- Enterprise h2oGPTe answers questions across your deal documents and cites the passages behind each answer.
- Document AI reads scanned filings, tables and image-heavy reports, so the whole corpus becomes searchable, not only the clean PDFs.
- H2O Driverless AI builds a classification model that scores how likely a public company is to be acquired over a chosen time frame, from fundamentals and text signals.
- Deal documents and the models can stay in your own environment throughout.
The answer is in the documents, and the clock is running
A mandate starts with reading. Annual reports, MD&A sections, earnings transcripts, analyst notes and news all hold part of the story on a target's value drivers and risks, and your analysts assemble it by hand.
The same questions come back on every deal. What changed in management, where margins moved, what leverage looks like against peers: your team answered many of them on the last mandate, but the answers sit in old memos nobody can find. Deal work is also confidential, so material that cannot leave your perimeter rules out tools that send documents to an outside service.
How AI-assisted M&A advisory works
Step 1: Bring the corpus together
Load filings, annual reports, research, transcripts and prior deal memos into a private collection. Document AI reads scans, tables and figures, and extractors pull structured fields such as revenue, debt and ownership into schema-validated JSON.
Step 2: Ask and get cited answers
Analysts ask questions in plain language. Retrieval finds the passages that answer, a large language model writes the answer from them, and the references show where each point came from.
Step 3: Score acquisition likelihood
H2O Driverless AI trains a classification model on company fundamentals such as growth, profitability, leverage, size, liquidity and valuation ratios. Text signals from management changes, analyst opinion and news join them through automatic feature engineering.
Step 4: Explain and deliver
Each score comes with reason codes, so your team can see which factors drove it before it goes into a deal analysis. Scores and answers reach the desk through the assistant or through an API inside the workflow you already use.
Keeping deal documents inside your perimeter
Collections are private by default and shared only with the users or groups you choose. The assistant and the models can run on-premises, air-gapped, in a private cloud or in the cloud, so confidential deal material never has to leave your environment.