1. Potential Use Cases
1.1. Quantitative Analysis of Deal Terms
1.1.1. e.g. E/O implications
1.2. Enhanced risk analysis
1.3. Success predictions
1.4. PMI?!?
1.4.1. Identify areas of improvement and optimize operations
1.4.2. Forecast cross-selling
1.5. dentons.com/en/insights/articles/2023/july/7/ai-in-the-manda-context
2. ChatGPT
2.1. Heads up: Data fed into ChatGPT is used by ChatGPT for future assignments (by other users) -
2.2. Privacy Issues
2.2.1. makeuseof.com/chatgpt-privacy-issues/
3. Buying a GenAi target (Article 1)
3.1. DD Concerns
3.1.1. Implications from the use of GenAI by a target
3.1.1.1. Regulation
3.1.1.1.1. Data Privacy
3.1.1.1.2. Cybersecurity
3.1.1.2. IP Infringement
3.1.1.3. Data bias of generated content based on training data
3.1.1.4. Mechanism of GenAI
3.1.1.4.1. Output
3.1.1.4.2. Terms & Conditions
3.1.1.4.3. IP rights
3.1.1.5. Safeguards
3.1.1.5.1. Bias
3.1.1.5.2. Errors
3.1.1.5.3. Use of Open Source Software
3.1.1.5.4. Content regulations
3.1.1.5.5. Misuse
3.2. Asset Deals
3.2.1. Make sure that all necessary things to operate the GenAI are included
3.2.2. Rights to commercialize
3.2.3. IP rights
3.3. SPA
3.3.1. Special R&W
3.3.2. Operating Covenants
3.3.3. Specific indemnities
3.4. davispolk.com/insights/client-update/navigating-generative-ai-ma-transactions
4. Why AI?
4.1. Automate routine tasks
4.2. Analyze (large) data (better decision making)
4.3. Enhanced risk management
4.4. Increased efficiency
4.5. linkedin.com/pulse/how-generative-ai-can-make-difference-mergers-danilo-mcgarry/
5. Areas of caution
5.1. Reliability
5.2. Bias
5.3. Lack of contextual understanding
5.4. Data security / confidentiality
6. AI in Finance
6.1. Prepare
6.1.1. Proof of concepts
6.1.2. identify and train internal talent
6.1.3. Develop traditional and GenAI capabilities in-house
6.1.4. Collaborate with IT
6.1.5. Champion GenAI
6.2. Issues
6.2.1. Proprietary data leaks
6.2.2. Accuracy
6.2.3. Security
6.2.4. Governance model
6.2.5. “Hallucinations”
6.2.6. Data Privacy
6.3. Finance Use Cases
6.3.1.  
6.4. bcg.com/publications/2023/generative-ai-in-finance-and-accounting
7. AI in P/E
7.1. Investment Analysis
7.2. Value Creation post-acquisition
7.2.1. PMI
7.3. DD
7.4. Deal Flow
7.5. linkedin.com/pulse/revolutionizing-private-equity-role-generative-ai-ma-paul-lonsford/
8. Deal Flow Management and other software
8.1. grasp-ai.com
8.1.1. grasp-ai.com/
8.2. danescor.com
8.2.1. danescor.com/
8.3. Datasite
8.3.1. datasite.com/en/products/intelligence
9. Areas where AI can play a role in M&A
9.1. Automating DD
9.1.1. Kira Systems
9.2. Predictive Analysis
9.2.1. Palantir’s predictive analysis
9.3. Financial Auditing
9.3.1. AppZen (AI platform for Finance teams)
9.4. Market Trend Analysis
9.4.1. AlphaSense
9.5. Cultural Fit Assessment
9.5.1. DeepAffects