Solenor
Solenor
Solenor
Solenor

AI Platform for Transaction Services teams

For financial due diligence and carve-out engagements: match IRL requests to data room evidence, review EBITDA and QoE adjustments, and prepare TSA analyses and deliverables with verifiable sources and human review.

Explore Core Capabilities
70%

time saved on high-volume contract reviews

100%

traceability with verified audit trail and exact citations

3x

faster initial IRL generation and document matching

0

data reused for public model training

Natively integrated with the M&A and Transaction Services ecosystem

Datasite
Intralinks
iDeals
Microsoft 365
Microsoft TeamsTeams
Microsoft OutlookOutlook
Microsoft SharePointSharePoint
S&P Global
PitchBook
Pappers
CFNEWS
data.gouv.fr
TRANSACTION SERVICES SPECIALIZATION

A platform configured for every deal structure

Select your engagement type to see how Solenor instantly recalibrates its scope, IRL requirements, and report deliverables.

Complex SeparationsSolenor Dynamic Calibration

Master standalone perimeter modeling & transition costs

The golden standard for carving out a division or business unit. Isolate shared assets, calculate Transition Service Agreements (TSAs), and pinpoint stranded overheads.

Key Mission Accelerators
  • Scope of Work (SoW) module: fine-grained calibration of transferred assets and personnel
  • Instant discovery of shared corporate contracts (software licenses, facility leases, vendors)
  • Automated TSA cost schedules and one-off separation capex estimators
  • Assisted reconstitution of standalone carve-out balance sheets and QOFI schedules
ACTIVE SOLENOR PIPELINE
CARVE-OUT ENGINE
1
Scope of Work (SoW) & Perimeter Modeling
Isolation of shared assets, NewCo staff and draft TSA catalog
2
VDR Sync & AI-Generated IRL
Contextual IRL generation and live auto-matching of Datasite / Intralinks / iDeals uploads
3
Q&A Calls & Meeting Transcription
Biometric identification of target CFO & advisors, 1-click executive partner debrief
4
QOE, QOFI & PowerPoint Deliverables with Audit Trail
Generation of EBITDA bridges, TSA cost matrices, and verifiable footnote citations

Illustrative demonstration. Figures are fictional; outputs require professional review.

VDR LIVE SYNC
Solenor
Project Helios — Due Diligence & Carve-OutBuy-side TS
Target: Helios Technologies SAS · Lead partner: Marc de Courcelles · Week 3/6
Datasite VDR documents
342 documents
● Live sync (zero latency)
Client IRL progress
92.3% processed
4 critical requests pending
Meeting transcription
12 meetings transcribed
Indexed, searchable transcripts
Leases & debt agreements
196 analyzed
1 change-of-control clause
Datasite Sync

Smart IRL

48/52 requests closed · 96% match

Explore capability
4 Workstreams

Scope of Work

QoE, NWC, Debt · 184 leases audited

Explore capability
12 Calls Logged

Meeting Transcription

CFO Q&A Call (42 min) · Transcript chat

Explore capability
Live 2-way

VDR & M365 Connectors

Datasite, Intralinks, Outlook, Teams & MCP

Explore capability
100% source-backed

TS Copilot & Audit Trail

Multi-source queries · Full audit trail

Explore capability
PPTX & XLSX

QOE / QOFI Deliverables

PowerPoint 16:9 output · 14 TS slides

Explore capability
TRANSACTION SERVICES MODULE

Smart IRL (Information Request List)

Eliminate outdated tracking spreadsheets. Auto-generate tailor-made IRLs, track client responses in real time, and auto-match inbound VDR documents with AI precision.

01

Contextual IRL Auto-Generation

The AI synthesizes the teaser, target sector, and engagement type (Buy-side, VDD, or Carve-out) to generate an exhaustive, prioritized audit request checklist.

02

Automated VDR ↔ Question Matching

As soon as files drop into Datasite, Intralinks, or iDeals, Solenor detects the matching IRL request, extracts essential figures, and updates resolution status.

03

Semantic Search for Missing Deal Proof

Search the IRL and uploaded repository using natural language. Pinpoint missing clauses, obscure side letters, or elusive contract annexes in seconds.

