# Financial Due Diligence Prep for M&A Analysts

> AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting.

- **Role:** [M&A Analyst](https://calish.com/workflows/for/manda-analyst/)
- **Category:** [Reporting & Analytics](https://calish.com/workflows/category/reporting-and-analytics/)
- **Specialty:** [Transaction Advisory](https://calish.com/workflows/specialty/transaction-advisory/)
- **Action:** Financial Due Diligence Prep
- **Canonical URL:** https://calish.com/workflows/financial-due-diligence-prep-for-manda-analyst/

## The Problem

Quality-of-earnings work for Transaction Advisory targets starts with 18 months of trial balances and a dozen schedules that need normalization before any adjustment can be proposed.

## What We Build

AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting.

## Tools & Integrations

- Datasite
- Intralinks
- PitchBook
- Google Drive

## How It Works

1. **Discovery call.** We map your current financial due diligence prep process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Datasite](https://calish.com/workflows/with/financial-due-diligence-prep-for-manda-analyst-with-datasite/) — Financial Due Diligence Prep built natively in Datasite
- [Intralinks](https://calish.com/workflows/with/financial-due-diligence-prep-for-manda-analyst-with-intralinks/) — Financial Due Diligence Prep built natively in Intralinks
- [PitchBook](https://calish.com/workflows/with/financial-due-diligence-prep-for-manda-analyst-with-pitchbook/) — Financial Due Diligence Prep built natively in PitchBook

## Related Workflows

- [Transaction Anomaly & Fraud Flagging for M&A Analysts](https://calish.com/workflows/transaction-anomaly-and-fraud-flagging-for-manda-analyst/)
- [Tax Return Review for M&A Analysts](https://calish.com/workflows/tax-return-review-for-manda-analyst/)
- [Client Status Communication for M&A Analysts](https://calish.com/workflows/client-status-communication-for-manda-analyst/)
- [Bank & Credit Card Reconciliation for M&A Analysts](https://calish.com/workflows/bank-and-credit-card-reconciliation-for-manda-analyst/)
- [Bill Capture & AP Processing for M&A Analysts](https://calish.com/workflows/bill-capture-and-ap-processing-for-manda-analyst/)
- [AR Collections & Dunning for M&A Analysts](https://calish.com/workflows/ar-collections-and-dunning-for-manda-analyst/)

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