ADL DealShield™
Internal Advisory Delivery Engine for Buy-Side Screening & QoE Diagnostics
Automating target screening, Quality of Earnings (QoE) diagnostics, and transaction risk discovery for advisory teams, PE investment committees, and corporate finance practice leads.Compressing 120-hour analyst data prep into a 72-hour deterministic turnaround while expanding practice delivery margins from ~32.5% to 65%–72%.
1. DealShield™ Transaction Suite
Automated Target Screening & Quality of Earnings Engine
Traditional buy-side due diligence and Tax Due Diligence Reviews (DDR) suffer from a persistent structural bottleneck: junior analysts spend up to 80% of their billable time on manual trial balance ingestion, ledger cleanses, and preliminary schedule reconciliations.DealShield™ Tx Suite functions as an internal execution engine for lead transaction advisors, doubling practice delivery margins while enforcing a strict 72-hour turnaround.
Core Capabilities
80% Reduction in Intake Hours: Replaces manual spreadsheet parsing with automated ingestion of trial balances, general ledgers, AFS notes, payroll, and bank statements.
72-Hour Bounded Truth Window: Establishes a structured right-of-reply protocol for target management, enforcing seller discipline and preventing deal stall tactics.
Practice Margin Expansion: Expands gross engagement delivery margins from ~32.5% to 65%–72% under a project sub-contracting model.
Shift to High-Value Assurance: Frees senior advisors from manual spreadsheet reconciliation, redirecting billable focus to risk assurance, deal structuring, and downstream advisory cross-selling.
The 3-Stage Deterministic Workflow:
STAGE 1: AUTOMATED INGESTION & PRE-FLIGHT TRIAGESupports bulk VDR ZIP archives or Intake Dock uploads. Features automated payload triage to structurally verify and classify financial ledgers, general ledgers, AFS notes, payroll, and bank statements prior to analysis, eliminating human compiler errors.STAGE 2: 72-HOUR TARGET TRUTH WINDOWAuto-generates targeted Reconciliation Questions (RQs) and provides target management a right-of-reply under an enforced 72-hour SLA, preventing seller stall tactics and establishing an unalterable audit trail.STAGE 3: MASTER SYNTHESIS & ADVISORY OUTPUTSSynthesises data across two primary environments:Executive Deal Console: Top-level practice view providing real-time telemetry across active deal flow, screening velocity, objectivity scores, and follow-on fee pipelines.Transaction Workbench: Target-level analytical workspace housing the QoE EBITDA Add-Back Bridge, valuation sensitivity controls, and Share Purchase Agreement (Conditions Precedent) schedules.Advisory Board Pack: One-click export of an unalterable, co-branded PDF report complete with Diligence Working Paper Appendices (A1–A10) and source-referenced citations ([AFS 2025, Note 8]).
DUAL-ENGINE PLATFORM ARCHITECTURE
| Feature / Dimension | DealShield™ Tx Suite (Primary Engine) | DealShield™ MRI (Operations Module) |
|---|---|---|
| Core Intent | Buy-Side Transaction Screening & Target Audit | Operational Diagnostics & Post-Acquisition Value Creation |
| Target Buyer | M&A Practice Leads, Tax DDR Partners, Buy-Side Advisory Teams | PE Operating Partners, Portfolio Directors, Scale-Up CEOs |
| Primary Problem Solved | Eliminates 80% of analyst intake hours; 72-hr Pre-LOI QoE verdict | Fixes operational burn, margin leaks, and Human Capital Variance (HCV) |
| Hero Deliverable | Executive Deal Console, Transaction Workbench, Co-Branded Board Pack | 90-Day Operational Execution Roadmap & Runway Model |
| Execution Model | Project Sub-Contract Execution per Deal Diagnostic | Fixed-Fee Assessment Sprint or Monthly Retainer |
2. DealShield™ MRI
Operational Telemetry & Value-Creation Diagnostic
Engineered for Private Equity Operating Partners managing portfolio company performance post-acquisition and Scale-Up CEOs executing pre-flight fundraise readiness audits. DealShield™ MRI provides systemic visibility into operational burn, cost structures, and headcount efficiency.
Core Deliverables
Human Capital Variance (HCV) Audit: Identifies margin loss stemming from unmonitored billable hours, manual cross-system data translation, and operational bloat.
Runway Extension & Cost Rationalisation: Simulates immediate OpEx interventions (consulting freezes, facility rationalisation) to extend liquid cash runway.
90-Day Execution Roadmap: Compiles a prioritised operational action plan to stabilise operating engines and prepare targets for institutional scale or subsequent capital raises.
Day-100 Post-Merger Integration: Serves as the primary advisory framework for transaction leads transitioning from buy-side screening directly into long-term operational restructuring.
