Platform Overview

From first target
to final close — in one platform

Kairos replaces four disconnected tools and a folder full of spreadsheets with one AI-native workflow — built specifically for how mid-market deal teams actually work.

01
Origination

Source targets before your competitors do

Kairos monitors 40+ data sources — broker networks, news sentiment, filing databases, ownership registries — and surfaces acquisition candidates that match your thesis, scored for fit before you've spent an hour researching.

  • Custom screening criteria by sector, revenue, and EBITDA margin
  • AI relevance scoring against your acquisition thesis
  • Ownership and debt structure flags surfaced automatically
  • Broker network integrations — no duplicate data entry
Target Signal Feed 12 new today

Summit Fabrication Co.

Industrial · $180M rev

Score 91

Ownership change

Pacific Bridge Advisory

Financial Services · $42M rev

Score 87

Debt maturity

Ironvale Distribution

Logistics · $310M rev

Score 84

Founder age

✦ Kairos AI: Summit fits your industrial roll-up thesis — 3 similar acquisitions closed in this segment last quarter.
Live Pipeline — Q3 2026 $5.07B total

Meridian Industrial

Diligence

$2.1B

Day 42

Cascade Software

LOI Signed

$680M

Day 18

Northgate Healthcare

Closed ✓

$1.4B

Day 94

Vantage Logistics

Sourcing

$890M

Day 6

31

Avg days to LOI

34%

Close rate

$1.4B

YTD closed

02
Pipeline

A deal pipeline that actually tells you what to do next

Every deal in one view — stage, EV, days active, open tasks, and AI-driven next-action recommendations. No status meeting required. No hunting through email threads for the latest dataroom link.

  • Kanban and list views with configurable deal stages
  • AI-generated next actions for stalled or at-risk deals
  • Real-time NDA tracking and document request logs
  • CRM sync — Salesforce and HubSpot native integrations
03
Diligence

AI that reads the dataroom so you don't miss anything

Upload your virtual data room and Kairos surfaces inconsistencies, red flags, and open items — automatically. Query the entire document set in plain English. The AI is trained on M&A-specific patterns, not general text.

  • Document ingestion: financials, contracts, employment, property
  • Automated flagging of revenue inconsistencies and earn-out risks
  • Natural language document search across the full data room
  • Issue tracker with severity ratings and owner assignments
Meridian — AI Diligence 3 open items

Revenue Recognition — FY23 vs. FY24 delta

High

Management accounts show $4.2M timing difference between contract execution and recognised revenue. Clarification required before LOI valuation is locked.

Key-person clause — CEO employment agreement

Medium

CEO agreement contains a 6-month change-of-control provision. Post-close retention plan should be structured before signing.

Environmental — Phase I site assessment

Low

Phase I report dated 2024 — within scope. No Phase II conditions triggered. Site clean.

✦ 247 documents indexed · 3 flags · Last updated 4 minutes ago
IC Memo — Northgate Healthcare

Executive Summary

Acquisition of Northgate Healthcare Systems at $1.4B EV (8.9x EBITDA) represents a platform addition to the healthcare services roll-up. 14% EBITDA margins with $29M identified in operational synergies within 24 months.

$1.4B

EV

8.9×

EV/EBITDA

22.4%

IRR (base)

Integration Milestones

✓

ERP integration complete

Day 90

✓

Management team retained

Day 30

Synergy realisation plan filed

Day 60

04
Close & Integrate

IC memos written. Integration tracked. Nothing falls through.

Kairos auto-generates investment committee memos from your deal data — valuation, thesis, diligence findings, synergy estimates — and then tracks every post-close integration milestone until value is realised.

  • One-click IC memo generation with deal data pre-populated
  • Integration milestone tracker with owner and due date
  • Synergy realisation dashboards vs. original thesis
  • Deal retrospective — what worked, what to do differently

73%

of deal teams still run pipelines in Excel

3.8h

per day lost to manual deal admin

$161K

annual overhead per spreadsheet-managed deal

6 wks

average time saved per deal on Kairos

Ready to run your deals on Kairos?

We're onboarding a select cohort of corporate development teams and boutique advisory firms before general availability.

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