The Intelligence Machine for M&A and restructuring

Forensic speed. Your judgment.

Factum reads the entire dataroom, connects the evidence and delivers the substantiation — so you decide on your deal faster and with more certainty.

29modules total
4service moments

Factum Capital is Agentic Mindshift's AI-driven due diligence and portfolio platform: 29 modules that accelerate financial, commercial, legal and AI due diligence for private equity funds and M&A firms. From first screening to pre-IBR/WHOA, the platform delivers substantiated insight in days instead of weeks.

Every situation from scratch

Every moment starts from zero. No shared structure, no reuse of the previous file.

Advisers too late

Certified advisers only arrive once the file is already full of assumptions. Duplicate work, higher costs.

Stress visible too late

IBR or WHOA signals only become visible once the options are limited.

The system

One platform, four moments. Factum provides the analytical foundation — Agentic Mindshift delivers the service, with links to certified advisers who formally sign where required.

The platform, 29 modules from Financial DD and AI Due Diligence to LBO modelling and exit readiness, gives your team consistent structure at every moment. Available as SaaS from 1 July 2026.

The services via Agentic Mindshift deliver the complete analytical foundation and connect certified advisers: RA/RB/lawyers, financial advisers, restructuring consultants. One shared file: less duplicate work, shorter turnaround.


Four moments

One system. Every moment in your practice.

M1

Buy-side deal analysis

Acquisition

From first review of the information memorandum to closing: a comprehensive analytical foundation across all relevant dimensions. Certified advisers (RA/RB/lawyers) for formal sign-off where required.

RA · RB · Lawyers

M2

Financing memo & substantiation

Financing

Analytical substantiation for bank conversations and investor presentations. Also for smaller financing requests where structure makes the difference between approval and rejection.

Financial advisers · Accountants

M3

Ongoing insight

Portfolio review

Periodic review of your existing portfolio companies across the six dimensions. Early detection of underperformance, AI vulnerability and exit obstacles, long before the annual report.

Portfolio management · Directors

M4

Indicative · Restructuring

Pre-IBR / WHOA

At the first signs of financial stress: an indicative review that determines whether an IBR or WHOA process is appropriate, with a direct link to specialist restructuring consultants.

Restructuring consultants · Lawyers

Two ways to deploy Factum

01

SaaS: in your own hands

The Platform

29 modules that give your deal team the structure to execute all four moments consistently. From Financial DD and AI Due Diligence to LBO modelling, IBR/WHOA and exit readiness. Knowledge that grows with you.

Launch 1 July 2026 · Monthly subscription · Waitlist open

02

Via Agentic Mindshift: AI-driven Due Diligence & Portfolio

The Service

Agentic Mindshift carries out the complete engagement for you, with Factum as the analytical platform. At every moment Agentic Mindshift connects the right certified professionals who build on the shared file and formally sign where needed.

From €10,000 investment per deal · Or from €6,500 / month portfolio insight · Excl. VAT

View how we work & investment →

How the service works

1

Analytical foundation

Agentic Mindshift systematically reviews the situation across all relevant dimensions, with Factum as the platform, depending on the moment: acquisition, financing, portfolio or restructuring.

2

Right adviser connected

Agentic Mindshift connects the certified professional suited to the moment: RA/RB for acquisition sign-off, financial adviser for bank conversations, restructuring consultant for pre-IBR/WHOA.

3

Shared file

All parties involved work on one Factum file. Less duplicate work, shorter turnaround, knowledge retention after completion.

Neither Factum Capital nor Agentic Mindshift is a registered accountant; neither acts as formal engagement party for bank-proof due diligence or legally required reports. The certified advisers and consultants with whom Agentic Mindshift works are independent professionals with their own professional qualifications and liability.


Launch 1 July 2026

The modules at go-live

The first set of modules. Further expansion follows in H2 2026. Early participants co-determine the order.

01Financial DD

Quality of Earnings, working capital analysis, net debt, cash flow and balance sheet analysis. The factual basis for every acquisition price.

02Commercial DD

Market analysis, customer analysis, competitive position and business case. Tests whether revenue assumptions are sustainable.

03AI Due Diligence

Quantifies the risk that AI takes over the core activity, per function group and revenue stream — translated into impact on the acquisition price.

04Legal

Corporate governance, contracts, disputes, IP/data, employment law and real estate. Early detection of legal deal-breakers.

05Tax

Corporate tax, VAT, payroll tax, transfer pricing and tax structure. Tests historical compliance and structures the transaction for tax efficiency.

06Valuation

DCF, trading multiples, transaction comps and synergy valuation in a consistent football field. Substantiates the IC decision.

07IC-Memo

Investment thesis, company & market, financial analysis, valuation and transaction structure. Ready for presentation to the Investment Committee.

08LBO-Model

Entry assumptions, capital structure, financial projections, debt schedule and returns analysis with sensitivity table.

09IBR

Cash flow reality check, liquidity analysis, business plan review, covenant analysis and going concern assessment.

10WHOA

Diagnosis, creditor classification, scheme design, valuation on a recovery basis and homologation procedure.

11Vigil

Ongoing portfolio monitoring: financial performance, covenant monitoring, synergy tracking and exit readiness per portfolio company.

12Exit Readiness

Equity story, QoE readiness, governance, data room preparation and CSRD/SFDR compliance for an optimal sale-ready position.


For whom

Built for the European deal and financing practice

01

Tier-2 PE funds

Deals €5M–€50M. Structure on acquisition, portfolio review and exit.

02

Family offices

DD quality and bank presentations without a large internal team.

03

SME entrepreneurs

Financing requests professionally substantiated, even for smaller amounts.

04

Buy-and-build entrepreneurs

The discipline of a professional deal team, with advisers on call.

05

M&A directors

Knowledge retention across multiple deals: every file builds on the previous one.

06

Financiers & restructuring

Early detection of stress. Direct link to restructuring consultants.

Early access

Register for early access.

The waitlist is deliberately limited. Early participants receive direct input on the module roadmap and are the first through onboarding. No follow-up emails outside the Factum Capital roadmap.

Direct input on the module roadmap
Priority platform onboarding from 1 July 2026
Early-access rate at launch
Priority for pilot deal analysis engagements in the first quarter after launch (July–September 2026)

Start here

Your Scorecard profile determines which moment is relevant first.

Twelve minutes. Six dimensions. A report that shows where you stand and what deserves attention first.

Schedule an introduction
How we work & investment