M&A intelligence for brokers, advisors, and private equity

Intelligent Transaction Decision Support.

Nautilus Intelligence creates a practical path from document-specific information parsing and reviewable JSON to evidence-linked diligence, living information request control, a Diligence Operating System, and live client dashboards—so each layer strengthens the decisions and workflows in complex and fast-paced M&A environments.

Iridescent nautilus shell
Structured at entrySBC, OE Guide, New Hire Guide, and other document information extraction into defined JSON schemas.
Controlled through executionConnect source evidence, rules, findings, reports, and DRL updates inside one review model.
Continuous after deliveryCarry decisions, ownership, implementation, and outcomes into the OS and client dashboards.
An accretive path

Start with one document type. Expand without rebuilding.

Each layer adds capability and continuity to the same structured evidence base. Firms can begin with focused information extraction and move toward a full diligence operating environment without discarding the work already completed.

01Pilot now

Document Intelligence Tools

SBC and OE/New Hire Guide information extractors are the first pilots, followed by additional document-specific information extractors. Outputs include normalized JSON, source references, confidence, and review status.

02Managed diligence

Diligence Review Engine

Full document intake, cross-document reconciliation, evidence-linked analysis, report generation, and living DRL updates across the transaction.

03Operating layer

Diligence OS

A controlled deal environment for intake, requests, issues, tasks, owners, deadlines, readiness, seller responses, and zero-knowledge-loss handoffs.

04Client layer

Live Client Dashboards

Client-facing visibility into readiness, open issues, decisions, financial implications, implementation ownership, and portfolio-level outcomes.

Intelligent Decision Support

The report is evidence. The operating system is the value.

A report records what was found. A controlled decision system also shows what remains open, why it matters, who owns it, when it must be resolved, and what happened after close. Nautilus is designed to preserve that intelligence through every handoff.

See how the engagement expands →
EvidenceWhat do the documents support?Source, page, extracted value, confidence, and reviewer state
DecisionWhat changes the transaction?Cost, liability, continuity, compliance, timing, and integration consequences
ControlWhat could fail next?Readiness, missing data, issue aging, escalation, quality gates, and owners
LearningWhat improves the next deal?Validated outcomes, recurring patterns, stronger schemas, rules, and playbooks
One evidence base. Five decision frameworks.

The same facts must become useful answers for different decision-makers.

Nautilus keeps one controlled source of truth while translating the implications for each audience—not producing one generic report for everyone.

Deal team

Valuation impact, close readiness, deal terms, unresolved assumptions, and integration exposure.

CFO

Benefit cost, liabilities, working-capital consequences, implementation spend, and financial uncertainty.

CHRO / People

Day 1 continuity, employee disruption, plan changes, administration dependencies, and ownership.

Legal

Document gaps, compliance status, open representations, purchase-agreement inputs, and specialist escalation.

Broker / Advisor

Carrier and vendor strategy, service continuity, marketing readiness, implementation, and account handoff.

Who it serves

Built first for firms that must deliver consistent diligence at scale.

Benefits brokers and consulting firms

Standardize document review, reduce repetitive extraction, preserve expert judgment, and carry diligence intelligence into service and implementation.

Private equity and operating partners

Receive decision-ready visibility into benefit cost, liabilities, continuity, open evidence, and ownership-period actions.

M&A advisors and counsel

Work from a clearer issue set, source-linked support, unresolved requests, and audience-specific decision language.

About Nautilus Intelligence

Founder-led, built from the work.

Nautilus Intelligence grew from direct experience with employee-benefits M&A diligence and the recurring challenge of turning fragmented documents into controlled evidence, decisions, and action.

The company is led by William Unwin and is developing a practical path from focused Document Intelligence Tools to a complete Diligence Operating System and client-facing decision support.

Read the company and founder story →
Pilots

Limited pilot licenses may be available for the first qualified firms.

The initial pilots focus on SBC and OE/New Hire Guide information extraction into structured, reviewable JSON.