Faster Deal Preparation Starts With Knowing Where AI Actually Fits
In most M&A workflows, the bottlenecks are well known. Financial data is spread across dozens of documents. Due diligence checklists that require hours of manual review. Early-stage analysis that needs to be rebuilt from scratch with each new target.
AI is being applied to exactly these problems with meaningful results in some areas, and real limitations in others. Understanding where the technology works and where it doesn't is increasingly relevant for finance professionals involved in deal preparation and execution.
In this live webinar, CFI's Meeyeon Park hosts specialists from Valutico to walk through how AI is being integrated into real M&A workflows, including a live demonstration of how AI-powered tools handle financial data extraction, document review, and early-stage due diligence.
A clear picture of where AI creates meaningful efficiency gains in deal preparation and where it doesn't
Practical insight into how AI tools support financial analysis, document review, and integration tracking across the transaction lifecycle
A realistic view of AI's current strengths and limitations when applied to valuation and due diligence workflows
Direct exposure to how AI-powered tools work in practice, through a live product demonstration
A grounded perspective on how deal preparation workflows are likely to evolve as AI capabilities develop
This session is designed for finance professionals working in investment banking, corporate development, M&A advisory, and financial analysis, and for anyone who wants a clear, practical understanding of where AI fits in the transaction process.
Speakers
Paul Resch
CEO & Founder, Valutico
Paul works closely with finance professionals and advisory firms to help modernize valuation and deal preparation workflows through technology.
Maximilian Arrich VP AI, Valutico
Maximilian helps finance teams adopt AI-powered tools that support financial analysis, data extraction, and due diligence preparation.
