What we build
Custom software, connected tools and AI built around your deal work. We start with the bottleneck that costs your team the most time.
Explore servicesTechnology consultancy for M&A and corporate finance firms
Custom software, connected systems and AI built around your deal work. Our engineers in London and Montreal automate repetitive tasks and connect the tools your firm already uses.
Built around your deal tools
+100 more
Built around the right models
Who we are
An engineering team in London and Montreal. Work directly with the people who build and maintain your systems, in English and French.
Meet the firmOur services
What we do for your firm.
Tools built around your deal work. Connected systems, less manual work and a direct relationship with the engineers who build and maintain them.
Custom software and internal tools
Deal pipelines, buyer tracking, document production and internal portals built around your firm's workflow. The first build targets the bottleneck that costs your team the most time.
Custom software and internal tools
Deal pipelines, buyer tracking, document production and internal portals built around your firm's workflow. The first build targets the bottleneck that costs your team the most time.
Explore custom softwareSystems integration
Connect Outlook, Microsoft 365, your CRM and deal systems so contacts, files and updates reach the right place without retyping or manual filing.
Explore integrationsWorkflow automation
Automate repeatable steps such as filing, follow-ups, tracker updates and recurring reports. Clear rules handle the routine work, with people in control of decisions and approvals.
Explore workflow automationAI agents and assistants
Source-linked drafts, summaries and document extraction built into your workflows. AI prepares the first pass; your team checks it before anything leaves the firm.
Explore ai agentsData, reporting and dashboards
Organise pipeline and deal data into partner dashboards, outreach analytics and reports for internal reviews, all drawing from the same underlying information.
Explore data & reportingTech strategy and advisory
Decide what to build, buy or keep, with a practical technology roadmap based on your workflows, existing tools and plans for growth.
Explore tech strategyYour working stack
Better connected.
Still familiar.
Your models, deal documents and relationships already live somewhere. We build around the tools your team uses, so work moves between them with less copying and chasing.
Examples for corporate finance and M&A teams. Each connection is scoped around your access, licences and available APIs.
Models & materials
Deal work & relationships
Files & reporting
Your team, in the loop
Email, chat and calls, connected to the deal.
Confidential work.
Handled with care.
Private by design
Confidential documents and working data are handled securely and privately.
Agreed access
Permissions and data handling are agreed before we build.
Hosting that fits
Your own environment where appropriate. Deployment chosen around your firm.
How we work
One first build.
A system that keeps moving.
Talk through your tools, bottlenecks and priorities with the engineers. Together, we agree the first useful system to build.
Find the right first buildWe design around your workflow and connect your existing tools. Your team uses a working first version and helps shape the refinements.
Explore what we buildThe same engineers maintain and improve your systems on a rolling 4-week retainer, with priorities agreed around your team's needs.
Explore the retainer packsWhy Verdalyze
Your engineering team.
Your existing tools.
LondonMontreal
Large banks have internal technology divisions. Smaller firms often bridge the gaps between spreadsheets, inboxes and deal systems themselves.
Verdalyze brings that engineering capacity to your firm. Direct access to the people building your systems, working around your tools and developing them through a rolling 4-week retainer.
Blog
Notes on the systems deal firms run on.
9 October 2026 · 5 min read
An M&A brief is only useful if you can check its sources
A polished AI summary can hide a wrong period, an outdated model or an unresolved question. How to design a deal brief around evidence, document versions and a review your team can actually finish.
9 October 2026 · 5 min read
Connecting Outlook to your deal CRM without creating another inbox
Deal updates arrive in email, but the pipeline lives somewhere else. A practical way to capture activity, match it to the right mandate and give uncertain changes a human checkpoint.
3 September 2026 · 8 min read
AI agents or workflow automation: what a deal firm actually needs
The two get sold under one label, but they are different tools with different failure modes. Where deterministic automation quietly beats a language model, where a model earns its place, and how to tell which one a workflow is asking for.
3 September 2026 · 8 min read
How a ten-person deal firm should start with AI
Not with a tool, a pilot programme or a policy document. A practical sequence for a small M&A or corporate finance firm: find the hours, pick one workflow, ground the system in your own documents, and judge it on time returned.
2 September 2026 · 8 min read
What AI consulting actually involves for a financial firm
AI consulting is mostly sold as demos and delivered as chat windows. For a financial firm the useful version looks different: specific workflows, grounded in the firm's own documents, running under the firm's own controls. What an engagement should involve, and what to be sceptical of.
2 September 2026 · 8 min read
How to choose an AI consultancy for a financial services firm
The market is full of AI consultancies, and a financial firm cannot evaluate them on demos, because every demo works. Six questions that separate firms able to engineer AI into confidential financial work from firms selling the same slides to everyone.
Common questions
The questions firms usually ask.
How is the work priced?
It depends on the firm and what it needs. There is a one-off build to get your systems live, then a retainer billed every 4 weeks that covers support and continued development. We go through specifics on a call, and what we agree is what you pay: no per-seat surcharges, no surprise add-ons.
How is our data handled?
We handle client data securely and privately, with access limited to what the engagement requires. Hosting and processing arrangements are agreed with each firm; deployment within your own environment is available where appropriate. We agree access, retention and handover arrangements as part of the engagement.
How long until we see a first version?
Most firms have a working first version within a few weeks of the first call. We build in stages, so you see and use real software early rather than waiting for a long project to land all at once. Your team keeps working as normal while we wire things up.
Do we have to change how the team works?
No. We design around your existing workflow rather than forcing you onto a template. If your firm tracks deals a particular way, keeps a specific folder structure or has an email triage habit that works, we build from that. The point is to remove friction, not add a learning curve.
What happens if we stop the retainer?
Your data and your systems are yours. If you end the engagement we hand everything over in standard formats, document what we built and delete anything we hold within 90 days. There are no lock-in contracts or exit penalties; the retainer runs on rolling 4-week terms.
What size of firm is this for?
M&A and corporate finance firms of roughly 2 to 20 people: sell-side advisers, corporate finance teams, brokers and independent dealmakers. At that size, firms can make decisions quickly, and partner time spent on manual administration carries a real cost.
Who is behind Verdalyze?
Ilyas Berel and Shihab Berel, an engineering team working from London and Montreal. Before Verdalyze, we ran a software and web development agency that delivered more than eighteen client projects, and built and shipped software at a CAC 40 company and a Y Combinator-backed startup, with applied AI experience across industry. You deal directly with the engineers doing the work; there is no sales layer between you and the people writing the code. Our background and working principles are set out on the About page.
What is slowing your team down?
Tell us how your firm runs deals. We will help you identify the first useful system to build.
Contact us