Eight agents, each with one job and one output.

Pitch

Stage

Pitch

Produces

Pre-call deck

Researches the company and sector and builds a customized pre-call deck on the firm’s own template.

• Reads what you know about the company plus public sector material
• Drafts positioning, comparable transactions and a process outline
• Renders the deck on your template and letterhead

Preliminary Market View

Stage

Preliminary view

Produces

Normalized P&L, valuation range memo

Normalizes the income statement with add-backs, produces LTM figures and a valuation range memo.

• Ingests the trial balance or management accounts you upload
• Proposes add-backs with a source line for each, which you accept or reject
• Builds LTM and a valuation range with the basis stated

Buyer Intelligence

Stage

Teaser + buyer list

Produces

Ranked buyer list

5,600+ registered PE sponsors with extracted mandates and 10,000+ dated transactions. Ranks and builds the buyer list; the advisor approves or excludes.

• Mandates extracted per sponsor: sector, EBITDA and revenue range, geography, deal type, portfolio
• 10,000+ dated transactions for precedent and add-on logic
• Ranks fit and explains each rank in one line; you approve or exclude

Teaser

Stage

Teaser + buyer list

Produces

Blind teaser

One-page blind teaser with enforced redaction rules.

• Drafts from the preliminary view and your notes
• Redaction rules are enforced before you see the draft, not after
• Renders on your template

CIM

Stage

CIM

Produces

CIM, approved page by page

Outline, open-items request list, management Q&A intake, then page-by-page prose with per-page approval. Quotes come only from Q&A answers.

• Outline first, then an open-items list for management
• Q&A intake captures answers with attribution
• Writes one page at a time; each page waits for your approval

Process Manager

Stage

All stages

Produces

Weekly status report deck

Stage tracking, CA and NDA send steps, and the weekly process status report as a finished deck.

• Tracks every stage and every buyer
• Sends CA and NDA steps from your email domain
• Produces the weekly status report on your template, ready to send

Bid Analysis

Stage

IOI, LOI

Produces

Client memo, comparison workbook

Ranks IOIs and LOIs on certain value, cash at close less escrow, not headline. Flags structure issues in plain language. Client memo plus comparison workbook.

• Reads each bid and extracts price, structure, conditions and timing
• Ranks on certain value and shows the bridge from headline
• Flags escrow, earn-out, rollover and financing terms in plain language