Overview
A next-generation AI platform built to modernize M&A workflows by introducing agentic, automation-driven processes that work without constant user input. It adapts dynamically to the needs of deal teams, delivers high-quality outputs, and plugs naturally into existing sourcing and evaluation workflows. With capabilities like AI-driven research, target sourcing, and automated deliverables, DeltaGen AI helps teams make faster, more informed decisions.
Context
M&A teams routinely lose hours to repetitive, manual work: researching potential targets, digging through lengthy vendor materials, canvassing personal networks for insights, and compiling findings into structured one-pagers and summaries. This traditional workflow slows down analysis, introduces risk of human error, and limits how quickly teams can move on high-value opportunities.
Problem
The current manual approach to M&A is slow, fragmented, and inefficient. DeltaGen AI streamlines the entire workflow by combining automated research with CRM-level organization, extracting key insights, structuring target analysis, and generating investor-ready outputs like one-pagers - dramatically reducing manual effort and accelerating deal execution.
Key Results
$2M revenue generated after the V0 launch
4 enterprise clients acquired within the first 3 months
90% user adoption from Day 1
$1.2M raised following the V1 release
Transitioning from V0 → V1
Shadowing sessions and Hotjar analysis revealed that the V0 information architecture was misaligned with how users actually worked. Users struggled to move between sections, key information was scattered, and critical actions were buried in unexpected places.
Based on these insights, we restructured the IA for V1, creating a navigation model that more closely mirrors real user workflows. At the same time, we introduced a unified visual identity and design system, resulting in an interface that is both more intuitive and more visually coherent.
Change in Information Architecture
The original request was to apply DeltaGen’s branding and create a unified visual style across the product. While a quick UI refresh would have been easy to validate, it became clear that the foundational information architecture was limiting the product’s usability and long-term scalability.
Rather than delivering a surface-level redesign, I took a holistic approach:
built the company’s branding from the ground up,
developed a full design system,
and restructured the information architecture to address core user flow issues.
The result was not just a more polished interface, but a fundamentally improved product experience aligned with how users actually think and work.
DeltaGen AI Chat
AI-Powered Research
Instant insights, document summarization, and financial data extraction to accelerate M&A research and reduce manual work.
Context-Aware Chats
Specialized, deal-specific chat modes - such as CAPEX Chat - that deliver insights tailored to each stage of the transaction.
Intuitive UX
A clean, focused interface with fast navigation and intelligent prompts, enabling users to move through complex workflows effortlessly.
Regular User Dashboard
M&A Pipeline Management
A structured, stage-based pipeline (Initial Assessment, Due Diligence, Negotiation & Closing) that gives users a clear view of deal progress and next steps.
Integrated Research & CRM
Financials, documents, target research, and collaboration tools consolidated into a single workspace to support faster, more informed decisions.
User-Centric UX
A clean, card-based interface with immediate access to key metrics, team activity, and important notifications - designed for speed and clarity.
Target Overview
Comprehensive Target Insights
Centralized view of core company information - ownership structure, financial metrics, industry classification, and key operational details.
Collaborative Annotations
Built-in notes, comments, and document sharing to keep cross-functional teams aligned throughout the evaluation process.
Structured Data Organization
Well-organized sections for company timeline, product lines, media assets, and geographic footprint, making complex data easy to navigate.
Action Items & CRM
M&A Workflow Management
A centralized task hub organized by deal phases, allowing users to track progress, ownership, and deadlines across the entire transaction lifecycle.
Clear Prioritization & Accountability
Status tags, priority levels, and assignee visibility make it easy to surface critical tasks, drive ownership, and keep teams aligned without extra meetings.
Effortless & Actionable UX
Expandable sections, fast filters, and inline comments create a smooth task-management experience, while attachments and subtasks ensure all deal-related context stays in one place.
AI Outputs & Collaboration
Automated M&A Output Generation
AI-generated deliverables such as one-pagers and summaries replace hours of manual analyst work, providing structured, ready-to-use insights instantly and accelerating due diligence.
Collaborative Editing & Feedback
Teams can review, adjust, and refine outputs directly within the interface. Built-in comments and discussion threads support alignment and elevate the quality of collective analysis.
Efficiency & Transparency
Source-linked insights and flexible export options allow users to verify AI-generated content, make targeted refinements, and seamlessly share final materials with stakeholders.
$2M Revenue After V0 Launch
The initial release immediately demonstrated product-market potential, generating $2M in early revenue and validating demand for automated M&A workflows.
4 Enterprise Clients in the First 3 Months
High-value customers adopted the platform rapidly, confirming its utility for sourcing, research, and deal execution in complex environments.
90% User Adoption on Day 1
Exceptional engagement from the start, driven by intuitive UX, streamlined workflows, and strong alignment with existing M&A processes.
$1.2M Funding Raised After V1
The success and traction of V1 played a critical role in securing $1.2M in additional investment to accelerate product development and expansion.