Services

Custom systems for M&A and corporate finance firms, built around your existing tools. Start with the workflow that costs your team the most time. Hosting, access and private data handling are agreed with your firm.

Our services

What could we build for your firm?

Explore the service, then browse examples of projects we can scope around your tools, data and deal work.

01 / Services

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.

What we scope
Your process, templates and the spreadsheets the team relies on. We scope one useful workspace around the bottleneck.
What you receive
A tailored tool with agreed roles, clear ownership and exports, introduced alongside your existing systems.
Explore custom software

Project examples

01 / 04

A mandate workspace

Track live deals, ownership and next actions in a system shaped around your process.

Buyer coverage and outreach

Keep shortlists, approaches and replies together, so the team can see who has been contacted.

Document production

Prepare teasers and information memoranda from your templates and approved deal data.

An internal deal portal

Give the team one place to find current materials, decisions and responsibilities.

02 / Services

Systems integration

Connect Outlook, Microsoft 365, your CRM and deal systems so contacts, files and updates reach the right place without retyping or manual filing.

What we scope
The records that need to move between Outlook, Microsoft 365, your CRM and deal tools. Connections depend on available APIs and licences.
What you receive
Agreed field mappings, synchronised records and a review path for uncertain matches, with failures visible to the team.
Explore integrations

Project examples

01 / 04

Outlook to your deal CRM

Capture correspondence against the right mandate, with uncertain matches sent for review.

Files connected to the mandate

Link SharePoint or OneDrive materials to the deal record without duplicating every file.

CRM cleanup and synchronisation

Reconcile contacts and companies, then keep the agreed records in sync.

Tasks and calendars in step

Connect deal stages to the team's existing task and calendar tools.

03 / Services

Workflow 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.

What we scope
A repeatable process with clear triggers, rules and approvals. We separate routine steps from decisions that belong with a person.
What you receive
A working automation with an activity log, exception handling and a manual fallback, tested before the old step is retired.
Explore workflow automation

Project examples

01 / 03

NDA intake and filing

Check the reference, store the signed version and update the tracker using agreed rules.

Follow-ups that stay on track

Prepare reminders around agreed deadlines while keeping external communications under your team's control.

A recurring partner update

Assemble the same weekly report from live records instead of rebuilding it by hand.

04 / Services

AI 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.

What we scope
A specific task, approved source material and the decisions your team must review. We agree what the agent can read and do.
What you receive
An assistant inside your workflow, with source references, review checkpoints and checks against representative tasks.
Explore ai agents

Project examples

01 / 04

A source-linked deal brief

Prepare a first draft from approved material, with references and open questions for the reviewer.

Document review and extraction

Pull key terms and figures into a structured view that a person can check against the originals.

Meeting notes to deal actions

Turn an approved transcript into a draft note and proposed actions for your team to confirm.

Inbox triage

Suggest the mandate and priority for incoming messages, with clear review rules for uncertain cases.

05 / Services

Data, 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.

What we scope
The questions your partners need answered and the source records behind them. We agree definitions before building the view.
What you receive
A consistent report or dashboard with traceable figures, a repeatable update process and clean exports.
Explore data & reporting

Project examples

01 / 03

A partner pipeline view

Bring mandate stages, ownership and next steps into a consistent view for the pipeline meeting.

Buyer outreach analytics

See which approaches lead to replies, using agreed definitions and traceable source activity.

A repeatable internal report

Reconcile source data once, then prepare consistent reports and clean exports for each review.

06 / Services

Tech 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.

What we scope
Your workflows, existing subscriptions and priorities for growth. We assess where building, buying or keeping a tool makes sense.
What you receive
A prioritised roadmap, practical build-or-buy decisions and a scoped first project your team can act on.
Explore tech strategy

Project examples

01 / 03

A practical technology roadmap

Prioritise the firm's bottlenecks and sequence the first useful projects.

A build, buy or keep decision

Compare fit, security and cost, including the option of keeping what already works.

An AI adoption plan

Choose suitable workflows, define review rules and give the team a clear usage policy.

Ongoing support is included in the 4-week retainers.

Engagement model

One build, then a 4-week retainer.

Support and maintenance are included. Choose how much ongoing development your firm needs, with the same engineers staying on your systems.

Core

Keep it running.

A reliable foundation for the systems your team uses every day.

  • Hosting oversight and fixes
  • Small improvements
  • A predictable cadence of updates
Partner

Keep developing.

Everything in Core, with new capability in each development cycle.

  • New features and capabilities
  • Further tool integrations
  • Changes to your workflows
Embedded

Work as one team.

Everything in Partner, with an engineering team closer to your firm.

  • Dedicated engineering capacity
  • Faster turnaround
  • Closer involvement in process design
Rolling 4-week termsUpdates each cycle. Stop at the end of any cycle.
Your system, your choiceNo per-seat surcharges. No lock-in.

On exit: handover in standard formats and deletion within 90 days.

Pricing depends on the firm and what it needs. The retainer is billed every 4 weeks, and we go through specifics on a call.

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.

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