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Documentation Index

Fetch the complete documentation index at: https://docs.ivory.finance/llms.txt

Use this file to discover all available pages before exploring further.

Authentication

All deal endpoints require a JWT Bearer token:
Authorization: Bearer <access_token>
The tenant_id is extracted from the token — all deals are automatically scoped to your organisation.

Deal stages

Deals move through these stages in order:
sourced → screening → diligence → negotiation → signing → closing → closed
Each stage transition is logged in dm.deal_stages with a duration calculation.

Deal types

ValueDescription
acquisitionCompany acquisition
mergerMerger of equals
lboLeveraged buyout
ipoInitial public offering
divestitureBusiness unit sale
restructuringBalance sheet restructuring
advisoryM&A advisory mandate

AI Scoring

When a deal is created or a party is added, five scoring agents run asynchronously:
AgentWhat it computes
ValuationAgentDCF base/bull/bear + LBO + comps → valuation_score
SourcingAgentAcquisition attractiveness from Layer 1-3 signals → sourcing_score
RiskAgentCompany risk scores + macro regime → risk_score
SignalAgentInsider activity + momentum + revenue trend → signal_score
StrategyAgentRule engine over score deltas → recommended_action
The composite base_score (0–100) is computed as:
base_score = sourcing×0.25 + valuation×0.35 + risk×0.25 + signal×0.15
Weights are personalised per banker if preferences are configured.