CorpDev OS

One process for every deal,
from strategy to integration.

CorpDev OS is the framework underneath CorpDev.Ai: one way to run the entire corporate development process, with connected companies, markets, deals and deliverables at every stage. The strategy you set carries into sourcing, diligence, the investment decision and the integration plan.

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The Project Skyway investment memorandum open in a Walmart workspace. Tabs across the top show the connected work: the Analyst, workbooks, the Project Skyway deck, source files, the DroneUp company profile and the post-merger integration plan. The executive summary cites the DroneUp profile and the strategic playbook as linked sources, and a table of contents runs down the right.
Actual product screen · One illustrative case, from playbook to memo to integration plan, in one workspace. Not a real transaction.

The lifecycle

Five stages, one connected body of work.

Each stage builds on the one before it, in the same workspace. Follow a stage to see how teams run it.

01 · Strategy

Set the M&A strategy the rest of the work answers to

Turn corporate goals into acquisition pillars, capability gaps and a capital envelope. The strategy document stays in the workspace, so the screens and memos that follow can cite it.

Strategy definition →
A Microsoft Corporation M&A strategy document with an executive summary, headline financial figures, a strategic thesis and a diagram of five strategic pillars. The Analyst panel on the left lists the ten sections it delivered.
Actual product screen · Illustrative Microsoft M&A strategy with five pillars and numbered citations.

02 · Sourcing

Find and prioritize the targets that fit

Describe the companies you want in plain language. The search runs through GPT, Perplexity and Claude in parallel, with results de-duplicated and identities checked. Qualify the long list with AI columns, then tier it into a target landscape.

Target identification →
An M&A target landscape slide placing drone-delivery companies in three tiers: acquire immediately, strategic stake or acquire, and enabling technology, with external partnerships on the side. The Analyst panel on the left lists the companies it found and suggests pipeline stages for them.
Actual product screen · Illustrative drone-delivery target landscape in three tiers.

03 · Due diligence

Read the data room against your thesis

Load the room into AI Room. Page images are preserved, content and financial tables are extracted with vision AI, and you search by meaning or have the Analyst work across a file, a folder or the whole room. Findings can also be developed into a digital twin of the business, by your team on the platform or through Managed Services.

AI Room →
A risk map on a digital twin: sites in Germany, Poland, the USA and India with pinned diligence findings rated critical, high, medium, dependency or opportunity, beside a legal wrapper of liability cap and transition services terms
Diligence findings placed on a model of the business · Fictional Torvald Gear case with invented figures.

04 · Execution

Move the deal through your stages to approval

Carry the prioritized targets into a pipeline with the stages your process uses, from prospect to LOI. Each card links to the company's profile, research and documents, so the investment memo and the board deck draw on the work already done.

Investment memorandums →
A kanban deal pipeline with Prospect, Screening, Conversation and LOI stages. Cards for drone-delivery companies show their status and time in stage.
Actual product screen · Illustrative Walmart pipeline from Prospect to LOI.

05 · Integration

Plan integration on the same record

Write the integration plan next to the thesis and the memo: workstreams with accountable owners, Day 1, Day 30 and Day 100 milestones, and trackers for milestones, synergies and risks in a workbook you can download to Excel.

Post-merger integration →
A DroneUp post-merger integration plan with a Day 1, Day 30 and Day 100 milestone chart across six workstreams: flight operations, technology, people, commercial rollout, regulatory and finance. The Analyst panel lists the milestone, synergy, risk and earn-out trackers it built.
Actual product screen · Illustrative DroneUp integration plan across six workstreams.

The data model

Companies, markets, deals and deliverables, connected.

The same four objects run through every stage of the process.

Companies
A profile for any company, opened by its website: business overview, offering, leadership, financial context and news, with sources in the fact-check view.
Markets
Market maps segment an industry and place companies in segments, shown as sunburst, treemap and cluster views. The segmentation can be placed into documents and slides.
Deals
A pipeline with your own stages. Cards link to each company's profile, research and documents, and AI columns answer your questions for every company.
Deliverables
Documents, slides, spreadsheets and visualizations with numbered source citations, styled with your workspace theme and exported to PowerPoint, Word, PDF or Excel.

Open architecture

Open formats and a published method.

Open formats

Everything is stored in open formats: Markdown, JSON and YAML.

Standard interfaces

Built to be reached over standard REST and MCP interfaces; API and MCP access is enabled per workspace.

A published methodology

An open reference framework for running corporate development, with the data structures and business logic the work requires, documented stage by stage.

Read the methodology →

Managed Services

Run a stage with our best minds alongside you.

Market intelligence, sourcing and screening, investment memos, digital twins, carve-out and integration planning, delivered on the framework in your workspace by our best minds working with your team.

Your deals stay yours.

We never contact targets, approach owners or present to your board.

See Managed Services →

See your process running on CorpDev OS.

Bring the stage you are in, whether a strategy refresh, a live screen or a data room about to open, and see it on the framework in a demo.

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