All case studies
AI-Enabled Deal Workflow Platform
Charantra
The challenge
Disconnected legacy tools such as email and spreadsheets, and manual, relationship-dependent buyer tracking, caused stalled deals, poor pipeline visibility and revenue leakage on unverified mandates.
Our solution
Quantana centralised end-to-end deal operations on a single platform with intelligent intake and automated matching.
Scope and delivery
The workflow enforces institutional discipline from lead to term sheet.
Key capabilities
- Document OCR and AI-driven synthesis that flags risks and compresses days of contract reading into minutes
- Semantic matching engine that enriches corporate buyer profiles with explainable fit scores
- Interactive Kanban stage tracking with automated stagnation alerts
- Secure, NDA-gated virtual data rooms, with target data released only after e-signed NDAs and engagement fees
Outcomes
- Faster progress from lead to term sheet
- Visibility of the whole pipeline and early warning on stalled deals
- Controlled access to confidential deal information
From ambition to action
Ready to audit your enterprise AI readiness?
Discover where AI can make a meaningful difference — and what it takes to get there responsibly.