Frequently asked questions

Handles the research and execution work on a live mandate, such as buyer lists, CIM drafts, databooks and DDQ answers, so your bankers can focus on clients and buyers.

Yes. We support US lower mid-market and boutique advisers, with working hours that overlap with US time zones.

You pay a one-time build fee instead of per-seat subscriptions, it runs in your own environment, and you own the code.

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

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

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.

A 30-minute call to agree the scope, then a fixed quote and timeline, usually within 24 hours.

Unless agreed otherwise, 50% at kickoff and 50% on delivery. Full-time analysts are billed monthly in advance.

Yes, one round of revisions within the original scope.

Market Intelligence has a 48-hour express option for a 50% surcharge; ask us about others.

Yes, to speed up the work. Our team reviews everything before delivery, and we use AI providers that don’t train on your data.

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

No. Add as many bankers as you like at no extra cost.

From $12,000 one-time for all ten modules, paid in three $4,000 instalments, then $2,000 a year for all-inclusive support. No per-user fees. Data migration from up to two tools is included.

Yes. We customise the build to your requirements and price it to match.

Only your own third-party running costs: cloud hosting, AI usage, storage and any connected tools, paid directly to those providers.

Everything you need help with: updates, fixes, users, integrations, small changes and anything you’re stuck on. You come to us, and we respond within 2 business days.

Yes. You own the code, and we hand over full documentation.

Your platform keeps running. It’s yours.

4–6 weeks from process mapping to your team running live deals.

Yes. Small changes are covered by support; larger features are quoted first.

Yes. Refer a firm that becomes a client, and we’ll pay you 10% of their first billing, up to $1,000.

With the code and documentation, any developer can maintain it.

Yes. Data migration from up to two tools is included in the build. Each additional tool is $1,500.

Yes. A closed-deal archive is quoted from $2,000, depending on how much history you have.

We can clean it up as we move it, at $45 an hour. You see the estimate before we start.

We look at what can be pulled out and quote it upfront, before any work starts.

Yes. Upload files from one of your deals to our hosted portal and test every module free for 14 days.

No. Each trial gets its own private login and workspace that no other firm can see.

We delete them within 7 days after the trial ends and confirm by email.

In your own environment. Nothing reaches a client or buyer without your approval.