DealFlowAI 🚀

(Merger Arbitrage AI Agent Pipeline)

A multi-agent system that automates preliminary deal analysis for a merger arbitrage fund. Given a merger announcement, the pipeline fans out to specialist AI agents, each focused on a distinct analytical domain, and combines their outputs into a unified deal brief.

🏗️ Architecture & Approach

The system uses the ReAct (Reason + Act) pattern powered by LangGraph and Anthropic's Claude models.

For deep technical and architecture details, see ARCHITECTURE.md.

🌟 Key Features

• Equity Research Agent (Phase 1 MVP): Scrapes SEC EDGAR and web data to produce a research-grade initiating coverage report.
• Legal M&A Agent (Phase 2): Summarizes merger agreements and flags key deal risk clauses using RAG for long documents.
• Antitrust Agent (Phase 3): Performs regulatory risk assessment across DOJ, FTC, EC, SAMR with probability scores.

🛠️ Technology Stack

• Framework: FastAPI for async REST endpoints.
• AI/LLM: LangGraph for orchestrating agents, Anthropic Claude-3.5-Sonnet (for fast tool use) and Claude-3-Opus (for synthesis).
• Package Manager: uv for blazing-fast dependency management and environments.
• Data Sources: SEC EDGAR (Free), Tavily Search API.

🚀 Getting Started

1. Prerequisites

Ensure you have uv installed:

curl -LsSf https://astral.sh/uv/install.sh | sh

2. Installation

Clone the repository and install dependencies:

git clone https://github.com/vikbht/dealflowAI.git
cd dealflowAI
uv sync

3. Environment Variables

Copy the template and add your API keys (e.g., Anthropic, Tavily):

cp .env.example .env

Edit .env to include your specific tokens.

4. Running the Dev Example

You can test the pipeline locally using the CLI script (no server needed):

uv run python run_example.py

5. Running the API Server

Start the FastAPI server:

uv run uvicorn merger_arb.main:app --reload

You can then hit the endpoint:

curl -X POST http://localhost:8000/analyze/equity-research \
  -H "Content-Type: application/json" \
  -d '{
    "target_ticker": "ATVI",
    "target_name": "Activision Blizzard",
    "acquirer_ticker": "MSFT",
    "acquirer_name": "Microsoft",
    "announcement_date": "2022-01-18",
    "offer_price": "$95.00",
    "deal_value": "$68.7 billion"
  }'