Notes, conviction, idea pipeline and audit trail, attached to the live deal instead of a generic notebook. This page walks the five capabilities in depth.
Deal ingestion, regulatory mapping, and structured proposal generation. All connected, all auditable.
Every newly announced deal is ingested and assessed the moment it posts. Sector, country, and regulatory authority mapping, structured and ready in your Dynamics 365 tenant.
221 regulatory authorities and 103 regimes, pre-structured and searchable. Know which jurisdictions are relevant before the offer document is published.
Generate a structured investment proposal directly from deal data, complete with risk scoring, regulatory conditions, and a mandatory human review gate before finalisation.
Five connected capabilities on one Microsoft-native platform: deal ingestion, regulatory assessment, human review, investment proposal, and audit logging.
Point the agent at an announcement URL or upload the offer document PDF. It extracts target, bidder, sector, country, offer price, and the key timeline dates, then creates the deal record in Dynamics 365.
Angebotsunterlage_Kion_2026-04.pdf
Uploaded · 1.2 MB · 47 pagesFrom announcement to settlement, every step is connected, auditable, and paused for human judgement where it matters.
URL or PDF to structured deal record
221 authorities, precedent-matched
Named human sign-off gate
IC-ready investment proposal
Immutable log, one-click export
Every workflow pauses for named, timestamped human sign-off before an output is finalised. No black-box approvals, no silent automation.
Every assessment shows the checklist used, the facts, the sources, the comparable cases, and the explicit unknowns. Every risk rating carries a written rationale beside the score, and re-rating a deal runs through the same audited pipeline.
Dataverse logs every state change with actor, timestamp, and delta. Export an audit pack per deal in one click.
Sign-off is tied to an identity, not a group. Your regulator and your IC both want a name.
The platform will not store a final assessment without a human decision recorded against it. By design.
Let us walk through your current deal workflow, data sources, and regulatory coverage together, and identify where FPM creates immediate value.