FPM covers the research workflow from first headline to closed position.
Every live situation as a structured record: target, acquirer, offer terms, dividend, withholding tax, deadlines, stock price and status. Views and dashboards show the book at a glance, on desktop and on the phone.
Each assessment computes upside from the offer terms, expected value from your success probability and downside, the implied probability priced by the market, and the EV ratio. Change an input and the outputs follow. Manual overrides stay visible as overrides.
Country regimes with thresholds, review timelines and precedent decisions. Deal-level regulatory assessments record which approvals are needed, where the risk sits and how long clearance realistically takes.
Filings, notes and reports land in one company folder per target, in your own SharePoint. AI-assisted filing keeps names consistent and prevents duplicates.
FPM connects to AI research agents that create deal records from announcements, draft assessments, research regulatory regimes and file documents. Analysts stay in control: agents propose, people decide.
We will model one of your live situations in FPM during the demo.
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