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

Every service has a published starting price. After a short call, you get a fixed quote and timeline, usually within 24 hours.

At a glance

Starting prices

ServiceStarting priceTurnaround
Deal Platform Free 14-day trial; from $12,000 one-time build, in instalments; data migration included4–6 weeks to go live
M&A Deal Support $500 per buyer list5 business days for a buyer list
Market Intelligence $6003–7 days
Valuation Advisory $3502–6 days
Survey Analytics $3001–2 days
Desk Research $30–40 per hourHours to days
Pre-Deal Commercial DD $7503–5 days
Deal Platform

Your own platform. No per-seat fees.

Free trial$014 days on one of your deals, in a private workspace
Platform buildFrom $12,000 one-time for all ten modulesThree $4,000 instalments; data migration included for up to two tools
Support and updates$2,000 per year, flatAll-inclusive; starts after go-live

Instalments: $4,000 at kickoff · $4,000 when the first modules are live · $4,000 at go-live

The build includes

  • Process mapping session with your team
  • All ten modules, set up around your stages, checklists and folders
  • Connections to your email, drives, Teams or Slack, call transcripts and e-signature
  • Your firm’s name and logo on the client portal
  • Training for your team
  • Data migration from up to two of your current tools
  • Full code handover and documentation

Need fewer or more modules? We customise the build to your requirements, and the price is set to match after process mapping.

Support: $2,000 a year, all-inclusive. Whenever you need us, come to us: updates and patches installed, bug fixes and security updates, users added or removed, backup help, integration fixes, small changes such as new checklist items or stages, cost advice, and help with anything you’re stuck on. We respond within 2 business days. Fair use applies, and larger features are quoted first. Your team keeps the platform running day to day.

Running costs: all third-party running costs, including cloud hosting, AI usage, storage and any connected tool subscriptions, are paid by you directly to those providers, with no mark-up from us. We estimate your monthly cost during process mapping, before you commit.

Moving from your current tools

Data migration from up to two tools
Included
Each additional tool
$1,500
Closed-deal archive
From $2,000
Data clean-up
$45/hour
Tools without an export
Quoted upfront

Know a firm we could help? Refer them and earn 10% of their first billing, up to $1,000. Refer a client

Cost comparison

What per-seat software really costs

Per-seat softwareYour own platform
Year 1, cumulative
$18,000$12,000
Year 2, cumulative
$36,000$14,000
Year 3, cumulative
$54,000$16,000

Over 3 years you save $38,000, and the build pays for itself in 8 months.

How it compares: a 10-person team paying $150 per user per month spends $18,000 a year, every year. With your own platform you pay $12,000 once, then $2,000 a year, flat, however many bankers you add.

Want a copy? We’ll email you this estimate with the figures for your team size.

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M&A Deal Support

Inside your live mandates

Buyer list research

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

$500 per list5 business days

Target list research

200–300 acquisition targets for buy-side mandates, screened against your criteria

$500 per list5 business days

CIM and teaser preparation

Full CIM draft and one-page teaser from client files

From $1,0007–10 business days

QoE databook

Monthly P&L, balance sheet, adjustments and KPI tabs, tied out, with DDQ responses included

From $2,000; $2,500 with CIM preparation5–10 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

From $1,500 per monthOngoing
Research & Valuation

Behind every mandate

ServicePriceTurnaround
Market Intelligence From $6003–7 days; 48-hour express for a 50% surcharge
Valuation Advisory From $350; full valuation with DCF, comps and precedents from $9002–4 days standard; 4–6 days with deeper comps
Survey Analytics $300 for 15 filters and up to 50 cuts; $5 per extra cut1–2 days
Desk Research $30–40 per hour; minimum order $150Hours to days, depending on list size
Pre-Deal Commercial Due Diligence Red-flag scan $750 · full pre-deal review $2,000Red-flag scan in 3–5 days · full pre-deal review in 7–10 days
FAQ

Pricing questions, answered

Are there per-user fees?

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

Do we own the platform?

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

What if we stop paying for support?

Your platform keeps running. It’s yours.

Can we try it first?

Yes, free for 14 days on one of your own deals.

How do we pay?

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

Are revisions included?

Yes, one round of revisions within the original scope.

Can you deliver faster?

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

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