Artificial intelligence is now embedded across the M&A lifecycle, from sourcing targets to forecasting outcomes. Investors and analysts use it to scan markets and model scenarios at speed. But for legal and compliance teams, one phase still holds things up: due diligence.

Due diligence is often still slow, manual, and document-heavy. It’s where deals stall. Legal teams must review hundreds of contracts, track regulatory compliance, and find hidden risks, often under intense time pressure. Traditional workflows and generic AI tools are not built for this.

This is where domain-specific AI platforms make the difference. These tools can execute real legal and commercial tasks: reviewing, comparing, and reporting at scale.

This guide explores the top AI platforms for due diligence and its related tasks, from legal review and regulatory checks to pipeline analysis and post-close integration.

Best AI tools for M&A in 2025

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1. LEGALFLY – Legal AI for M&A due diligence 

Best for: In-house legal teams, due diligence 

During due diligence for M&A, legal teams often need to review hundreds of documents under intense time pressure, with no room for oversight. LEGALFLY helps them meet that challenge.

It speeds up review across all due diligence categories: contracts, HR agreements, IP, compliance records, litigation files, and more. AI Agents identify missing clauses, non standard terms, and hidden risks across entire document sets. Whether reviewing vendor payment terms, change of control clauses, licensing terms, or data protection language, LEGALFLY delivers a structured, clause level report showing exactly what is there, and what is not.

This allows legal teams to move quickly while staying precise. You can sort by risk type, filter by clause, and compare terms across counterparties or jurisdictions. If five contracts have non compliant GDPR terms, LEGALFLY will find them. If key documents are missing, it will flag the gap.

Every review is anonymised by default. Names and identifiers are removed before analysis. Data never leaves your environment and is never used for training or shared externally.

Key features:

• Rapid review of contracts, policies, and compliance documents
• Review many documents at once, get the results in a clear, downloadable table colour coded by risk
• Risk detection with clear red flag summaries
• Built-in anonymisation for secure, private processing
• Works within Microsoft 365. More info here.

Read more: How to use AI for contract review and analysis 

2. Datasite Diligence – AI-enabled virtual data room for M&A

Best for: Buy-side and sell-side diligence coordination

Datasite Diligence is a secure virtual data room platform enhanced with AI to streamline M&A due diligence. It helps legal, finance, and deal teams manage document-heavy reviews more efficiently by automating categorisation, redaction, and access control.

The platform tracks buyer engagement across documents, flagging areas of concern based on user activity. It’s useful for large transactions involving multiple stakeholders, tight timelines, and regulatory oversight.

Key features:

• AI-based document indexing and auto-categorisation
• Automated redaction of sensitive terms and data
• Real-time analytics on buyer activity and document engagement
• Secure permissions, watermarking, and version tracking
• Built-in audit trails for compliance and post-deal analysis

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3.  AlphaSense – AI-powered market intelligence and document search

Best for: Corporate strategy, investment research, M&A analysis

AlphaSense uses AI to scan and extract insights from earnings calls, broker research, SEC filings, investor presentations, and internal documents. It helps deal teams, analysts, and strategists stay ahead of market movements and surface risks or opportunities early.

You can search using natural language to find relevant insights across millions of documents, beyond what a standard keyword search provides. It’s useful for tracking competitors, understanding investor sentiment, or preparing strategic recommendations during the early stages of a deal.

Key features:

• NLP-powered search across earnings calls, filings, news, and research
• Sentiment analysis and theme tracking
• Smart alerts for competitive and regulatory developments
• AI-generated call summaries and highlight reels
• Integration with internal notes and research content

4. Grata – AI-powered private company search engine

Best for: Corporate development, private equity, search funds

Grata uses AI to map the private company universe. You can search companies by what they do (not just SIC codes), using natural language inputs like "B2B SaaS for logistics" or "specialist parts manufacturer for EVs."

It’s useful for proprietary deal sourcing, niche industry searches, or finding companies not actively looking to sell. It also flags M&A signals such as recent leadership hires, funding activity, or website changes.

Key features:

• Company profiles built from public and web data
• Keyword and business model-based targeting
• M&A signal alerts
• CRM integrations

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5. Datasite Diligence – Virtual data rooms with AI assistance

Best for: Buy- and sell-side diligence coordination

Datasite offers a secure virtual data room (VDR) with built-in AI features to reduce manual workload during diligence. It automatically indexes, categorises, and redacts documents. It also tracks reviewer behaviour and flags patterns, helping sell-side teams spot potential buyer concerns early.

The platform is useful for managing large-scale diligence processes involving multiple stakeholders.

Key features:

• AI-based document categorisation and indexing
• Automated redaction
• Real-time buyer engagement analytics
• Access and activity tracking

6. Tableau + Salesforce Einstein Analytics – Post-deal integration and performance tracking

Best for: Integration managers, operations leads, transformation teams

While not purpose-built for M&A, combining Tableau and Einstein Analytics is useful for monitoring KPIs, tracking synergy realisation, and managing integration milestones. Teams can build dashboards that pull from finance, HR, and ops systems to track whether post-deal goals are being met.

Einstein adds predictive layers, such as forecasting headcount risk or identifying performance drops after reorgs.

