Acquisition Workflow
Run every deal in a structured way, from first outreach to closing, with clear status and owner.
What Pipelines Struggle With
Status in the Fog
Who owns it, what is the next step? Rarely clear in the weekly pipeline call.
Approvals Without a Trail
Who approved what, and when? Hard to reconstruct for governance and reporting.
Thesis Lost
The investment thesis sits in a memo while the pipeline runs on gut feel.
How the Workflow Works
Discipline without extra effort.
- 1
Map the Stages
Your deal stages from NDA to closing as a clear flow, tied to your thesis.
- 2
AI Keeps It Current
The AI suggests status updates and next steps; you confirm.
- 3
Run It Auditable
Every move with owner, timestamp, and audit trail, ideal for reporting.
Data Stays Internal
Pipeline data sits encrypted in the EU; sensitive content is anonymized before any AI processing.
Instead of a Spreadsheet
A live, shared status instead of stale spreadsheets and PowerPoint updates.
Frequently Asked Questions
About the acquisition workflow.
Can I adapt the stages to my process?
Yes. The stages map your acquisition process from NDA to closing and can be tailored to your mandate.
Are approvals documented?
Yes. Every pipeline movement leaves a trail: who approved what and when, with an audit trail.
Does the AI make decisions automatically?
No. The AI suggests status and next steps; the decision stays with your team.
Walk Through a Feature Live
See KamiSource against a real mandate setup. 30 minutes is enough.