal docs

SOPs, customer lists, employee rosters, supplier contracts, org charts. Whatever the seller shares in the data room.

02

Public signal scrape

Agent pulls reviews (Google, Yelp, industry-specific), LinkedIn tenure patterns, news mentions, litigation records, and competitor comparisons.

03

On-site checklist

Custom checklist generated for your visit: what to look for on the floor, which employees to talk to, which questions surface risk fastest.

04

Risk memo + protection plan

Six risk areas ranked by materiality, with specific buyer protections (holdbacks, earnout structures, transition support terms) to build into your LOI.

What's Included

Features

  • Customer concentration analysis
  • Churn diagnostics from public signal
  • SOP dependency mapping (who owns what)
  • Key employee flight risk scoring
  • Supplier and vendor concentration review
  • On-site diligence checklist (custom per deal)
  • LOI protection recommendations
  • Post-close transition risk memo

Who It's For

  • Acquirers moving past the letter of intent
  • Search funders finalizing deal terms
  • PE firms adding to a platform
  • Business brokers helping buyers walk in prepared
  • Owners preparing to exit (find your own risks first)

Tried, Tested, Ready to Show

This agent has been built, tried, and tested inside MergeWorks and with MergeWorks partner and portfolio companies. Now we're opening live demos to our network so you can see it run on your own data.

Live Demo
See it run
on your data
What you get in the demo:
A walkthrough with our team
A live run of the agent on your inputs
Direct feedback line to the MergeWorks team
Your data stays with you. We do not store or access what you run through the agent.

Get a Live Demo

Drop your details and our team will reach out within 24 hours to walk you through the agent on your own data.

Helps us onboard you against a real workflow instead of a demo one.

FAQ

What if the seller won't share internal docs?
The public signal layer runs standalone. You'll get customer sentiment, employee tenure patterns, news mentions, and competitor benchmarks even before you have a signed NDA.
How does the on-site checklist work?
You tell the agent the business type and what you're most worried about. It generates a printable checklist tailored to that industry with the specific things to observe, the specific questions to ask, and the specific red flags to note.
Does it work for service businesses?
Yes. Service businesses are actually the hardest to diligence and the ones this agent helps the most, because so much of the value walks out at 5 PM every day.