system-prompts-and-models-o.../salesflow-saas/docs/governance/ma-os.md
Claude a319feb6d7
feat(dealix): complete Tier-1 Sovereign Enterprise Growth OS
Governance layer (14 docs):
- MASTER_OPERATING_PROMPT.md — operating constitution (five planes, six tracks, policy classes)
- docs/ai-operating-model.md — five-plane architecture (Decision/Execution/Trust/Data/Operating)
- docs/dealix-six-tracks.md — six strategic tracks (Revenue/Intelligence/Compliance/Expansion/Operations/Trust)
- docs/governance/execution-fabric.md — OpenClaw execution plane deep dive
- docs/governance/trust-fabric.md — trust plane with contradiction engine + evidence packs
- docs/governance/saudi-compliance-and-ai-governance.md — PDPL/ZATCA/SDAIA/NCA live controls
- docs/governance/technology-radar-tier1.md — Core/Strong/Pilot/Watch/Hold classification
- docs/governance/partnership-os.md — alliance lifecycle management
- docs/governance/ma-os.md — M&A corporate development lifecycle
- docs/governance/expansion-os.md — geographic and vertical growth
- docs/governance/pmi-os.md — post-merger integration framework
- docs/governance/executive-board-os.md — executive decision surfaces
- docs/execution-matrix-90d-tier1.md — 90-day sprint execution plan
- docs/adr/0001-tier1-execution-policy-spikes.md — 8 architectural decisions

Backend (3 models, 6 services, 8 API routes):
- Contradiction Engine — detect/track system conflicts
- Evidence Pack System — tamper-evident audit proof with SHA256
- Saudi Compliance Matrix — live PDPL/ZATCA/SDAIA/NCA controls
- Executive Room — unified executive decision surface
- Connector Governance — integration health monitoring
- Model Routing Dashboard — LLM provider metrics
- Forecast Control Center — actual vs forecast across tracks
- Approval Center — enhanced approval queue with SLA

Frontend (9 components):
- Executive Room, Evidence Pack Viewer, Approval Center
- Connector Governance Board, Saudi Compliance Dashboard
- Actual vs Forecast Dashboard, Risk Heatmap
- Policy Violations Board, Partner Pipeline Board

Tooling:
- scripts/architecture_brief.py — preflight validation (40/40 checks pass)
- Updated CLAUDE.md and AGENTS.md with governance references

https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
2026-04-16 12:48:13 +00:00

3.6 KiB

M&A OS — Corporate Development Lifecycle

Parent: MASTER_OPERATING_PROMPT.md
Plane: Decision + Execution | Tracks: Expansion
Version: 1.0 | Status: Canonical


Overview

The M&A OS manages corporate development activities from target identification through post-merger integration. All M&A commitments are Class B actions with C-Level or Board approval required.


M&A Lifecycle

SOURCE → SCREEN → DILIGENCE → NEGOTIATE → CLOSE → INTEGRATE

Phase 1: Source

  • AI Role: acquisition_scouting.py identifies targets
  • Input: Sector focus, revenue thresholds, geographic criteria
  • Output: Target long list with preliminary scores

Phase 2: Screen

  • AI Role: deal_matcher.py + company_profiler.py deep analysis
  • Input: Target long list
  • Output: TargetScreeningMemo (structured) — short list

Phase 3: Diligence

  • Orchestration: DD room control with workstream assignments
  • Workstreams: Financial, Legal, Technical, Product, Security, Cultural
  • AI Role: portfolio_intelligence.py analyzes each workstream
  • Human Role: Reviews findings, flags risks (Class B)
  • Output: DueDiligenceReport (structured)

Phase 4: Negotiate

  • AI Role: strategic_simulator.py models scenarios, roi_engine.py calculates ranges
  • Human Role: Negotiation strategy approval (Class B → Board)
  • Output: IC Memo, Board Pack Draft, Offer Terms

Phase 5: Close

  • Checklist: Regulatory approvals, legal finalization, signing
  • Human Role: Final approval (Board)
  • Output: Signed agreements, closing documentation

Phase 6: Integrate

  • Handoff: To PMI OS (see pmi-os.md)
  • Output: Integration plan, Day-1 readiness checklist

Code Mapping

Component File Purpose
Acquisition Scouting services/strategic_deals/acquisition_scouting.py Target identification
Company Profiler services/strategic_deals/company_profiler.py Deep company analysis
Company Twin services/strategic_deals/company_twin.py Digital twin modeling
Portfolio Intelligence services/strategic_deals/portfolio_intelligence.py Portfolio analysis
Strategic Simulator services/strategic_deals/strategic_simulator.py Scenario modeling
ROI Engine services/strategic_deals/roi_engine.py Financial modeling
Deal Taxonomy services/strategic_deals/deal_taxonomy.py Deal classification

Structured Outputs

  • TargetScreeningMemo — fit score, revenue, sector, risks, recommendation
  • DueDiligenceReport — workstream findings, risk register, valuation impact
  • SynergyModel — revenue synergies, cost synergies, integration costs, timeline
  • ICMemo — investment committee memo with recommendation
  • BoardPack — executive summary for board approval
  • OfferTerms — valuation range, deal structure, conditions

Saudi/GCC Specific

Factor Requirement
CMA approvals Capital Market Authority for listed companies
GACA approvals General Authority for Competition
Saudization compliance Target must meet or plan to meet quotas
CR transfer Commercial Registration transfer process
PDPL data room Due diligence data must comply with PDPL
Arabic documentation Legal agreements must be bilingual

Approval Matrix

Action Approver
Add target to long list VP Corporate Dev
Move to short list SVP + CFO
Initiate due diligence CEO
Submit offer Board
Sign agreement Board + Legal
Integration plan approval CEO