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Your AI Board of Directors

When AI Models Debate Your Deals, Nothing Gets Past Them

Roundtable puts ChatGPT, Claude, Gemini, and Grok in the same room — each assigned a role on your deal team. They challenge each other's assumptions, catch errors, and converge on a structured brief. What takes associates 3 days takes your AI board 10 minutes.

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One Conversation. Zero Blind Spots.

Unlike single-model AI, Roundtable runs multiple models in parallel — and they can see and respond to each other.

Debating

Models surface genuine disagreements and explain why they see things differently.

Analyzing

Models examine from different angles, challenging each other's framings.

Brainstorming

Models spark off each other's ideas, building and branching in real-time.

Problem Solving

Models build on each other's proposals toward actionable recommendations.

You choose the mode. You assign the roles. The models do the rest — and a Council Moderator synthesizes the consensus at the end.

The Use Case

M&A Screening Is Stuck in the Stone Age

Here's one problem Roundtable is uniquely suited to solve. Sourcing tools find thousands of targets. Diligence tools manage the deep dive. But the critical screening phase in between? Entirely manual.

Solved

Sourcing

Grata, PitchBook, Axial

The Bottleneck

Screening

Manual. 80 deals → 1 close.

Solved

Diligence

Datasite, Kira, DealRoom

80 deals evaluated per 1 closed.

Hundreds of associate hours spent on deals that are mostly "No." Each screening takes 2-4 hours — and 79 out of 80 go nowhere.

Who This Is For

Built for Deal Teams Under Pressure

Whether you evaluate 20 or 200 deals per quarter, the bottleneck is the same: too many CIMs, too few hours, and zero margin for error.

PE Associates & VPs

Screen 80+ deals/quarter. By deal #50, fatigue sets in and hidden gems get missed.

Reviewer fatigue on high-volume pipelines

Investment Banks (M&A Advisory)

Evaluate targets across buy-side and sell-side mandates. Speed to LOI wins the auction.

Competitive auction speed pressure

Corporate Development Teams

Strategic buyers need screening mapped to internal thesis criteria. Generic summaries miss strategic fit.

Thesis alignment across diverse pipelines

M&A Advisors & Boutiques

Smaller teams need to punch above their weight. AI deal team gives screening capacity of a firm 10× your size.

Limited associate bandwidth
The Single-Model Problem

Why Pasting a CIM into ChatGPT Doesn't Work

Generic AI can summarize. But M&A screening demands nuance, precision, and cross-document reasoning that a single model cannot deliver.

01

No Industry Nuance

Single model doesn't know 40% customer concentration is catastrophic in manufacturing but acceptable in enterprise SaaS. Context-free analysis creates false confidence.

02

Hallucination Creates Liability

Hallucinated EBITDA margin or fabricated covenant doesn't just waste time — creates real liability when it reaches the investment committee.

03

Single-Document Blindness

Screening requires cross-referencing CIMs, financials, legal agreements, market data. A clause innocuous in isolation may be material risk against regulatory filings.

Roundtable fixes this. When multiple models analyze the same deal from different perspectives — and challenge each other — hallucinations get caught, nuance survives, and nothing gets past you.

Multiple Models Catch What One Misses

A single AI gives you a summary. But when multiple models analyze the same deal from different perspectives — and challenge each other — hallucinations get caught, blind spots get exposed, and nuance survives.

Cross-Checking Kills Hallucinations

When the Financial Analyst model cites an EBITDA margin, the Legal Counsel model can question the source. Errors don't survive cross-examination.

Different Lenses, Full Picture

A 40% customer concentration means catastrophe in manufacturing but is acceptable in enterprise SaaS. A single model doesn't know the difference — but a debate surfaces it.

Context Through Conversation

CIMs, financials, legal agreements, and market data need cross-referencing. When models respond to each other, they naturally connect dots across documents.

Configurable Roles

Assign Roles. Start the Debate.

In Roundtable, you pick the AI models and assign each one a role — just like staffing a real deal team. Here's a setup PE teams use for screening:

Financial Analyst

Claude

EBITDA quality, revenue decomposition, working capital analysis, and financial model stress-testing.

Legal Counsel

GPT-4

Change-of-control clauses, IP ownership, litigation exposure, and consent requirements.

Strategic Advisor

Gemini

Market positioning, thesis alignment, competitive moat assessment, and synergy identification.

Risk Assessor

Grok

ESG exposure, regulatory risk, key-person dependencies, and concentration vulnerabilities.

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M&A Advisory

ANFinancial Analyst
OPCritic
GOStrategist
XARisk Assessor

Financial analysis, legal risk assessment, strategic fit evaluation, and risk scoring for M&A deal screening.

VC Due Diligence

ANAnalyst
OPTech Evaluator
GORisk Assessor

Startup evaluation, market sizing, technical assessment, and risk analysis for venture capital due diligence.

Strategic Planning

ANStrategist
OPAnalyst
GOCritic
XABuilder

Long-term positioning, competitive moat assessment, growth planning, and synthesis across strategic dimensions.

Legal Analysis

ANLead Counsel
OPRegulatory Analyst
GOIP Specialist
XALiability Assessor

Contract review, regulatory compliance, IP exposure, and liability assessment across legal domains.

3 Days of Work → 10 Minutes of AI Debate

From CIM upload to structured deal brief.

Manual3+ Days
  1. 1Download CIM (30 min)
  2. 2Read 80-120 page PDF (2-3 hours)
  3. 3Build Excel model (3-4 hours)
  4. 4Draft Word memo (2-3 hours)
  5. 5Associate/VP review (1-2 days)
Roundtable~10 Minutes
  1. 1Upload CIM and supporting docs
  2. 2AI models analyze in parallel — and debate findings
  3. 3Council Moderator synthesizes consensus and flags disagreements
  4. 4You review the brief and decide go/no-go
Market Momentum

The Smartest Firms Are Already Moving to Multi-Agent AI

AI adoption for M&A has more than doubled. The firms that deploy AI-assisted screening first will see every deal their competitors miss.

45%

of M&A practitioners now use AI in their workflow

Bain & Company, 2025

60%+

of PE firms actively adopting AI for deal screening

Deloitte / Bain survey

50–60%

of initial screening tasks can be automated with AI

McKinsey estimate

BlackRock and JPMorgan have already integrated multi-agent AI into their investment analysis workflows.

"This is not sci-fi; it is the immediate future of the asset class."

A Team That Never Gets Tired

The same rigor on the last deal of the quarter as the first.

01

Total Coverage

Screen 100% of your pipeline. When 4 models work in parallel, no deal gets skipped because someone ran out of time.

02

Speed to LOI

Move to Letter of Intent before competitors finish reading the PDF. AI debate produces structured briefs in minutes.

03

Consistency

No reviewer fatigue. No Friday afternoon shortcuts. Every deal gets the same multi-perspective analysis.

Built for High-Stakes Decisions

Roundtable is designed for confidential, high-stakes analysis — whether that's M&A deals, legal disputes, or strategic planning.

Full Traceability

Every insight links to the model that produced it and the reasoning behind it. No black-box recommendations.

Your Data Stays Yours

Your data stays private. API traffic is excluded from model training by our providers. All infrastructure runs on Cloudflare's encrypted global network.

Human-in-the-Loop

AI is the advisor. You're the decision-maker. Roundtable accelerates your judgment — it doesn't replace it.

FAQ

Frequently Asked Questions

Your AI Board of Directors Is Ready

Assign the roles. Pick the models. Ask the hard questions. Whether it's deal screening, strategy, or any decision that deserves more than one perspective — Roundtable makes sure nothing gets past you.

Start Your First Roundtable