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Business
Playbook
for AI
Integration
Summary
July 7, 2026
In this playbook, Jonathan Conigliari and Jeremy Conigliari survey financial, legal, and operational issues raised by artificial intelligence when the technology is incorporated into business functions.
With a view toward helping companies protect value and prepare for third-party diligence in connection with potential capital raises, debt facilities, and M&A transactions (like exits), the playbook evaluates AI in the business context and from a risk-management perspective.
An AI integration checklist for businesses is attached as an exhibit.
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