Three audiences. One platform.
The same analytical infrastructure the largest investment banks operate from.
M&A advisory firms
Boutique and mid-market firms running concurrent sell-side, buy-side, and capital raise mandates. Replace manual buyer research with structured, criteria-matched universes.
Investment banks
Sector-focused banks managing multiple mandates. Centralise deal flow, buyer data, and outreach across deal teams with full portfolio visibility.
Capital raising advisors
Debt and equity specialists who need structured investor targeting by stage, sector, and geography. Identify active capital before clients ask who is in market.
Six tools, one execution layer.
Universe construction
Build comprehensive, criteria-matched buyer universes for every mandate. Replace weeks of manual research with hours of structured coverage.
Mandate management
Run unlimited concurrent mandates. Each includes universe tiering, engagement tracking, probability forecasting, and a complete decision log.
Portfolio oversight
Monitor every mandate in one consolidated view. Sector concentration, pipeline weighted value, stage distribution, execution velocity.
Outreach integration
Run tiered buyer campaigns inside the platform. Track engagement, opens, responses, and meeting conversion. One system of record.
Data room management
Confidential process documentation with role-based access, watermarking, download monitoring, and Q&A. Every access logged.
Execution analytics
Outreach-to-meeting conversion, meeting-to-term-sheet ratios, time in stage, execution bottlenecks. Improve mandate performance with data.
From mandate brief to close. Five steps.
Define the mandate
Set criteria - sector, geography, deal size, ownership structure, transaction type.
Build the universe
Search 10,000+ buyers and investors matching your criteria, filtered by acquisition appetite and recent activity.
Run tiered outreach
Launch structured campaigns. Track opens, responses, and meeting conversions in real time.
Manage the process
Stage all parties through the deal pipeline. Run a secure data room with watermarked documents.
Report and close
Generate board-ready pipeline reports, full audit log for governance, analytics to improve next mandate.