Solutions
The AI-native deal team behind your deal team. We do the deal work and help your firm run on AI.
Works across
Outlook
Excel
Word
SharePoint
HubSpot
Salesforce
DealCloud
Datasite
PitchBook
Claude
ChatGPT
Copilot
The whole range
This page is the one place that lays all three out. Almost every firm starts with the origination engine, because a firm short of mandates has one problem. Take one service or combine them.
Win more mandates
Origination engine
We find the owners, sellers and buyers worth approaching, each with the reason it fits and the source behind it, and run the approach inside your CRM with a partner approving what goes out. Most firms start here.
Food distribution_Target screen_v3.xlsxM9fx=XLOOKUP(B9,CRM!A:A,CRM!D:D,"None")
| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Target screen: Ontario food distribution, 38 fit, 6 shortlisted | ||||||||||||||
| 2 | (C$ in millions; database estimates, latest year available; as at 30-Oct-26) | ||||||||||||||
| 3 | |||||||||||||||
| 4 | Rank | Company | Region | Founded | Ownership | Age(1) | Revenue | EBITDA | Margin | 3Y CAGR | Sites | Successor | CRM history | Coverage | Tier |
| 5 | Shortlist (6) | ||||||||||||||
| 6 | 1) | Company A | Central | 1998) | Founder | 67) | 38.2) | 3.4) | 8.9%) | 9.1%) | 2) | None named | None | Partner | A |
| 7 | 2) | Company B | Golden Horseshoe | 2001) | Founder | 64) | 27.6) | 2.9) | 10.5%) | 7.4%) | 1) | None named | None | Partner | A |
| 8 | 3) | Company C | Southwest | 1994) | Family | 69) | 22.1) | 1.9) | 8.6%) | 6.2%) | 1) | Son, part-time | None | Director | A |
| 9 | 4) | Company D | East | 2006) | Founder | 61) | 19.4) | 2.2) | 11.3%) | 11.3%) | 2) | None named | 2023 note | Partner | A |
| 10 | 5) | Company E | East | 1989) | Family | 71) | 16.0) | 1.3) | 8.1%) | 4.8%) | 1) | None named | No reply | Director | A |
| 11 | 6) | Company F | Southwest | 2003) | Founder | 63) | 14.7) | 1.4) | 9.5%) | 8.0%) | 1) | None named | None | Director | A |
| 12 | Shortlist total | 138.0) | 13.1) | 9.5%) | |||||||||||
| 13 | Reserve (8) | ||||||||||||||
| 14 | 7) | Company G | Southwest | 1997) | Family | 58) | 13.9) | 1.2) | 8.6%) | 5.5%) | 1) | COO in post | Met 2024 | Director | B |
| 15 | 8) | Company H | Central | 2008) | Founder | 56) | 12.6) | 1.1) | 8.7%) | 12.6%) | 1) | None named | None | Director | B |
| 16 | 9) | Company I | Golden Horseshoe | 2000) | Family | 60) | 12.1) | 0.9) | 7.4%) | 3.9%) | 1) | Daughter | None | Director | B |
| 17 | 10) | Company J | North | 1992) | Family | 66) | 11.4) | 1.0) | 8.8%) | 4.4%) | 1) | None named | No reply | Director | B |
| 18 | 11) | Company K | Southwest | 2011) | Founder | 52) | 10.8) | 1.0) | 9.3%) | 14.2%) | 1) | None named | None | Director | B |
| 19 | 12) | Company L | Golden Horseshoe | 2004) | Founder | 59) | 9.6) | 0.8) | 8.3%) | 6.7%) | 1) | COO in post | None | Director | B |
| 20 | 13) | Company M | Central | 1999) | Family | 62) | 8.9) | 0.7) | 7.9%) | 5.1%) | 1) | None named | None | Director | B |
| 21 | 14) | Company N | North | 2007) | Founder | 57) | 8.2) | 0.8) | 9.8%) | 7.8%) | 1) | None named | 2022 note | Director | B |
| 22 | Reserve total | 87.5) | 7.5) | 8.6%) | |||||||||||
| 23 | |||||||||||||||
| 24 | How the list was cut: 186 to 74 to 38 to 6. Revenue C$8m to C$40m, owner-led; no live process or adviser; partner review. | ||||||||||||||
| 25 | Source: PitchBook, company websites, firm CRM. Private companies with no public accounts: figures to confirm on first contact. (1) Principal owner. | ||||||||||||||
ShortlistLong listExcludedSources
- Target finding with sources
- Approaches a partner signs off
- Replies and next steps in your CRM
Send us the work
Deal work done
Teasers, CIMs, comps, buyer universes, IOI comparisons and a data room Q&A log, back finished and checked with every figure tied to its source. The origination engine sits inside this service and is still sold on its own.
Project Oak_Teaser_v6.docxProject Oak | Confidential investment summary, October 2026Preliminary draft | Strictly private and confidential
Profitable, founder-owned specialist food distributor
UK; chilled and ambient; own label; two sites; 120 trade customers
The opportunity
The Company supplies chilled and ambient food to independent retailers and caterers across the UK under its own and third-party labels. Revenue has grown every year since FY22A, at a 10.6% CAGR, and a second site opened in FY24A has added capacity for own-label lines. The shareholder is exploring a sale and will support a transition.
