How we use AI-assisted tools — and where we don't.
AI-assisted. Expert-led. Board-ready. Here's exactly what that means in practice.
What AI is used for
Within engagements, AI-assisted tools help organise large volumes of company information, structure it into diligence-ready formats, and flag patterns worth a professional's attention — such as inconsistent financial figures, gaps in a document set, or missing governance records.
What AI does not do
AI supports information organisation, issue identification and workflow efficiency. Every material output is subject to professional review and validation. AI does not independently provide legal, financial or investment advice. AI-assisted tools do not sign off on findings, do not replace a qualified professional's judgment, and are not represented as legal, financial, investment or merchant-banking advice in themselves.
Human validation
Every material output that reaches a client — a readiness report, a diligence finding, a recommendation — is reviewed by a qualified team member before it is delivered. AI accelerates the organisation of information; it does not substitute for that review.
Confidential information and AI
Confidential client material is not used to train public AI models without the client's explicit authorisation. Where AI-assisted tools process client information, that processing is scoped to the engagement it was shared for.
The IPO Readiness Diagnostic specifically
This preliminary technology-assisted output is non-binding and does not constitute legal, financial, investment or merchant-banking advice. Final conclusions require document review and professional assessment. The diagnostic uses transparent, rule-based scoring logic against the answers you provide — it is not a predictive model, and it does not issue an eligibility certificate of any kind.