Tech infrastructure for boutique advisory firms
We become your tech team — deploy the workflow, integrate the tools, stay on retainer.
The problem
Your deals deserve better infrastructure.
Every firm we've worked with started here.
- 01
Your pipeline is a spreadsheet that one person maintains.
- 02
Your CIM tracker lives in someone's inbox.
- 03
Follow-ups get missed because handoffs happen over email.
- 04
There's no shared view of where any deal stands.
For boutique advisory firms
You run the deals.We handle the infrastructure.
We build and run the systems underneath your deals—deploy, integrate, stay on retainer.
Our DNA
What we do
Two sides of the same retainer.
Managed Services
Automation, integrations, and support on retainer.
- Workflow-shaped automation
- Email, files, CRM, and 365 wired in
- Handoffs and reporting automated
- Same team supporting what we built
Deal Platform
Pipeline, tasks, documents, KPIs—one place.
- Mandates and stages in a shared pipeline
- Handoffs with context, not email
- Deal-scoped document storage
- Pipeline and workload dashboards
What we deploy
Infrastructure we deploy for your firm.
Stages, owners, and handoffs—origination to close.
Pipeline & ownership
Deal workflow platform
Stages, owners, and handoffs—origination to close.
What we map
Your stages, owners, and where files attach at each gate—matched to how the firm actually runs.
What changes
One place to see every deal and who owns the next move.
Your first 30 days
First call to live stack.
About a month. Deals keep moving the whole time.
Live layer
Deal workflow
Active
14
By stage
Handoffs
9
Context
Reporting
Auto
Daily
Pipeline
Today
- Due diligence
Project Atlas
N. Ahmed
- Drafting CIM
Northbridge Sale
A. Lewis
- LOI signed
Riverside Mandate
J. Martin
SLA
98%
Workflow health
+18%Week 0
The conversation
Tools, bottlenecks, priorities—no formal brief needed.
Week 1
Scope and plan
Workflow mapped, build order set. Day-to-day unchanged.
Week 2
Build and integrate
Platform live, 365 connected, automation in place.
Week 3
Go live
Pipeline, files, and tasks in one layer. We adjust.
Week 4+
We stay
Retainer: fixes, improvements, new work. No lock-in.
Before
- Pipeline in a spreadsheet
- Documents in shared folders
- Handoffs over email
- No shared visibility
- Reporting done manually
After 30 days
- Pipeline by stage and owner
- Documents in a structured data room
- Automated handoffs with context
- Live view of every deal
- Auto-generated dashboards
Who it's for
Infrastructure without a big IT project.
No in-house tech team needed.
Usually a fit when you are
- Boutique investment banks
- M&A advisory firms
- Independent dealmakers
- Teams of 2–30
- Firms that move fast, skip procurement
Common questions
FAQ
Start with a conversation
Book a short call. We'll tell you if we can help.
No lock-in. Straight answer.