M&A deal support and workflow automation for US advisory firms
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Case study

How an M&A advisory firm moved its mandates onto its own branded platform, built by Valcore Analytics, and has already closed several deals on it.

Industry
M&A advisory
Service
Your own deal platform · build, set-up and training
Engagement
Platform build
Client
Confidential
Executive summary

About $12,000 a year in deal software subscriptions replaced by a platform the firm owns, with several deals already closed on it.

An M&A advisory firm was paying about $1,000 a month in deal software subscriptions. That is roughly $12,000 a year, every year, for software the firm would never own and could not shape around its own process.

We built the firm its own deal platform instead: branded with its name, set up around how it runs a mandate, and owned outright. The team moved its deals onto it, and several of those deals have since closed.

The challenge

What the client needed

A subscription is a cost that never ends. The firm wanted the same deal workflow, under its own name and built around its own process, without paying for it every month for as long as it runs deals.

What its own platform had to do

  1. 01Carry the firm’s name, not a software vendor’s
  2. 02Follow the firm’s own stages, checklists and folders
  3. 03Keep client files, buyers, NDAs and bids in one place
  4. 04Draft with AI, with every draft checked before it goes out
  5. 05Belong to the firm outright, with no monthly subscription

Sound familiar? The reasons most advisory firms we speak to start looking

01

Subscriptions that never end

A fee every month for as long as you run deals, and often more with every banker you add.

02

Someone else’s workflow

Standard deal software asks your team to fit its process, instead of fitting yours.

03

Deals still spread across tools

Client files in inboxes, buyer status in spreadsheets, LOIs rebuilt by hand in Excel.

Our approach

Their own platform, built around how they run deals

We took the firm through the same four steps every client follows, from mapping the process to running live deals.

Coming inGoing outInside the platformYour firm’s environment
Outside your firmYour firm’s environmentYour cloud · your code · your data
Connected sources, synced automatically
Email
  • Outlook
  • Gmail
Drives
  • SharePoint
  • OneDrive
  • Google Drive
  • Dropbox
  • Box
Chat
  • Microsoft Teams
  • Slack
Meetings
  • Zoom
  • Google Meet
  • Fireflies
  • Granola
  • Otter
E-signature
  • DocuSign
  • Adobe Acrobat Sign
SellerThe business owner

Uploads financials, contracts and HR files, and answers checklist requests.

UploadsRequests
Client portalWhat the seller sees
  • Branded document checklist
  • Secure uploads
  • Progress at a glance
  • CIM confirmations
ValcoreAI engine
  • Document store
  • CIM questions and slides
  • Databook check
  • DDQ assistant
Runs on your firm’s ClaudeEvery draft links back to its source.
Banker workspaceWhat your team sees
  • Buyers, NDAs and bids tracked live
  • CIM draft, slides and teaser
  • DDQ answers with sources
  • LOIs compared side by side
BuyersStrategic and private equity

Send NDAs, questions and LOIs. Receive the teaser, CIM and DDQ answers.

NDAs, questions, LOIsApproved teaser, CIM, DDQ answers
Review queueNothing reaches a buyer until your team approves it.
Everything stays in your environment
  • Deal files
  • AI drafts
  • Buyer records
  • Audit trail
You own the code and the data.
  1. Step 01

    Mapped the firm’s process

    We learned how the firm runs a mandate: its stages, checklists, folders and the tools it already used.

  2. Step 02

    Built its own platform

    All ten modules, set up around that process and under the firm’s own name, from the client portal to bid comparison.

  3. Step 03

    Trained the team and handed over

    Training for the bankers, then the code and documentation handed over, so the firm owns its platform outright.

  4. Step 04

    Went live on real deals

    The team moved its mandates onto the platform and runs its deals there. Several have closed.

Key deliverables

What we delivered

DeliveredWhat it gives the firm
Client portal under the firm’s nameSellers upload files and see progress, without status emails and calls
Document checklistEvery request tracked, with files filed automatically
CIM question assistant and slide builderAI drafts from client files; bankers review and approve
Buyer and NDA tracker, buyer activity feedEvery buyer’s status and history in one live view
DDQ assistant and databook checkSourced diligence answers, and numbers checked before buyers see them
Bid comparison and review queueLOIs side by side; nothing goes out without the team’s approval
Code and documentationFull ownership: the platform belongs to the firm
Outcome and client impact

Several deals closed on the firm’s own platform

The firm now runs its mandates on a platform it owns, and several of the deals run on it have closed.

No more monthly subscription

About $1,000 a month in deal software subscriptions replaced by a platform the firm owns outright.

Several deals closed

Deals run on the platform have gone on to close, with the work for each one kept in one place.

Built around how they work

Their stages, checklists and folders, under their own name, so the team did not have to change how it runs deals.

Want a platform like this for your firm? Try it free on one of your own deals.

Request a free trial

The client’s name is withheld for confidentiality. The subscription figure is approximate.

Why it matters

Why this engagement matters

Most advisory firms pay for deal software every month, for as long as they run deals. This firm stopped paying: it now owns its platform, and its deals keep closing on it.

If you pay per seat today, the maths is simple. About $1,000 a month is about $12,000 a year, every year, and it grows as your team grows. Your own platform is a one-time build with no per-seat fees, however many bankers you add.

You can try it before you decide. We set up a free 14-day trial on one of your own deals, in a private workspace no other firm can see.

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Want a platform like this for your firm? Try it free on one of your own deals.

Request a free trial

Or email harsh.jindal@valcoreanalytics.com