Financial Monitoring & Integration Management for M&A

Financial monitoring and integration management for M&A.

Acquirers fly blind for 12–18 months after close. Keyhole delivers live target financials from Day 1, automatic R&W breach monitoring, and a full integration OS at mid-market price.

Keyhole deal lifecycle Five-stage deal lifecycle from T-Minus through 90+ with live financial monitoring and AI agents. KEYHOLE LIVE DEAL: PROJECT MERIDIAN LIFECYCLE PHASE Desktop DD Full DD Day 1 Ready IMO Execution Synergy Capture R&W Expiry WORKSTREAM Synergy Capture Cost: $14.2M run-rate · Revenue: $8.6M · CTA: $4.1M ON TRACK 71% AI AGENT WORKSTREAM IMO Governance 14 streams · 247 milestones · 8 RAID items open ON TRACK 88% AI AGENT WORKSTREAM Day 1 Readiness 10 categories · LD1 / OD1 split · RCP1/2/3 active 3 GAPS 79% AI AGENT WORKSTREAM TSA Exit Tracker 22 services · 14 exited · 6 in-flight · 2 at risk ON TRACK 64% AI AGENT DEAL THESIS Buy-to-scale · $42M synergy run-rate · Day 365 target STEERCO ›
$2–10M
Typical Big Five PMI Engagement
~70%
M&A Deals That Miss Synergy Targets
4
Structural Invariants of Successful PMI
1
Operator Required to Run a Deal

The Problem

M&A integration runs on war rooms,
spreadsheets, and force of personality.

Five global consulting firms have built proprietary platforms (McKinsey Wave, Bain Signal, BCG KEY, Deloitte M&A Central, KPMG Velocity) to impose discipline on the chaos. None of those platforms are available to the operator running the deal. They are available to the consultants charging $2M to $10M per engagement to run it for her.

Datasite is a data room.

Storage and permissioning. Stops at signing. No integration layer, no synergy tracking, no Day 100 visibility, no R&W register.

DealCloud is a CRM.

Pipeline and relationship tracking. Stops at close. No workstream management, no IMO governance, no synergy capture instrumentation.

Midaxo is a workflow tool.

Generic project management with M&A templates. Requires an implementation team. Weak AI. No end-to-end deal lifecycle.

Consulting firms are the only end-to-end alternative.

And they bring teams of associates, retainer engagements, and proprietary tooling that closes the loop only as long as the engagement runs. The operator is left with PowerPoint when it ends.


Products

Three products. One platform.
Start with monitoring, grow into integration.

Keyhole Monitor is sold on Day 1 of ownership. No ERP integration work required. Keyhole Integration OS adds full IMO governance when the acquirer wants it.

PRODUCT 1
Financial Watchtower
Live ERP visibility into the target from Day 1. Daily sync. Six anomaly rules. Blind period eliminated.
monitor.evidentcorp.com ›
PRODUCT 2
R&W Monitor
Every representation mapped to GL accounts. Breach detection runs daily. Proof pack assembled automatically.
monitor.evidentcorp.com ›
PRODUCT 3
Integration OS (Keyhole)
Full IMO platform for acquirers who want it. WBS, synergy tracking, RAID, Day 1 readiness, Steerco decks.
keyhole.evidentcorp.com ›

The Architecture

Built on the four invariants every
successful M&A integration converges on.

No firm publishes a canonical workflow. But four structural patterns recur across McKinsey, Bain, BCG, Deloitte, and KPMG, validated across thousands of deals. Keyhole instruments all four into the platform spine. Firm-specific terminology becomes a configurable overlay.

INVARIANT 01

Phased Lifecycle

Pre-Sign through Beyond. Every object in the platform carries a phase tag. Lifecycle gates are stateful, not advisory. Day 1 cannot pass until Day 1 readiness is signed off.

INVARIANT 02

Two-Layer IMO

Steerco above an Integration Management Office. PMO horizontal cross-cuts (synergy tracking, RAID, communications) above functional workstream verticals. Four-tier governance with built-in escalation paths.

INVARIANT 03

Synergy Stage Gates

Top-down stretch targets meeting bottom-up validation through L1–L5 maturity gates. CTA tracking. Net benefit hardcoded. BCG's W approach as the underlying state machine.

INVARIANT 04

Deal Thesis Traceability

Investment Thesis → Deal Thesis → Integration Thesis → Initiative → Realized Synergy. Every initiative links upward to a deal-thesis pillar. Nothing exists in the platform without that linkage.


Who It's For

Built for the operator running the deal,
not the integration team supporting one.

Private Equity Firms

Mid-market and lower-mid-market PE running portfolio integrations. Standalone single-deal use or programmatic across the fund.

Corporate Development

Strategic acquirers running roll-up strategies, tuck-ins, or carve-outs. Repeat-acquirer programs where every deal compounds prior learning.

Investment Banks

Post-close advisory practices, sell-side preparation engagements, and integration support arms inside boutique and bulge-bracket banks.

Operating Partners

PE operating partners and independent integration leads running parallel workstreams across multiple portfolio companies simultaneously.


Founder

Mark Fitzsimmons, Founder & CEO

25 years operating at the intersection of private equity ownership, deal teams, and portfolio leadership during periods of structural complexity. Post-merger integrations, enterprise restructurings, cross-fund transactions, and valuation-sensitive transitions. Environments where governance discipline, sequence integrity, and decision clarity determine value preservation.

Typically brought in when assets require stabilization, integration control, and executive-level alignment between board and management. The mandate has always been execution: tighten reporting, clarify decision rights, restore operating cadence, and convert transaction intent into measurable performance.

Keyhole is the institutional expression of that experience.

Design partner program.

Keyhole is in active build with a small group of design partners. PE firms, corp dev teams, and operating partners running active integrations are eligible. Design partners receive preferential pricing, direct product input, and early platform access.

Inquire about design partnership

Pre-seed SAFE open.

$3M target on a $30M post-money cap. Y Combinator standard SAFE form, unmodified. Pro-rata rights for investors at $150K and above. Q2 2026 rolling close.

Access investor materials