M&A deal support and workflow automation for US advisory firms
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A live mandate, a platform build or a one-off research project. Send a few lines and we’ll come back with next steps.

1 business day to replyNDA before any dataUS hours overlap

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What happens next

From first message to a fixed quote

  1. 01

    We read your note

    Every message is read by the founding team, and we reply within one business day.

  2. 02

    A 30-minute call

    We agree the scope and sign an NDA before any client data is shared.

  3. 03

    Fixed quote and timeline

    You get a fixed quote and timeline, usually within 24 hours of the call.

Before you write

Common questions

All FAQs
Is client data kept confidential?

Yes. We sign an NDA before any client data is shared, and every engagement is covered by confidentiality terms.

Can you work under our firm’s name?

Yes. Our team can work on your email domain and templates, so buyers and clients see your firm.

Are you a broker-dealer?

No. We provide research, analytics, deal support and software under your direction. We don’t negotiate deals, and our service fees are fixed or hourly.

Can we see samples first?

Yes. Most service pages show the outputs you receive, built on sample data.