The platform
Every stage of the deal, in one system
Eleven stages from strategy to post-completion review. Each module hands to the next without anyone re-keying anything, and the whole history stays on the deal.
- Strategy
- Long list
- Qualified
- Contact
- Evaluation
- Offer
- Diligence
- SPA
- Completion
- Integration
- Review
Origination
Find and score every firm that fits the brief
02Outreach
Approach them, and keep the replies on the deal
03Deal room
A structured data room with a full access log
04Diligence
Forty-four requests, with guidance on each
05Valuation
Fees or profit, earnout, clawback, downside
06Integration
The hundred days after completion
What holds it together
The parts that are not a stage, but decide whether the thing is usable on a Tuesday afternoon.
Fit you can argue with
Every firm carries the reason for its score and the reason it was excluded from each mandate. No black box you cannot explain to a client.
Verified, never guessed
An email is kept only when the site is proved to belong to that firm and the address sits on its own domain. Guessed patterns are how you write to the wrong practice.
Several acquirers at once
Run acquisitions for more than one buyer side by side, with the judgement on each firm recorded per mandate rather than globally.
Your client sees their own deals
A read-only portal scoped to one acquirer, showing only what you have chosen to share, with a question and answer thread on each deal.
Everything is recorded
Stage changes, dismissals and their reasons, documents opened, offers made. Six months later the question is why, and the answer is on the deal.
Search anything from anywhere
Thousands of firms and deals behind one keystroke. Filter by fee size, principal age, staff, regulator or reachability without leaving the board.
See it on your own mandate
The most useful demo is against a real brief — what you are buying, where, and at what size. You will see your own long list, not a demo account.
Request a demo