Products / Sell-side engine
Mandate & Engagement
Sign the mandate and hold every term on one shared record.
Mandate & Engagement updated
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Signed terms, held once
01The engagement letter and fee basis live on the record, not in an inbox.
Engagement letter on file
Signed mandate and scope in one place
Fee basis agreed
Retainer, success fee and terms recorded
Everyone to the same brief
No conflicting versions in email
One client picture
02Client, business and the shape of the sale, captured before stage two opens.
Client and counterparties
One shared profile for the deal
Business shape captured
Sector, size and structure noted early
Ready for diligence
Nothing re-collected at the next stage
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.
Mandate & Engagement
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. Mandate & Engagement 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 Mandate & Engagement on one shared record.
Bring the whole mandate onto one record — no exports, no version chasing, no retyping between stages.