Datasite● Connected
Solenor

Live IRL Simulator: AI Matching & Evidence Extraction

Project Helios TS
Actual Solenor app view (crisp white & Tailwind classic buttons): test live auto-matching on inbound VDR upload.
Ref.WorkstreamTS Request / Diligence QuestionPriorityStatusLinked Document & Extracted Snippet
IRL-01Net Debt & CashDetails of committed and drawn credit facilities and R12M banking covenants (Net Debt / EBITDA leverage).CriticalMatched(98%)
Syndicated_Credit_Agreement_2025.pdf(p. 42)
Maximum leverage: 3.50x · Gross debt: €45.2M · No breach identified to date.
IRL-02Quality of Earnings (QoE)Support for FY24/FY25 EBITDA adjustments (restructuring costs, litigation and M&A advisory fees).HighMatched(95%)
Reorganization_Legal_Fees_Memo.pdf(p. 12)
€1.24M of non-recurring fees related to the Spanish subsidiary (adjustment validated).
IRL-03Off-Balance-Sheet CommitmentsCommercial leases: property condition, joint liability clauses and early termination penalties.HighIn Review
Paris_Headquarters_Commercial_Lease.pdf(p. 7)
Firm commitment until 2029 · ILAT-indexed annual rent: €680k/year.
IRL-04NWC & SeasonalityQ4 aged receivables ledger and bad debt provisions by customer type.MediumPending VDRAwaiting VDR client upload...
Verifiable Audit Trail: Every answer is tied to the exact source document page number.
SPECIALIZED M&A MODULES

Scope of Work & High-Volume Document Bulk Analyzer

Reclaim days of manual contract skimming through purpose-built tools engineered for Transaction Services time pressures.

Scope of Work (SoW) Module

Dynamic TS Mandate Calibration

Calibrate your engagement scope in seconds (QoE, QOFI, normalized NWC, Net Debt, Capex, Carve-Out transition services). The platform automatically cascades requirements to the IRL and deliverables.

Select active diligence workstreams :
Direct Mandate Impact :
60 IRL requests configured · 60 deliverable slides scaffolded

High-Volume Document & Contract Review

Bulk Review of Leases, Loans & Key Agreements

Bulk analyze hundreds of commercial leases, syndicated credit facilities, loan agreements, or vendor SLAs. The engine extracts terms, indexation formulas, change-of-control clauses, and financial covenants.

184 Commercial Leases AuditedProcessed in 3m 12s
Headquarters Lease (Paris, 9th District)
Expiry: 2029 · Capped ILAT indexation · Deposit: €170k
Compliant
South Lyon Logistics Warehouse
Change-of-control clause requires three months' notice
Red Flag
  • Automatic detection of Change of Control clauses and assignment restrictions
  • Lease expiration timelines and commercial indexation modeling
  • Extraction of debt covenants, security packages, and cross-default triggers
  • Structured spreadsheet export with direct link to source pages
MEETING TRANSCRIPTION

Meeting Transcription & Intelligent Deal Extraction

Far more dependable than standard video tools. Solenor transcribes due diligence and management meetings, lets you query transcripts via interactive chat, and generates debrief emails in one click.

Acoustic Voice Recognition

Individual speaker voiceprint identification to eliminate attendee attribution errors even in a shared boardroom microphone setting.

Interactive Transcript Q&A Chat

Ask direct questions against the audio transcript: detect EBITDA adjustments, cross-examine management representations, and extract action items.

1-Click Ready-to-Send Debrief Emails

Instantly generate a structured, professional email for the Deal Partner and client team highlighting red flags and negotiation leverage points.

SolenorHelios engagement · Meetings & knowledge
  1. Microsoft Teams

    Microsoft Teams

    Meeting connected to the engagement

    Finance management Q&A · 42 min

  2. Timestamped transcript

    Identified speakers · Citable passages · Source retained

  3. Engagement knowledge base

    Transcripts join dataroom documents: query meetings and engagement evidence together, with answers linked to their sources.