Key features:

• Custom KPI dashboards
• Integration milestone tracking
• Predictive analytics and anomaly detection
• Integration with Salesforce CRM and ERP systems

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7. DealCloud by Intapp – AI-powered deal and relationship management

Best for: M&A advisory firms, investment banks, and corporate development teams

DealCloud is a purpose-built platform that combines CRM, pipeline tracking, and relationship intelligence tailored for M&A workflows. Its AI features surface connections between people, companies, and past deals, helping teams build more effective sourcing and execution strategies.

The system tracks every interaction, meeting, and document shared across the deal lifecycle. Its intelligence layer flags warm connections to target companies, suggests follow-ups, and provides pipeline health metrics across the firm.

Key features:

• Deal pipeline visualisation with AI insights
• Relationship mapping across firms and contacts
• Activity tracking and engagement scoring
• Integration with email, calendar, and third-party data providers
• Compliance-ready audit trails for regulated environments

Why is legal AI so useful for M&A due diligence? 

Due diligence is often where M&A deals slow down. Legal teams are asked to review hundreds of documents across multiple risk areas. They have to do this quickly, thoroughly, and without missing anything material. The pressure is high, the deadlines are fixed, and the risk of error is high.

Teams must check that the target company is not carrying hidden legal liabilities or non compliant practices. That includes reviewing material contracts (customer, supplier, licensing, partnership), confirming IP ownership, assessing employment risks, and flagging unresolved disputes. It also means checking whether policies meet baseline regulatory and data protection standards, such as GDPR.

Manual reviews take time. Generic AI tools miss legal nuance. What is needed is legal AI that can execute real review tasks, not just summarise text.

LEGALFLY is trained on contracts, legal frameworks, and compliance logic. Its AI agents identify missing clauses, inconsistent terms, and unusual risks across large document sets. They help legal teams surface what matters, clearly, quickly, and securely.

LEGALFLY’s AI Agents:

• Review contracts across customer, supplier, licensing, and employment categories
• Identify risks in areas like IP ownership, dispute history, or data protection
• Compare terms across document sets to find inconsistencies or outliers
• Flag missing clauses or non standard language
• Generate audit ready outputs aligned to internal playbooks and regulatory requirements

This can all be done in a few clicks, inside your existing Microsoft 365 environment.

Read more: Everything you need to know about agentic AI for legal work

How LEGALFLY helps solve common due diligence challenges

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Incomplete or disorganised data rooms: LEGALFLY reviews whatever is available. It scans documents, extracts key clauses, and flags missing terms. This helps teams quickly see what is there and what is not.

Time pressure: LEGALFLY reviews hundreds of contracts in minutes. Teams get early visibility on risks and can respond faster in time sensitive deals.

Hidden liabilities: The platform flags anomalies in indemnities, dispute clauses, and other risk areas. You see non standard or one sided terms at a glance.

Data privacy concerns: LEGALFLY anonymises names and sensitive terms before review. This protects employee and customer data.

Cross border issues :LEGALFLY checks contracts for jurisdiction specific language, such as GDPR or DORA. It helps teams track compliance across legal systems.

Regulation: LEGALFLY checks for…

• DORA: Resilience clauses in vendor and IT contracts
• Consumer Duty: Fairness in customer-facing policies
• IFRS 17: Alignment with new revenue recognition rules
• CSRD: Gaps in ESG disclosure language
• GDPR / CPRA: Missing or unclear privacy clauses
• Sanctions / AML: Risky or prohibited terms in trade agreements

Read more: A simple guide to navigating DORA compliance

Change of control clauses: The platform pulls and compares change of control clauses across contracts. You can see which agreements could terminate after acquisition and assess the impact on deal value.

Step-by-step: Running a multi-document due diligence review with LEGALFLY

Here’s how LEGALFLY helps legal teams review dozens or hundreds of contracts at once during M&A due diligence:

1. Create a playbook

Set your legal review standards in advance. For example, define what qualifies as an acceptable "Termination for convenience" clause or establish criteria for GDPR compliance. LEGALFLY lets you customise playbooks to reflect your legal policies and risk appetite.

2. Select your document set

For example, upload 50 customer contracts from the target company.  

3. Choose your playbook

Select a review focus such as “Termination for convenience,” “GDPR compliance,” or “Change of control.” These playbooks apply your internal legal standards to every document in the batch.

4. Run the AI review

LEGALFLY agents scan all 50 contracts. They anonymise sensitive data and extract clause-level content for structured analysis. In this example, they highlight which contracts contain change of control clauses, and which do not.

5. Compare clauses across contracts

LEGALFLY displays a side-by-side view of all relevant clauses. You can instantly see variations, inconsistencies, or missing provisions. This could be identifying five contracts with no change of control clause and ten with non-standard GDPR language.

6. Generate an audit-ready report

LEGALFLY compiles a summary showing which contracts contain risks, which are missing critical terms, and which require follow-up. Each issue is linked to the source document and clause.

LEGALFLY: Legal AI for faster, more complete M&A due diligence

Due diligence is where M&A deals stall. Legal teams must review hundreds of contracts, surface risks, and report quickly, all under time pressure.

LEGALFLY is built to execute. Its AI agents review, compare, and flag risks across contracts, compliance documents, and HR files. Outputs are audit-ready. Every review is anonymised. No data leaves your Microsoft 365 environment.

Use LEGALFLY to check:

• Change of control clauses
• Customer and supplier terms
• IP ownership
• Employment risk
• Privacy compliance
• Indemnities and disputes

LEGALFLY is used by in house legal teams across Europe to accelerate diligence, reduce risk, and deliver clarity at speed.