Technology consultancy for M&A advisory
Verdalyze builds the systems M&A and corporate finance firms run their deals on: custom software, systems integration, automation and AI, delivered without hiring an in-house technology team.
Our services
What we do for your firm.
We work as your firm's engineering team. Everything we build and run stays inside your own environment.
Custom software and internal tools
Bespoke tools built around how the firm runs deals. In practice this covers things like deal pipelines, Information Memorandum and document workflows, buyer tracking and data rooms, whichever costs the most time.
Systems integration
Connecting the tools a firm already uses, such as Outlook, OneDrive and Microsoft 365, so information moves without manual work.
Workflow automation
AI agents and automation
Data, reporting and dashboards
Data security
Tech strategy and advisory
Ongoing support and maintenance
Keeping everything running and adjusting as the firm's needs change.
Confidentiality
Your data stays in your own environment.
Advisory work depends on discretion, and the systems that support it are built to the same standard.
01
Runs in your tenant
Systems are deployed inside your own Microsoft 365 tenant and infrastructure, on access controls your IT has already signed off.
02
Never on our servers
Deal data, documents and pipeline information stay in your environment. We do not host, pool or warehouse client data.
03
Never trains anyone's models
Nothing from your deals is used to train AI models, ours or anyone else's. AI features process your data without it ever being used for training.
How we work
A one-off build, then a retainer that keeps it moving.
From an initial conversation to a system your team runs deals on, in three stages.
01
Assess
A short conversation about how your firm runs deals today: tools, bottlenecks and priorities. No formal brief is needed, and we will tell you clearly if we are not the right fit.
02
Build
We design and build the first version around your workflow, connect it to Microsoft 365 and put working software in front of your team within weeks.
03
Develop
The retainer keeps the same engineers on your systems: fixes, improvements and new capabilities as your firm's needs change, with no ticket queue or re-briefing.
Weeks to first version
A working first version is in front of your team within weeks of the initial conversation.
Microsoft 365 native
Wired into Outlook, Excel and the tools your firm already runs deals on.
Your tenant, your data
Everything runs inside your own environment, under your own access controls.
Rolling 28-day terms
The same engineers stay on your systems, and you can stop at the end of any cycle.
Why Verdalyze
Large banks run on internal technology divisions. Smaller firms compete without one.
The deals a ten-person firm advises on are no simpler than the ones a bulge-bracket bank runs. The difference is what sits underneath them: large banks fund entire divisions to build and maintain the systems their deal teams work in.
A smaller firm cannot justify a permanent engineering team, and off-the-shelf products are not built around how any one firm runs its deals. Verdalyze exists to close that gap: a dedicated engineering team on retainer, building infrastructure that fits your firm exactly, without adding anyone to your payroll.
Common questions
The questions firms usually ask.
Start with a conversation
Tell us how your firm runs deals.
A short call about how your firm works today. We will tell you clearly whether we can help and what we would build first.