Executive Diligence Call — Target Helios Management Q&A
00:00:00 / 00:42:10
Diarized
Try audio transcription
SolenorMeeting Transcript & Interactive Q&A
Acoustic voice signature
Marc de Courcelles·Partner Transaction Services (Solenor Client)
00:04:12

« Returning to the €1.4M exceptional advisory fees in H1 2025: can you confirm whether this includes the preliminary carve-out audit? »

Claire Delamare·Chief Financial Officer (Target Group)
00:04:45

« Exactly, Marc. Of the €1.4M, €850k relates to BCG's IT separation work for the business unit, and €390k covers legal fees for incorporating NewCo. »

Query meeting transcript:IA Solenor Grounded
Solenor answer:Target CFO Claire Delamare confirms at [00:04:45] that €1.24M of the €1.4M H1 exceptional fees relate specifically to BCG IT carve-out advisory (€850k) and NewCo incorporation legal fees (€390k). Positive EBITDA normalization validated.
Source: Claire Delamare · Target CFO · Timestamp [00:04:45]Exact citations verified
SEAMLESS INTEGRATIONS

Connected natively to VDRs, Microsoft 365 & M&A Intelligence

Solenor integrates smoothly into your daily deal workflow without clunky manual exports. Connect any custom MCP protocol server for free.

REAL-TIME DATA ROOM FEEDS

Automated Virtual Data Room Synchronization

2-WAY SYNC

Live 2-way sync with Datasite, Intralinks, and iDeals. As soon as target advisors drop new documentation, your engagement workspace is updated automatically.

Datasite Diligence · Datasite API v3100% IN SYNC

Automated indexing of newly dropped files by investment bankers, timestamping, and VDR index tracking.

M&A Market Data & Intelligence Connectors

Live API Feeds

Query CFNews, S&P Global / Capital IQ, PitchBook, Pappers, and live web intelligence to benchmark multiples and verify corporate data.

CFNEWS
PE transactions & funding data
S&P Global
EBITDA multiples & comps
PitchBook
M&A valuations & sponsor exits
Pappers
Company accounts, legal statutes & official registry
Financial Modeling Prep
Financial data & market fundamentals
data.gouv.fr
French public open data

Model Context Protocol (MCP)

Open universal connectivity
100% FREE

Solenor natively supports the open MCP standard. You can plug in any MCP server for free with zero licensing markups to link your proprietary deal pipelines:

Bases SQL / Data Lake
Query internal deal data lakes securely
APIs & Outils Maison
Connect custom deal scoring scripts
Target ERP & Software
Direct connectors to SAP, Sage or Cegid
Microsoft 365
Microsoft OutlookMicrosoft SharePointMicrosoft Teams

Comprehensive & Secure Microsoft 365 Integration

Solenor plugs directly into your collaborative workplace while enforcing strict engagement isolation.

Microsoft OutlookMicrosoft Outlook · Emails de mission
Filtre #CodeMission

Selectively ingests and indexes emails, attachments, and advisor correspondence tagged to the TS engagement code. Personal inboxes remain completely untouched.

Microsoft SharePointMicrosoft SharePoint · Documents & Methodology
Base de connaissances

Indexes deal working files as well as your firm's internal knowledge base: historical working paper templates, industry normalization grids, and proprietary TS methodologies.

Microsoft TeamsMicrosoft Teams · Deal Channels & Meetings
Canaux & Calls

Live synchronization of files shared within dedicated deal channels and direct ingest of meeting recordings for immediate transcription and analysis.

KNOWLEDGE ENGINE & CHAT

Solenor, the knowledge base for your M&A engagements

All engagement knowledge brought together in one chat for your Transaction Services team. From source-backed answers to deliverables, following your firm's standards.

01 / All your knowledge sources

  • Data room

    Intralinks, Datasite, iDeals or manual document uploads.

  • Meetings & transcripts

    Management discussions, Q&A calls and meeting transcripts.

  • Engagement emails

    Outlook emails and attachments related to the engagement.

  • Internal knowledge

    Firm processes, SharePoint and Teams folders.

  • External knowledge

    IFRS, French Commercial Code, web search and M&A databases: PitchBook, S&P Global Capital IQ, data.gouv.fr, Pappers, CFNEWS and FMP.

Solenor

Chat Solenor

Your engagement knowledge base

Which adjustments belong in the QoE summary?

Cross-reference data room evidence, engagement discussions and firm knowledge.

Source-backed answers · Audit trail

03 / Your deliverables & workflows

  • Find information in the data room & documents

    Find relevant information and supporting documents, with links to the sources.

  • PowerPoint

    Presentations and summaries using your firm's templates.

  • Word

    Reports and memos structured to your templates and standards.

