Memo

Professional diligence memos for any deal size

Generate Diligence Memos Instantly

Watch AI draft comprehensive memos in real-time. Professional-grade output.

Diligence Memo — Project Atlas
EditExport PDF
Due Diligence Memorandum
Project Atlas | Confidential
Page 1 of 5

Executive Summary

This memorandum summarizes the legal due diligence review conducted in connection with the proposed acquisition of Target LLC ("Target" or the "Company"). Our review encompassed 247 documents across corporate governance, intellectual property, employment, commercial contracts, and real estate categories.

Based on our review, we have identified 3 high-priority matters requiring attention prior to closing, 7 medium-priority items for negotiation or disclosure, and 12 standard items for post-closing integration planning.

Key Findings

!
Incomplete IP Assignment Chain
Patent #7,123,456 lacks proper assignment from founding engineer. Corrective documentation required.
!
Unlimited Liability Exposure
IP Assignment Agreement contains unlimited liability clause. Recommend cap negotiation.
!
Change of Control Provisions
3 material contracts require consent for change of control. Customer outreach needed.
Minor Disclosure Inconsistencies
Schedule updates recommended for 2 subsidiary filings.

Recommendations

1. Pre-Closing Actions: Obtain confirmatory IP assignment from founding engineer. Negotiate liability cap amendment with IP licensor. Initiate customer consent process for material contracts with change of control provisions.

2. Closing Conditions: Receipt of all third-party consents. Execution of IP corrective documentation. Confirmation of no material adverse changes.

3. Post-Closing Integration: Update subsidiary filings within 30 days. Complete employee handbook harmonization. Transfer registered agent for applicable entities.

Initializing memo generation...

Key Features

Executive Summary

Get a concise overview of key findings. Deliver recommendations decision-makers need.

Risk Analysis

Categorize risk factors by severity. Get actionable mitigation suggestions.

Key Findings

Surface material issues from your review. Provide detailed analysis.

Custom Templates

Match your firm's format and style. Adapt memo structure as needed.

Frequently Asked Questions

Common questions about Mage Memo

A due diligence memo is a formal legal document summarizing the findings from a due diligence review in an M&A transaction. It typically includes an executive summary, key findings organized by risk level, and actionable recommendations for the deal team. Mage generates professional-grade memos automatically from your document review.

Yes, AI can generate high-quality first drafts of due diligence reports. Mage uses advanced language models to produce professional memos with executive summaries, categorized findings, and recommendations. Attorneys review and refine the AI output, significantly reducing drafting time while maintaining quality.

Mage analyzes your reviewed documents and extracted findings to generate structured memos. The AI synthesizes key issues, categorizes them by risk level (high, medium, low), and drafts actionable recommendations. Every finding links to source documents for verification. You can customize templates to match your firm's format.

Mage memos include: Executive Summary with deal overview and key statistics, Key Findings organized by category and risk level, Detailed Analysis with source citations, Recommendations for pre-closing actions and post-closing integration, and Appendices with supporting schedules. All sections are customizable.

Yes, Mage supports custom templates. You can configure section ordering, formatting preferences, branding elements, and standard language. Once set up, all memos follow your firm's established format, ensuring consistency across matters and attorneys.

Mage never trains on your documents or uses client data for any purpose beyond providing the service. We maintain zero data retention. Documents are encrypted with AES-256 at rest and TLS 1.3 in transit, processed in isolated environments, and automatically purged after analysis.

Handle more deals, protect every client

See Memo in action

Request Demo