FRICTIONLESS PRACTICE SUB-CONTRACTING
To eliminate internal corporate software procurement hurdles, ADL operates strictly as a specialised technical subcontractor under standard advisory frameworks. Lead advisory firms execute the client engagement letter; ADL powers the underlying execution engine on a per-engagement project sub-contract basis.Zero Procurement Friction: Treats engine execution as a technical project sub-contract, bypassing software vendor onboarding locks.Predictable Margin Control: Expands gross engagement delivery margins to 65%–72% on standard preliminary deal screenings.Enterprise Security & Compliance: Data in transit is protected via TLS 1.3; data at rest via AES-256 encryption. File parsing occurs in ephemeral, zero-knowledge memory sandboxes with automated PII scrubbing (POPIA/GDPR) prior to report synthesis.
SCHEDULE A 30-MINUTE PARTNER WALKTHROUGH
Coordinate a brief 30-minute working session to review the Executive Deal Console, Transaction Workbench, and sample Advisory Board Pack exports.Adesh KistenLead Systems Architect & Venture EngineerApplied Discernment Labs™ | Exertia Group (Pty) LtdDirect: +27 (0) 82 560 4264 | Email: [email protected]
Disclaimer: ADL DealShield™ Transaction Suite is an automated decision-support diagnostic and valuation hardening engine. It provides data-driven strategic intelligence to accelerate transaction advisory workflows and is not a substitute for formal statutory audits, tax opinions, or legal guarantees. Final engagement sign-off remains the sole responsibility of lead transaction advisors.© 2026 Applied Discernment Labs™. All Rights Reserved. Quantum DealShield™ and The True-Nature Compass™ are proprietary software assets of Exertia Group (Pty) Ltd.
POPIA & DATA PROTECTION POLICY1. IDENTIFICATION OF RESPONSIBLE PARTY
This Privacy Policy governs the processing of personal information by Exertia Group (Pty) Ltd (Registration No. 2016/255456/07), operating its specialised division Applied Discernment Labs™ ("ADL", "we", "us", or "our"). ADL is committed to protecting the privacy and confidentiality of personal information in accordance with the Protection of Personal Information Act 4 of 2013 ("POPIA") and international standards including the General Data Protection Regulation ("GDPR").2. INFORMATION WE COLLECT
We collect personal information necessary to execute technical due diligence, transaction diagnostics, and engagement management. This includes:
• Contact Data: Name, corporate email address, phone number, and job title submitted via inquiry forms or demo requests.
• Transaction & Diagnostic Payloads: Financial statements, trial balances, general ledgers, payroll summaries, and operational telemetry uploaded for ADL Quantum DealShield™ processing.
• System & Telemetry Data: IP address, browser type, device information, and session logs gathered via website interactions.3. PURPOSE OF PROCESSING
Personal information is processed strictly for the following lawful purposes:
• Execution of ADL Quantum DealShield™ buy-side screening, Quality of Earnings (QoE) diagnostics, and operational audits.
• Scoping, contracting, and executing technical sub-contracting engagements for transaction advisory practices and institutional clients.
• Maintaining platform security, preventing fraud, and ensuring statutory compliance.4. EPHEMERAL PROCESSING & DATA SECURITY
• Zero-Knowledge Memory Sandboxes: Diagnostic file parsing and ledger analysis occur within ephemeral, zero-knowledge memory sandboxes. Target financial documents are scrubbed of non-public Personally Identifiable Information (PII) prior to synthesis.
• Encryption Standards: Data in transit is protected using TLS 1.3 encryption protocols; data at rest is secured via AES-256 military-grade encryption.
• Access Control: Access to diagnostic data is strictly restricted to authorised systems architects bound by Non-Disclosure Agreements (NDAs).5. OPERATIONAL DISCLOSURES & THIRD PARTIES
We do not sell, rent, or trade personal information to third parties. Information may only be disclosed to:
• Sub-processors and cloud infrastructure providers (e.g., enterprise cloud hosting, encrypted storage) operating under strict data processing agreements.
• Regulatory authorities or law enforcement agencies where mandated by South African law.6. DATA RETENTION & DELETION
Personal information is retained only for as long as necessary to fulfill the purpose for which it was collected or to comply with statutory retention requirements. Transaction payloads processed under temporary diagnostic runs are purged automatically upon completion of the engagement output.7. DATA SUBJECT RIGHTS
In accordance with POPIA, you have the right to:
• Request access to any personal information held by ADL.
• Request the correction, destruction, or deletion of inaccurate or unauthorised personal information.
• Object to the processing of personal information on reasonable grounds.
• Submit a complaint to the Information Regulator.8. CONTACT DETAILS & INFORMATION OFFICER
To exercise your rights or submit queries regarding this Privacy Policy, contact our designated Information Officer:Information Officer: Adesh Kisten
Entity: Exertia Group (Pty) Ltd t/a Applied Discernment Labs™
Email: [email protected]
Direct: +27 (0) 82 560 4264
Physical Location: Johannesburg, Gauteng, South Africa9. SOUTH AFRICAN INFORMATION REGULATOR
If you believe your privacy rights have been infringed, you have the right to lodge a complaint with the South African Information Regulator:
Website: https://inforegulator.org.za/
Email: [email protected] / [email protected]