Keep the steering committee current, every week.
How do I keep an M&A steering committee updated?
Keep an M&A steering committee updated with a short pack per deal: the recommendation, what changed, the top risks, open questions, the decision needed and the next best action. Reuben AI produces these packs from each deal's living record, so they stay current without the team rebuilding slides every week.
The problem today
- Weekly decks take a day to build and are stale by the meeting.
- Executives read different versions of the same deal.
- Decisions are made without the latest change in view.
How Reuben AI helps
One page per deal. Short enough to read before the meeting.
What changed, first. Each pack leads with changes since the last one.
Read-only access. Executives see the latest pack without editing rights.
Decisions on record. Each decision and its reasoning is kept for the board and the next deal.
Key components of a steering committee pack
- Deal name and stage
- Recommendation this week
- What changed since the last pack
- Top three risks and their status
- Open questions and owners
- Decision needed and by when
- Next best action
How often to update the steering committee
Weekly during active diligence is common, with an immediate update when something material changes. Because the pack is a view of the record, an extra update costs minutes, not a day.
Illustrative example
- Deal: "Project Kestrel" (fictional). Stage: confirmatory diligence.
- Recommendation this week: proceed, subject to licence renewal.
- What changed: a competitor announced a regional expansion.
- Decision needed: approve adviser scope by Friday. Next best action: confirm licence status with the regulator's public register.
What you get
- Steering committee packs
- Change summaries
- Decision log
Security and trust
- Client data is isolated, with access control and an audit trail on every record.
- Data residency is available in APAC, EMEA or the Americas.
- Every finding is fully sourced and marked verified or cross-checked.
- People make the decisions. Reuben AI does not give investment advice.