Products
Six modules,
eleven stages
Each module maps to a stage of a live sell-side mandate, never to a feature list. Every one hands the next stage a record it can use without retyping a thing.
Read this page as
Start with the lifecycle, the eleven stages every mandate passes through. Then see the six modules that carry them and the platform layer underneath. Buy-side runs on the same record, just a shorter path.
The lifecycle
Eleven stages, one record
A mandate moves forward only when the stage it is leaving is complete. The gate lives in the record, not in someone’s diary.
Onboarding
Client, business and the shape of the sale.
Engagement
Terms of the mandate, signed and held on the record.
Information
The gathering exercise, done once.
Financials
Working statements the later stages reason over.
Valuation
Ranges built on those statements, not a copy of them.
CIM
Assembled from the record rather than retyped.
Buyer list
The universe, with a reason beside each name.
Outreach
Approaches tracked per buyer, NDA status attached.
Data room
Release gated on execution; walls per document.
Offers
Structures compared on like terms.
Completion
Conditions, signature pages and settlement.
Keep the record readable after completion, the file you hand to counsel or reopen two years later.
The modules
What is delivered
Six modules, each mapped to a stage of the mandate rather than a department.
Onboarding & engagement
Handle client intake, the engagement letter and the mandate's terms. This is where the record opens.
Financials & valuation
Hold your working figures once and run valuations against the same statements the CIM is drafted from.
CIM drafting
Assemble the information memorandum from the record, so correcting a figure corrects the document.
Buyer list & outreach
Track approaches per buyer, with NDA status attached to the release of every gated document.
Data room & diligence
Set per-document walls, run a Q&A workflow under adviser review, and send answers that cite the page.
Offers & completion
Compare offers on like terms, then manage the conditions, signature pages and settlement.
Buy-side
The same record, a shorter path
An acquirer’s mandate starts with a thesis, not a seller. Origination, screening and approach sit on the same record, so a target that becomes a live process never changes systems along the way.
Origination
Write down the thesis and map the universe it implies.
Screening
Rank targets against the criteria your committee agreed, and keep the reasoning.
Approach
Keep contact history per target, so the second conversation knows about the first.
The platform layer
Identity, permissions,
and the document store
Both products stand on one layer: who a person is, what they can see and where the file actually lives. It’s the least visible part of the Engine and the part your security review will spend its time on.
See how it’s secured