M&A deal support and workflow automation for US advisory firms
Book a call
Outsourced M&A analyst · Going to market

The buyer list, the teaser and the CIM, ready before launch, plus a full-time analyst to keep the process moving once it goes out.

Book a 30-minute callRequest a quote
Buyer list research 5 business daysCIM and teaser preparation 7–10 business daysFull-time trained analyst Ongoing
Led by Harsh Jindal, ex-Bain & Company PE due diligence
The work

What this stage needs

A list sized to the deal
Strategic and financial buyers tiered by fit, each with a one-line rationale and a named decision-maker.
The right first tier
Tier 1 agreed with you and the client before anything goes out.
A tracker from day one
Every buyer’s status, from teaser to NDA to CIM sent, in one sheet or in your own platform.
An analyst on the deal
A full-time analyst keeps the list, the tracker and the follow-up materials up to date.
Services

How we help

See pricing

Buyer list research

750–1,000 strong-fit strategic and financial buyers with rationale, tiered, with decision-maker contacts

5 business days

CIM and teaser preparation

Full CIM draft and one-page teaser from client files

7–10 business days

Full-time trained analyst

A trained analyst working full time on your mandates: lists, CIMs, databooks, DDQs and day-to-day deal work, with senior review of every deliverable

Ongoing
Free template

Not ready for a call? Start with this

Free downloadExcel workbook

Buyer list template

The tracker we use on live mandates: tiering, decision-makers, and outreach status from teaser to LOI.

  • 20 columns, with drop-downs for tier, type and status
  • Tiering guide for strategic and financial buyers
  • Teaser, NDA and CIM date tracking
  • Filters ready for weekly client updates

We only use your email to send what you asked for. See our Privacy Policy.

FAQ

Questions advisers ask

How many buyers go on the list?

750–1,000 strong-fit strategic and financial buyers for a broad process. We agree the size with you up front for a targeted one.

Do buyers see Valcore’s name?

No, unless you want them to. We work in your templates and under your firm’s name.

Outsourced M&A analyst

Other deal stages, or by industry

By industry

By deal stage

Pricing Fixed, published prices for every service, with a fixed quote within 24 hours.

See pricing

Tell us about the mandate, and we’ll send a fixed quote within 24 hours.

Book a 30-minute call

Or email harsh.jindal@valcoreanalytics.com