  • Excel

    Data extraction and preparation, charts and working papers to your firm's standards.

  • Workflows

    Connected analyses and deliverables following your TS team's processes.

Source availability depends on configured connectors, access permissions and external database subscriptions.

SolenorSolenor Copilot TS · Multi-Sources Deal Engine
iDealsconnectedMicrosoft TeamsMeetingsMicrosoft OutlookOutlook
What are the main EBITDA adjustments in the VDD report versus our buy-side analysis?
Solenor

Based on cross-referencing the VDD report, Datasite VDR documentation, and this morning's Q&A call with the CFO:

1. Carve-Out Reorganization Fees+1.24 M€ QoE

The VDD proposed €1.40M. Our invoice reconciliation excluded €160k of recurring operational expenses.

Would you like to export the formal Word memo or refresh the PowerPoint bridge slide?

Deliverables to your firm's standards :
Verifiable Audit Trail
Verified 100%
Click a citation badge in the chat to inspect the original source document and AI agent reasoning chain.
[Datasite 4.2.1 · p. 12]Page12
Datasite_04.2.1_M&A_Advisory_Invoices_2025.pdf
« BCG invoice #2025-084: "Phase 2 - Operational separation analysis and mapping of target IT systems": €850,000 excluding tax. »
TS Reasoning & Validation

Non-recurring cost directly attributable to the carve-out. EBITDA normalization adjustment validated.

STANDARDIZED TS DELIVERABLES

PowerPoint Deliverable Generation Aligned with M&A Standards

No more artisanal copy-pasting of charts. Solenor outputs native PowerPoint decks adhering strictly to Big Four and boutique TS brand guidelines for QOE, QOFI and Debt schedules.

P
|Helios_TS_Diligence_Deck_v4.pptx — PowerPoint
FileHomeInsertDesignTransitionsAnimationsSlide ShowReviewView
New SlideTS Layout
Editable Waterfall Charts
QOE · QUALITY OF EARNINGSPROJECT HELIOS · TS DUE DILIGENCE

FY24 / FY25 EBITDA Normalization Bridge

Statutory EBITDA
38.4 M€
Carve-Out Advisory Fees
+1.24 M€
Datasite #4.2
Settled Employment Litigation
+0.45 M€
Settlement
Year 1 TSA Impact
-1.20 M€
Carve-Out
▶Validated EBITDA normalization of €1.24M advisory fees regarding NewCo carve-out (Datasite #4.2.1 proof).
▶Settled Spanish employment litigation confirmed (transaction protocol executed on 15/03/2025).
Source :Consolidated_QOE_Working_Paper_v4.xlsx · VDR Datasite #04.2.1 (p. 14)14 / 14
Slide 2 of 14English● 100% vector
NotesComments100%
SOVEREIGNTY & MAXIMUM SECURITY

Hosted in France by OVHcloud · On-Premise Deployment

M&A deal data is your clients' most strategic asset. Solenor complies with the most stringent European sovereignty and privacy benchmarks.

Sovereign French Hosting (OVHcloud)

Data hosted in France, completely immune from extraterritorial Cloud Act requests. End-to-end encryption with AES-256 and TLS 1.3.

Enterprise Grade

On-Premise / Private Cloud Option

Deploy Solenor within your own secure perimeter or dedicated private cloud for defense, banking, or sensitive cross-border mandates.

Enterprise Grade

Frontier & Sovereign Open-Weight Models (Mistral)

Leverage top frontier LLMs or sovereign open-weight models executed inside an isolated sandbox with zero data sharing.

Enterprise Grade

Battle-Tested Enterprise RAG Architecture

Proven enterprise Retrieval-Augmented Generation with role-based access control per deal room and tamper-evident audit logs.

Enterprise Grade
OVHcloudSOVEREIGN EUROPEAN CLOUD

Full Immunity from Cloud Act & Deal-Level Segregation

Every advisory practice operates inside an isolated instance (Single-Tenant or hardened Multi-Tenant). Customer encryption keys remain strictly your property. Choose the optimal model tier based on mandate sensitivity: Frontier LLMs or sovereign open-weight Mistral models hosted on OVHcloud in France.

