We move your data for you
Migration from up to two of your current tools is included in the build. We bring your deals, buyers and documents across, so your team starts with its history.
Deal Platform · Built by Valcore Analytics
We build M&A advisory firms their own AI deal platform: branded with your firm’s name, designed around how you run deals, and deployed in your own environment. You own it outright.
Free 14-day trial10 modulesNo per-seat fees4–6 weeks to go live
The problem
Sound familiar?
- Client files arrive by email and get lost in inboxes.
- Analysts spend days reading every file to write the CIM.
- Buyer status, NDAs and LOIs sit in spreadsheets and tools that don’t talk to each other.
- Every new hire adds another seat to every subscription.
Product tour
See the platform at work
Screens from the live demo workspace. Log in as an advisor or a seller in one click.
Modules
Ten modules, one platform
Module 01
Client portal
A private portal with your firm’s name. The owner sees progress and what’s next. No training needed.
BeforeStatus emails and calls
AfterThe owner checks the portal
Module 02
Document checklist
200+ requests with due dates. Each one explains why buyers need it. Files are filed for you.
BeforeChasing files by email
AfterOne checklist, filed automatically
Module 03
CIM question assistant
AI drafts answers to 100+ CIM questions from client files. The owner only fills the gaps.
BeforeAnalysts read every file
AfterAnalysts review drafts
Module 04
CIM slide builder
Builds a first draft of the CIM deck from approved answers.
BeforeBlank-page drafting
AfterEditing a ready draft
Module 05
Buyer and NDA tracker
Every buyer and NDA, tracked live from teaser to LOI.
BeforeNDA status buried in inboxes
AfterOne live view
Module 06
Buyer activity feed
Every email with each buyer, pulled in automatically.
BeforeSearching inboxes
AfterFull history in one click
Module 07
Databook check
Flags totals, formulas and numbers that don’t match.
BeforeErrors found by buyers
AfterErrors caught first
Module 08
DDQ assistant
Drafts diligence answers from files, emails and call transcripts, each with its source.
BeforeDays hunting for answers
AfterA review of sourced drafts
Module 09
Bid comparison
LOIs side by side as they arrive, with the best term in each row highlighted.
BeforeRebuilding LOIs in Excel
AfterCompared on arrival
Module 10
Review queue
Every upload and AI draft waits for your approval.
BeforeUnchecked drafts
AfterNothing goes out without approval
How it fits together
Your deal process, in your own platform
Files come in from the seller, the buyers and the tools you already use. AI drafts the work, your team approves it, and everything stays in your environment.
Coming inGoing outInside the platformYour firm’s environment
Outside your firmYour firm’s environmentYour cloud · your code · your dataConnected 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
AI 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
You own the code and the data.- Deal files
- AI drafts
- Buyer records
- Audit trail
Outcomes
What it means for your firm
Faster to market
CIM drafts and client files are ready sooner, so teasers go out sooner.
Faster diligence
Buyers get sourced answers quickly, which keeps deal momentum.
More deals, same team
Less time per deal lets your bankers run more mandates at once.
Your own platform
Built for you, moved for you, owned by you
Security
Private workspaces, role-based access, AES-256 encryption and tenant isolation, running in your own environment.
How we protect your dataYou own it, for good
You own the code and the data, with full documentation. If you ever stop paying for support, your platform keeps running.
Support
One all-inclusive plan: updates, fixes, users, integrations and small changes. Come to us whenever you need help, and we respond within 2 business days.
Onboarding and training
We map your process with your team before the build, set it up around your stages and folders, and train your team before go-live.
AI you can trust
Every draft links back to its source, nothing reaches a client or buyer until your team approves it, and your data never trains AI models.
Running costs, upfront
Hosting, AI usage, storage and connected tools are paid by you directly to those providers, with no mark-up from us. We estimate the monthly cost before you commit.
From trial to live deals
How it works
- 01
Try it free
Test every module on one of your deals for 14 days.
- 02
Map your process
We learn your stages, folders and tools.
- 03
We build and connect
Set up around how you work, in 4–6 weeks.
- 04
Go live
Your team runs deals in it.
Pricing Free 14-day trial, a one-time build with no per-seat fees, and one flat support plan.
See pricingTry it on your own deal, free for 14 days.
Start a free trialOr email harsh.jindal@valcoreanalytics.com