Investment highlights
- 22 years of continuous trading; no customer above 12% of revenue
- Top five customers at 41% of revenue, on multi-year terms
- Own label at 18.0% of FY25A revenue, up from 9.0% in FY22A
- Second site gives headroom; management willing to remain
Key metrics
£18.4mFY25A revenue
£3.1mFY25A Adj. EBITDA
34.0%Gross margin
120Trade customers
10.6%Revenue CAGR, 3 years
18.0%Own label, FY25A
£ in millionsRevenueAdj. EBITDA
Financial summary (£ in millions, FYE December)
| FY22A) | FY23A) | FY24A) | FY25A) | LTM Sep-26) | FY26E) | |
|---|---|---|---|---|---|---|
| Revenue | 13.6) | 14.9) | 16.6) | 18.4) | 19.7) | 20.1) |
| growth | NA) | 9.6%) | 11.4%) | 10.8%) | NA) | 9.2%) |
| Gross margin | 32.1%) | 32.8%) | 33.4%) | 34.0%) | NA) | 34.2%) |
| Adj. EBITDA | 2.2) | 2.4) | 2.8) | 3.1) | 3.1) | 3.2) |
| margin | 16.2%) | 16.1%) | 16.9%) | 16.8%) | 15.7%) | 15.9%) |
| Capex | (0.4) | (0.5) | (1.4) | (0.6) | NA) | (0.6) |
A limited number of further parties are being approached. NDA required before the information memorandum is released. Indicative offers by 13-Nov-26. All enquiries through the adviser only; do not contact the Company, its staff, customers or suppliers.
Checked by Verdalyze
Model says £2.9m, cell F31. Fix before this goes out.- Deal check ties every figure to its source
- Mandate thread carries a mandate across your tools
- Firm memory, under this service
- Straightforward jobs back within 12 hours
Run your firm on AI
AI for your team
Your AI set-up built once around your templates and your process, then run and taught with your team every month. Your firm holds its own subscriptions. The AI for M&A course is the way in.
Weekly review_Week 44.pptxWeek 44: 9 pieces of work delivered, 291 of 296 figures tied, 5 flagged for your decision
Preliminary draft, subject to review
Weekly review, w/e 30-Oct-26
Delivered (number)
Figures checked(1)
| Mandate | Read | Tied | Flagged | % tied |
|---|---|---|---|---|
| Project Oak | 142 | 139 | 3 | 97.9% |
| Project Spruce | 96 | 94 | 2 | 97.9% |
| Project Sycamore | 58 | 58 | 0 | 100.0% |
| Total | 296 | 291 | 5 | 98.3% |
Owner replies
- Notes sent
- 24
- Replies
- 7
- Reply rate
- 29.2%
- Calls booked
- 2
For your decision
- Project Oak: Adj. EBITDA in the teaser does not tie to the model, held for your sign-off
- Project Spruce: two customer figures wait on the latest management accounts
- Next week: buyer tracker refresh and the Q&A log for stage 2
Source: Delivery log, firm CRM, Project Oak_Model_v12.xlsx. Reviewed with your team, every Tuesday.
(1) Flagged figures are held for your decision. Project Oak's 142 agrees to the tie-out schedule.
Strictly private and confidential | 3
- Built once, or spread over twelve months
- Run and taught every month
- A written policy your partners sign off
- The AI for M&A course, on your own live mandates
What we do not do
We do not sell access to a model or a first draft, because the AI companies give those away and a first draft on its own is still poor. We do not plan your outreach for you, though we will give you a straight view on it if you ask. And we never compete with our clients, so we will not take a mandate of our own.
What we have built
Each project page gives what was asked, what was delivered, how each figure was checked and how long it took. No client names and no result a client has not confirmed.
Common questions
Which of the three should we start with?
The origination engine, for almost every firm. A firm short of mandates has one problem and that service answers it. Firms with plenty of mandates and no capacity start with deal work done instead. We will give you a straight view on a call.
Do we have to take all three?
No. Each one stands on its own and each has its own price.
If origination sits inside deal work done, why is it sold separately?
Because a firm buys one or the other. The origination engine is origination run as a standing weekly service. Deal work done is the whole range of deal work, origination included, job by job. A firm on deal work done is not billed twice.
Which service is firm memory part of?
Deal work done. It is not part of the origination engine and it is not part of AI for your team, and we do not give a date for it.
Do you build custom CIM drafters or comps tools to sell us?
Not as standalone products. Cheap tools already cover drafts. We make the work reliable for your firm, using your context and our checks, and hand you the finished work.
Can AI write the first draft of a CIM?
It can draft one, though not one to send unchecked. In BankerToolBench (April 2026), bankers rated none of the best model's outputs client-ready, and 78% of 129 bankers surveyed cited too many errors in AI output. So we draft the teaser and CIM in your template, read every figure against the model, and hold what does not tie for a partner.
How is this quoted?
On your firm, not on your outcomes: what we charge follows the number of fee-earning professionals you have and the mandates you have live, so a firm of four never pays what a firm of forty pays. We set it out on a call and write it into your engagement letter. No discount, no percentage of a deal and no free sample work.