Solutions / sell-side advisers
For the desk that runs the whole process
Boutique firms have no separate diligence, origination or documents team. The same two or three people carry a mandate from first approach to signature page — which is exactly why every handover between tools costs them the most.
Today
- 01The buyer list lives in a spreadsheet, the outreach in an inbox, and neither knows the NDA came back.
- 02The CIM is a document; when the figures move, someone remembers to move them twice.
- 03Diligence questions arrive by email and are answered from memory, then checked against the file.
- 04What a partner knows about a process is not written anywhere a colleague can read.
On the Engine
- 01Buyers, approaches and NDA status are one list, and the gate releases the document itself.
- 02The CIM is drafted from the record, so the corrected figure is the figure it shows.
- 03Questions are answered against the data room, cited, and reviewed before they leave.
- 04The mandate is the handover. A colleague picking it up reads the same object.
What changes
“The process stops living in the partner’s head and starts living in the record.”
That matters most on the mandate that goes quiet for three weeks, then needs answering in a day.
A week on the desk
Where the hours go back
Pipeline, not a status call
See every live mandate with its current stage and blocked gate in one view, instead of assembling it by asking around.
Diligence answered once
Answer a buyer's question from the data room with the clause attached, then have the adviser who owns the mandate approve it.
Offers on like terms
Compare structures side by side in the same shape, so the client conversation is about the terms, not the arithmetic.
Also suits
Corporate development
Run buy-side mandates on the same record, with the thesis and screening kept beside the approach.
Also suits
Multi-office practices
Share a cross-team pipeline where a mandate in one office is readable to a partner in another, subject to the walls.
Also suits
Counsel on the deal
Invite counsel against specific documents rather than handing them a login to everything.