Services

Verdalyze is a consultancy, not a software product. We work as your firm's engineering team: we design, build and run the systems your deals move through, inside your own environment.

Our services

Everything we do, in detail.

Eight areas of work, and what each one covers in practice. Everything we build and run stays inside your own environment.

01

Custom software and internal tools

This is the centre of what we do. We design and build the systems your deals actually move through, shaped around how your firm already works rather than how a vendor thinks it should. Every firm's bottleneck is different: for one it is buyer outreach, for another it is document production. We find yours and build for it.

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02

Systems integration

Most small firms already run on Outlook, Excel, OneDrive and perhaps a CRM. The problem is rarely the tools themselves; it is that nothing talks to anything, so the same information gets retyped four times. We connect what you already use, so information is entered once and appears everywhere it is needed.

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03

Workflow automation

Every mandate carries the same repetitive admin: chasing status, moving files, updating trackers, sending the same emails at the same stages. We map how work actually flows through the firm and remove the steps a machine should be doing, so the team's hours go into judgement rather than admin.

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04

AI agents and automation

We put AI to work inside real workflows rather than in a chat window on the side: drafting, summarising, extracting and sorting where it genuinely saves hours. Everything ships with guardrails, and anything that leaves the firm passes through human review first.

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05

Data, reporting and dashboards

Firms already hold the answers to their own questions: which mandates are moving, which buyers respond, where the time goes. We organise that information properly and surface it, so the answer takes one glance instead of an afternoon of assembling spreadsheets.

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06

Data security

Deal work is confidential by definition, so security is a design constraint, not a feature. Everything we build runs inside the firm's own environment, typically its Microsoft tenant. Client information never sits on our servers and never trains anyone else's models.

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07

Tech strategy and advisory

Not every problem needs software built, and the honest answer is sometimes to buy or to leave things alone. We help the firm decide what to build, what to buy and in what order, with a roadmap that matches how it plans to grow. The people advising you are the same engineers who would build it.

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08

Ongoing support and maintenance

Systems only stay useful if they keep pace with the firm. The retainer keeps everything we have built running and moving: fixes, refinements and new capability on a steady 28-day cycle, with a direct line to the engineers rather than a ticket queue.

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Engagement model

One build, then a 28-day retainer.

Every engagement starts with a build that gets the firm onto solid infrastructure. The retainer then keeps it developing as the firm changes. Three levels, depending on the pace of development you want.

Core

For firms that want solid foundations. We keep the system healthy: hosting oversight, fixes, small improvements and a predictable cadence of updates.

Partner

For firms that want the system to keep moving. Everything in Core, plus a steady stream of new capability, integrations and workflow changes each cycle.

Embedded

For firms that want an engineering arm. We operate as part of the team, with dedicated capacity, faster turnaround and closer involvement in how the firm designs and runs its processes.

Pricing depends on the firm and what it needs. The retainer is billed every 28 days, and we go through specifics on a call.

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.

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.