A mandate workspace
Track live deals, ownership and next actions in a system shaped around your process.
Services 01
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.
Why it matters
Off-the-shelf tools force the firm to fit the software. Bespoke systems fit the firm.
Generic deal platforms are built for the average firm, so every real firm ends up bending its process around menus it does not need and fields it never fills in. The workarounds pile up in spreadsheets and inboxes, and the official system quietly stops being the one anyone actually uses.
Bespoke software removes that tension. We start from how your firm already runs a mandate and build the smallest system that carries it properly: nothing generic, no per-seat surcharges and no features you are paying for but not using.
How we approach it
How we deliver this service.
01
Start with the bottleneck
We do not rebuild everything on day one. The first build targets the single workflow that costs the firm the most time, and the system grows outward from there.
02
Built around how you already work
Your folder structures, your templates, your habits. We design around what the team already does well instead of asking anyone to relearn their job.
03
Working software early
We ship in small pieces you can use straight away, then refine them against real deal work in each 4-week cycle rather than disappearing to build in private.
What this covers
What this looks like in practice.
01
Deal pipeline and mandate tracking
Every live mandate, its stage, its next action and its history, in one view the whole firm can trust.
02
Buyer list building and outreach tracking
Longlists, shortlists and every approach recorded, so coverage is visible and nobody is chased twice.
03
Teaser and Information Memorandum production
Document workflows that assemble drafts from your own templates and keep versions under control.
04
Data rooms and document management
Structured, permissioned document handling from first NDA through to completion.
05
Contact and relationship management
The firm's relationships captured as a firm asset rather than scattered across personal inboxes.
06
Internal portals and firm-wide views
One place for the team to see what is live, what is stuck and what needs them today.
Project examples
Projects we can scope around your tools.
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.
Scope
What this covers, where it runs and how it is maintained.
What does custom software cover for a deal firm?
It covers the systems a mandate actually moves through: a deal pipeline showing every live mandate, its stage, its next action and its history; buyer list building with every approach recorded so nobody is chased twice; teaser and Information Memorandum workflows that assemble drafts from the firm's own templates and keep versions under control; permissioned document handling from first NDA to completion; relationship records held as a firm asset rather than in personal inboxes; and internal portals showing what is live and what is stuck. Not every firm needs all of it. The first build targets the single workflow that costs the most time, and the system grows outward from there, shaped around the folder structures, templates and habits the team already has.
Where is your data kept, and who owns the software?
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. The software and your data are yours. Most of what we build works alongside Outlook, Excel, Microsoft 365 or your CRM. We agree handover, access and ongoing hosting requirements from the start.
How is a custom build priced and maintained?
There is a one-off initial build to get the first system live, with scope and price agreed up front on a call, followed by a retainer billed every 4 weeks on rolling terms. The retainer covers hosting oversight, fixes, refinements and continued development, so the system keeps pace as mandates change shape rather than falling out of date after handover. There are no per-seat surcharges and no lock-in: what is agreed is what you pay. If the engagement ends, documentation and everything we hold are handed over in standard formats, and anything Verdalyze holds is deleted within 90 days. Pricing is quoted per firm; the structure is the same for every firm.
Common questions
Questions about this service.
Do we have to replace the tools we already use?
No. Most of what we build sits alongside Outlook, Excel and Microsoft 365 rather than replacing them. Where an existing tool is genuinely costing you time we will say so, but nothing is replaced unnecessarily.
What happens to the system if we part ways?
We plan handover from the start. Your data and software are yours; we hand over documentation and the materials we hold in standard formats. Hosting, access and ongoing running requirements are agreed for the system, on the same rolling 4-week terms as the rest of the retainer.
What if our process changes?
That is what the retainer is for. Deal processes shift as the firm grows and mandates change shape, and the 4-week cycle exists so the system keeps pace rather than falling out of date after handover.
Further reading
Essays on the thinking behind this service.
Related services
Work that usually goes with this.
Working with sensitive information
Built around the way your firm already works.
Your VDR remains the source of truth for shared deal documents. We agree what each system needs to access, where information is processed and how the build fits your firm's existing setup.
Agreed for each engagement.
Your document environment stays yours
We build around the VDR and tools your firm already uses, keeping them as the source of truth for shared deal documents.
Only the context the work needs
Before a build, we agree what information the system uses, who can access it and how it moves between your existing tools.
A deployment agreed together
Hosting and data handling are shaped around the engagement and your firm's requirements, including your own environment where appropriate.
What is slowing your team down?
Tell us how your firm runs deals. We will help you identify the first useful system to build.
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