OVHcloud Hosting in France
Datacenters Roubaix, Gravelines & Strasbourg
On-Premise Deployment
Installation on your own banking servers
No Public Model Training
No customer data reused
AES-256 / TLS 1.3 Encryption
Encryption at rest and in transit
Security Whitepaper & NDA
Access our architecture audit and European compliance dossier.
VALUE REALIZATION

Calculate Your Time & Value Savings per Engagement

Simulate how many advisory hours your Transaction Services deal team saves on a typical mandate.

Illustrative estimate, not a measured customer result: 14 hours per person per week, multiplied by 1.0 / 1.2 / 1.4 for the selected deal type. Validate assumptions in a pilot; savings are not guaranteed.

Deal team members count4 deal team members
2 (Boutique)6 (Large Deal)12 (Mega Carve-Out)
Mission duration (weeks)4 weeks
2 weeks(Sprint)4 weeks(Standard)10 weeks(Multi-Closing)
ESTIMATED MISSION RETURN
~314h
Equivalent to 39 reclaimed full-time advisory days.
Document analysis time reclaimed
-70%
Time to initial draft presentation
3x plus rapide
Reallocated value: your analysts and managers focus on deal mechanics, risk mitigation, and client advisory rather than manual clerical sorting.
PLANS & PRICING

Transparent pricing built for deal volume

From an initial pilot POC to air-gapped on-premise deployments for investment banks.

Pilot & Trial

POC

To evaluate and stress-test Solenor on a deal

Freeup to 10 documents
Quota: 10 documents uploaded
  • Free usage up to 10 uploaded documents quota
  • Sovereign SaaS deployment
  • Meeting transcription with integrated chat
  • Scope of Work (SOW) module
  • Smart IRL (Information Request List) module
  • Chat & Copilot across deal documents
  • High-volume contract review (Leases, Debt)
  • Custom branded PowerPoint report generation
MOST POPULAR
M&A Deal Teams

Pro

For active TS practices and deal teams

€0.50per uploaded document
Pay-as-you-go · Unlimited AI prompts
  • €0.50 per document uploaded to the platform
  • Unlimited AI prompts
  • Sovereign SaaS deployment (OVHcloud France)
  • Meeting transcription with integrated chat
  • Scope of Work (SOW) module
  • Smart IRL & VDR auto-matching
  • Multi-source document Chat & Copilot
  • High-volume contract review module (Leases, Debt)
  • Branded PowerPoint report generation matching firm charter
Air-Gapped Sovereign

EnterpriseOn-Premise

For investment banks & mission-critical mandates

€0.50per uploaded document
Usage-based pricing · Dedicated sovereign deployment
  • €0.50 per document uploaded to the platform
  • Unlimited AI prompts
  • On-Premise deployment on your own private infrastructure
  • Meeting transcription with integrated chat
  • Scope of Work (SOW) module
  • Smart IRL & VDR auto-matching
  • Multi-source document Chat & Copilot
  • High-volume contract review module (Leases, Debt)
  • Branded PowerPoint report generation matching firm charter
Transparent billing calculated strictly on actual processed documents. Zero lock-in.
✓ Aucun frais d'installation✓ Dedicated TS support

The founding team, alongside yours

A platform. And the people to make it work for you.

Solenor is more than an online application. We are its founders: a TS expert partner and an AI specialist, personally involved in helping your firm, company or team integrate it into daily work.

From the first use case to team adoption, we work with you on workflows, connectors and deployment requirements. Support is scoped to your organization and the engagement we agree together.

Sacha Kolpacoff

Transaction Services Expert Partner

Sacha Kolpacoff

Works with you to shape use cases, review methods and deliverables around your TS practice.

Contact on LinkedIn
Ernest Choppin de Janvry

AI Specialist & Product Engineering Lead

Ernest Choppin de Janvry

Works with your team to integrate Solenor with your tools and define technical, data and deployment requirements.

Contact on LinkedIn
FREQUENTLY ASKED QUESTIONS

Everything You Need to Know About Solenor

Built with and for Transaction Services practitioners.

Solenor connects IRL tracking, engagement documents and meeting transcripts to prepare source-linked drafts. Reviewers must check completeness, calculations and conclusions; a source link does not certify a document or replace professional judgment.

Have a specific inquiry about your firm's IT infrastructure or QOE / QOFI templates?

Our Transaction Services engineers discuss under mutual NDA.