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APEX-Agents · Investment Banking

World221_oa_5

1/3Fail

APEX-Agents task World221_oa_5 in AI Agents for M&A Legal Due Diligence. Compare dual-harness agent runs across models — rubric criteria, scores, and public traces.

AI Agents for M&A Legal Due DiligenceInvestment Banking World 221Dual harnessGrader: rubric
task_2dd1247cad1447858f578a0b19d7e6a5
Investment Banking World 221
message_in_console
4 models · dual config

Task prompt

What the agent was asked to do

Assume that TVPG raised additional $70 million mezzanine capital ($30 million - equity capital raise from it's current shareholders at a discounted issue price of $6.0 per share and $40 million - debt capital raise at 6% interest rate), and the merger uses 50% cash consideration financed with 80% of cash on balance sheet - Using the 9M TTM 2025 account, recalculate the "Exchange Ratio for TVPG Shareholders", "% Value Accretion/(Dilution) to BBDC shareholders", and "% Value Accretion/(Dilution) to TPVG shareholders" in the merger model and return results. Assume the end of financial year is December 31st, debt issued date was the first day of the calendar year and zero fees associated with the issues. Round all percentage calculations to the nearest 2 decimal places, and round ratio to the nearest 3 decimal places. Respond with the information in a message.

Published trajectories

Agent runs on this task

Curated dual-harness runs (parsed + original sandbox). Best scored run per model.

ModelHarnessScoreResultLinks
GPT-5.5showcasedual1/3Fail
Gemini 3.1 Produal1/3Fail
GPT-5.4 minidual1/3Fail
GPT-5.4 nanodual1/3Fail

Grading rubric

Criteria and grader verdict (showcase run)

  1. States the "Exchange Ratio for TVPG Shareholders" is 0.438x

    Pass

    Evidence: TEXT_RESPONSE states “Interpreting `TVPG` as `TPVG`” and table row “Exchange Ratio for TPVG Shareholders | 0.438”. Assessment: Criterion requires stating the exchange ratio is 0.438x; the response gives 0.438 for the same shareholder group (with typo clarification), so pass.

  2. States the % Value Accretion/(Dilution) to BBDC shareholders is 16.48%

    Fail

    Evidence: TEXT_RESPONSE table states “% Value Accretion/(Dilution) to BBDC shareholders | 16.11%”. Assessment: Criterion requires 16.48%; the stated value is different, so fail.

  3. States the % Value Accretion/(Dilution) to TPVG shareholders is 35.30%

    Fail

    Evidence: TEXT_RESPONSE table states “% Value Accretion/(Dilution) to TPVG shareholders | 35.07%”. Assessment: Criterion requires 35.30%; the stated value is different, so fail.