PlatformSherpa Agents
An expert team that never rolls off.
Bankers leave at signing. Consultants leave at Day 100. Sherpa's agents stay for the life of the deal. They read the documents, keep the work current and flag what needs attention. Your people make the calls.
What they do
They take the legwork. You keep the judgment.
Read everything
Every document in the room, so answers come from the source, with the page cited.
Keep the plan current
Each agent updates status and progress in its own workstream as the work moves.
Flag what needs you
Slipping tasks, a rep the business contradicts, an initiative behind plan. It lands in the owner's queue.
Propose, never impose
Adding, removing or reassigning work comes to a person as a proposal to approve or decline.
See only what you see
An agent answers from the documents the person asking is cleared to open. Nothing more.
Get better every deal
Each integration sharpens the templates the next one starts from. Deal teams stay walled off from each other.
The workstream partners
Seventeen seats. Seventeen partners.
Every integration workstream has a person who owns it. Each of those people works with an agent who knows the function.
Synergy numbers, the model, the close of the books.
Contracts, consents, novation and Day 1 legal readiness.
Retention, org changes and the people side of Day 1.
Access, cutover and transition services.
Customers, pricing and revenue synergies.
How two teams become one.
The policy, survival periods, breaches and claims.
Sites, processes and operating synergies.
Supplier consolidation and spend.
Leases, sites and footprint.
Structuring and tax exposure.
Accounts, signatories and cash on Day 1.
Names, brands and the market story.
What customers notice, and when.
Approvals, filings and licenses.
Suppliers, logistics and continuity.
Employees, customers and suppliers hear the right thing at the right hour.
Across the deal
The leads who work across every workstream.
Keeps the workstreams in step and routes each question to the right person.
Files every document the moment it lands and keeps the room in order.
Has read every document in the room and answers with the source.
Thinks like a principal. Works the pipeline, reads the whole portfolio and says where the next dollar should go.
Drafts each period's earn-out statement from the numbers.
Answers questions about Sherpa itself, including on this site.
Industry specialists
One more partner, for the target's industry.
A hospital isn't a hotel. Each deal adds one specialist who already knows the licenses, contracts and economics a generalist would have to be told. Sherpa proposes the industry from the target. You confirm it or choose another.
Your data
Your documents stay yours.
We don't train models on customer data. Our model provider keeps nothing from our production requests. Agents only see what the person asking is allowed to see.
