Sell-side support and workflow automation for M&A advisory firms: buyer lists, CIM preparation, QoE databooks and due diligence responses, delivered in days.
CIM preparation, buyer list research and NDA tracking
On the platform
CIM question assistant
CIM slide builder
Buyer and NDA tracker
From our analysts
Buyer list research
CIM and teaser preparation
Buyers on a live list38
DDQ answers drafted from files, emails and calls, with sources
On the platform
DDQ assistant
Databook check
Buyer activity feed
From our analysts
QoE databook with DDQ responses
Buyers in diligence2 / 3
LOI comparison and management meeting support
On the platform
Bid comparison
Review queue
From our analysts
Full-time trained analyst
Projected fees$1.43M
Deal Platform
Why firms are moving off per-seat deal software
Most advisory firms pay for deal software as a per-seat subscription. With your own platform, the same workflow is built once, around your process, and the keys are yours.
Your own deal platformTypical per-seat deal software
How you pay✓A one-time build, then one flat support planPer user, per month, every year
Adding a banker✓No extra costAnother seat on every subscription
Ownership and data✓You own the code; it runs in your environmentSubscription-based, in the vendor’s cloud; access usually ends when you stop paying
Fit to your process✓Built around your stages, checklists and foldersOne standard workflow for every firm
AI drafting✓CIM and DDQ drafts from your files, each with its sourceOften an add-on, if offered
Try before you buy✓Free 14 days on one of your own dealsSales demo on sample data
See the 3-year cost for your team size on the Deal Platform page.
What a buyer list mandate typically covers: strategic and financial buyers mapped, tiered by fit and given decision-maker contacts, ready to load into the platform pipeline.
Buyers mapped
750–1,000
Turnaround
5 days
Decision-makers
Named
Example engagementSell-side · CIM and QoE
CIM and QoE databook from a data room
What a combined mandate typically covers: the CIM and teaser drafted from the client’s raw files, and a tied-out QoE databook, so the banker spends their time on buyers instead of formatting.
CIM draft
7–10 days
QoE databook
5–10 days
Every number
Tied out
Example engagementDeal Platform · 10 users
Deal platform in place of per-seat software
How a move off per-seat software typically runs: a free trial on one live deal, then a one-time build the firm owns, with the data moved across for them.
Free trial
14 days
To go live
4–6 wks
Per-seat fees
None
Illustrations built from our published scope and turnarounds, not specific clients.
Handles the research and execution work on a live mandate, such as buyer lists, CIM drafts, databooks and DDQ answers, so your bankers can focus on clients and buyers.
Do you work with US M&A advisory firms?
Yes. We support US lower mid-market and boutique advisers, with working hours that overlap with US time zones.
How is your own deal platform different from subscription deal software?
You pay a one-time build fee instead of per-seat subscriptions, it runs in your own environment, and you own the code.
Is client data kept confidential?
Yes. We sign an NDA before any client data is shared, and every engagement is covered by confidentiality terms.
Pricing Fixed, published prices for every service, with a fixed quote within 24 hours.
