Products / Sell-side engine
Buyer list & Outreach
Build the buyer list and track every approach and NDA in one view.
Buyer list & Outreach updated
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A reason beside each name
01Build the buyer universe with the rationale attached to every target.
Rationale per target
Why this buyer, recorded once
Tiered and ranked
Strategic and financial buyers separated
Shared with the client
Approve the list on one view
Approaches tracked
02See outreach and NDA status per buyer in a single view.
Outreach logged
Every contact and reply in one place
NDA status attached
See who has signed at a glance
Follow-ups held
Nothing slips between team members
Advising your first sell-side mandate? Put the whole deal on one record.
Get startedOne platform, the whole deal
Every stage of the mandate runs on the same record — no exports, no version chasing, no retyping.
Permissioned data room
Admit each party only to the files you name, with every view watermarked and written to the trail.
Learn moreOne stage in, one stage out
Part of the Sell-side engine
Sign the mandate. Run the room. Close the deal.. Jump to any other module on the same record.
Buyer list & Outreach
The same deal, weeks sooner
Half the calendar, same result
Because every stage reads and writes the same record, the work no longer waits in a queue. A typical sell-side mandate closes in about eight weeks instead of fourteen.
Everything reads the same figures
Valuation, the CIM and Q&A draw on one set of statements, so a stage can start before the last one is filed.
Nothing is exported or retyped
Work moves between stages on the record itself, so the days lost to reconciling versions simply disappear.
One correction, everywhere
Change a number a single time and it flows to every stage downstream in the same moment.
FAQs
You have questions, we have answers.
No. Buyer list & Outreach runs on the same record as every other module, so nothing is exported, emailed or retyped as the deal moves between stages.
Access is set per document and per party by the platform layer. You admit only who you choose, and can withdraw a permission at any time, including from a link already sent.
It stays on the record. You can reopen the mandate or export a clean, audit-ready trail long after the deal has closed.
Run Buyer list & Outreach on one shared record.
Bring the whole mandate onto one record — no exports, no version chasing, no retyping between stages.