Customer story
How atares saves time on research and target discovery.
atares uses connected knowledge and task-specific agents for research. Advisers own the final work.
Reported results
- About 20 hours
- saved by the team each week
- Team total for research workflows, not a per-user figure.
- 4
- active knowledge bases
- Active in the described rollout.
- 7
- active agents
- Active in the described rollout.
Customer context
An M&A team built around specialist judgment.
atares advises technology-focused mid-market companies on acquisitions, sales and growth financing. Its advisers need reliable market context and remain responsible for the conclusions.
A mandate can start with broad research and narrow to potential counterparties. The team wanted a faster first pass, not a finished AI-written recommendation.
The challenge
Research was spread across tools and repeated by hand.
Research pulled advisers across market sources and company records. Relevant knowledge sat across OneDrive Business, SharePoint, Outlook, Teams and Confluence.
Target discovery and early analysis added more manual collection. Formatting that material left less time for clients and judgment.
- Market and company research
- Building preliminary target and buyer longlists
- Preparing indicative analysis for adviser review
- Drafting outreach and supporting content around active sectors
The approach
Connected knowledge became the starting point for focused agents.
atares built four active knowledge bases and seven active agents in a shared workspace. Connected systems bring internal deal experience together with current market information.
Each agent has a defined research job. Advisers control its scope, access and final output.
Workflows in practice
A faster route from an initial question to an adviser-ready draft.
For a buy-side search, an agent screens companies against target criteria. It combines internal material with live research to draft a preliminary longlist and fit notes. Advisers validate and narrow it.
Agents also support early scenarios, indicative valuation drafts based on sector references, teaser copy and outreach. The team decides what is reliable enough to use.
Results and operating impact
More time for the work that requires an adviser.
Across the described research workflows, atares reports approximately 20 hours saved by the team each week. This is a team total, not a per-user figure.
The time comes from less repeated collection and drafting across daily research tasks. Advisers review every output before it leaves the team.
“Real agents that can do things for you ... are my favorite part of TextCortex.”