Fund Portfolio Management gives merger arbitrage and special situations funds structured, auditable regulatory assessment from the moment a tender offer is announced. Built natively on Microsoft Dynamics 365 and Dataverse, with an AI assessment engine your team controls, deployed into your own tenant.
Voluntary tender offer · Weichai Power · announced 17.04.2026
Deals move faster than regulatory intelligence can keep up. And spreadsheets are not an audit trail.
Squeeze-outs and takeovers announce, price, and settle on tight regulatory timelines. A 48-hour delay in jurisdictional assessment is a mis-priced position.
BaFin, CNMV, CONSOB, SEC: dozens of regulatory authorities, each with their own forms, languages, and precedent. Analysts spend hours aggregating what an agent can do in minutes.
Investment committees demand explainability. Why this deal? Which precedent? Which jurisdiction? Email chains and Excel files do not survive an audit.
AI alone is not investable. Every output needs a named reviewer and a timestamped sign-off before it enters the IC pack.
Deal ingestion, regulatory mapping, and structured proposal generation. All connected, all auditable.
Every newly announced deal is ingested and assessed the moment it posts. Sector, country, and regulatory authority mapping, structured and ready in your Dynamics 365 tenant.
221 regulatory authorities and 103 regimes, pre-structured and searchable. Know which jurisdictions are relevant before the offer document is published.
Generate a structured investment proposal directly from deal data, complete with risk scoring, regulatory conditions, and a mandatory human review gate before finalisation.
Five connected capabilities on one Microsoft-native platform: deal ingestion, regulatory assessment, human review, investment proposal, and audit logging.
Point the agent at an announcement URL or upload the offer document PDF. It extracts target, bidder, sector, country, offer price, and the key timeline dates, then creates the deal record in Dynamics 365.
Angebotsunterlage_Kion_2026-04.pdf
Uploaded · 1.2 MB · 47 pagesFrom announcement to settlement, every step is connected, auditable, and paused for human judgement where it matters.
URL or PDF to structured deal record
221 authorities, precedent-matched
Named human sign-off gate
IC-ready investment proposal
Immutable log, one-click export
83 countries in the data model, 103 merger-control and foreign-investment regimes structured, 201 precedent cases linked. Deep coverage across the EU plus the UK, US and Switzerland, expanding with client priorities.
Every workflow pauses for named, timestamped human sign-off before an output is finalised. No black-box approvals, no silent automation.
Every assessment shows the checklist used, the facts, the sources, the comparable cases, and the explicit unknowns. Every risk rating carries a written rationale beside the score, and re-rating a deal runs through the same audited pipeline.
Dataverse logs every state change with actor, timestamp, and delta. Export an audit pack per deal in one click.
Sign-off is tied to an identity, not a group. Your regulator and your IC both want a name.
The platform will not store a final assessment without a human decision recorded against it. By design.
Deploys into your existing Microsoft tenant: no new platform, no new vendor, no parallel security model. Identity, compliance, and data residency stay where they are.
Deals, reviewers, decisions live in native tables, visible in model-driven apps.
Immutable change log, row-level security, native compliance with your M365 tenant.
Flows orchestrate the AI assessments: prompts, retries, telemetry and human gates. Observable and controllable, no black box.
Offer documents, proposals, audit packs, filed where your team already works.
FPM was built inside the daily work of a European special situations fund: real tender offers, real regulatory reviews, real investment committee packs. The workflow you see in the tour is the workflow running in production today.
Your data stays in your tenant, under your identity, under your compliance regime. We do not run a shadow data platform.
Deploys to EU Azure regions by default. No data leaves your jurisdiction without explicit consent.
Entra ID, your MFA, your conditional access. No shadow accounts.
Every state change in Dataverse is logged with actor and timestamp. Retention aligned to your regime.
Analyst, reviewer, IC, admin: row and column level controls, enforced in Dataverse.
Your deal data is never used to train models. Grounded retrieval only, inside your tenant.
Inherits your tenant's Defender monitoring, conditional access and DLP policies.
A fixed envelope, four phases, one team from Woods. Your analysts run the platform from week three.
Map your current workflow, data sources, and regulatory coverage priorities.
Deploy to your tenant. Wire Dataverse tables, agents, and your IC template.
Run ten real deals through the workflow with your team. Calibrate the review gate.
Full workflow active. Hypercare for two weeks, then handover.
FPM is a solution package that deploys into your existing Dynamics 365 tenant. It is not a separate SaaS: you own the data, the identity, and the compliance boundary.
No. The agent drafts the assessment and proposal; your analyst reviews, corrects, and signs off. Every finalised artefact has a named human reviewer. That is a design constraint, not a configuration option.
221 authorities across 83 countries in the data model today, with deep structure for EU merger control and foreign-investment regimes plus the US FTC, UK CMA, Swiss ComCo, and the EU Commission. Coverage expands with client input.
Six weeks from kickoff to first live assessment in our standard envelope: discovery in week one, configuration in weeks two and three, pilot in weeks four and five, go-live with hypercare in week six.
In your Dataverse, in the Azure region you choose, under your identity and compliance regime. We do not operate a shadow data platform: all data is inside your Microsoft tenant.
FPM is designed around the AI Act's expectations for high-oversight use: mandatory human review gates, transparency of sources, full logging, and explainable outputs are structural features, not add-ons.
Woods Business Solutions builds and operates systems on Microsoft Dynamics 365, Dataverse and Azure for investment funds and mid-sized companies. FPM was built and proven inside the daily work of a European special situations fund before it became a product.
We support clients in English and German.
Let us walk through your current deal workflow, data sources, and regulatory coverage together, and identify where FPM creates immediate value.