Deal work done
Send us the work and it comes back finished, built on your own mandates and templates, with every figure tied to where it came from. Straightforward jobs within 12 hours, most within 48.
Works across
Outlook
Excel
Word
PowerPoint
SharePoint
Datasite
DealCloud
PitchBook
S&P Capital IQ
The problem
A teaser, a CIM, a comps page and a buyer list all have to be produced, and then every number in them has to be read against the model before anyone sends them out. The producing takes an afternoon. The reading takes a partner.
What we do
Brief us the way you would brief a colleague, by email, in a line or two. Origination work, valuation work, marketing materials, round one and round two, and the weekly running of a live process.
01
Origination work
Target lists, buyer universes and founder call briefs. The origination engine is this work run every week rather than job by job.
02
Valuation work
Trading comps, precedents and a football field in your format, each multiple tied to its source.
03
Marketing materials
A no-name teaser and a CIM in your template, with every figure read against the model.
04
A live process, run weekly
IOI comparisons, the data room Q&A log and a buyer status tracker, updated on the day you need them.
Where origination sits
Deal work done covers origination work as it comes up. The origination engine is the same work run as a standing weekly service, sold on its own, and it is where most firms start with us. Take either one. Firms that take both pay for deal work done, which carries the origination engine inside it.
Deal check
Deal check reads every number in a teaser, CIM or model against its source and names the cell it came from. Anything that does not tie is held and flagged, so a partner reads the exceptions rather than the document.
42 checked · 39 tie · 3 flaggedStrictly confidential
Project Oak
Teaser, page 1
The company reported revenue of £18.4m in FY25 at a gross margin of 34%, with adjusted EBITDA of £3.1m. It serves around 120 customers across the region.
The teaser and the model disagree. For a person to resolve before it goes out.
Firm memory
Firm memory organises your past mandates, buyer responses, fees and relationships in your own tenant, so the work we do for you starts from what your firm already knows. It belongs to this service and comes to clients already on it. We will say on a call what it will and will not cover.
Firm memory · your tenantWho passed on Project Elm, and why?
Three trade buyers passed. Buyer C walked over customer concentration. Buyer D had just closed another deal. Buyer E asked to see the next one in the sector.
Sources
- Project Elm buyer trackerExcel, row 14
- Email from Buyer DOutlook, 12 March
Partner call noteCRM, 3 April
01
Past deals
Mandates, teasers, CIMs, models and how each one ended.
02
Buyer responses
Who engaged, who passed and the reason given.
03
Fees
What your firm has quoted and what it has agreed.
04
Relationships
Who knows whom, held as a firm asset rather than in one inbox.
Mandate thread
Mandate thread carries a mandate across Outlook, your CRM, your data room and Excel. Anyone on the deal can see what was said, what changed and what is next.
Live across 4 toolsOutlookExcelData roomCRM3 March
NDA returned, signed by Buyer A.
24 March
Buyer tracker updated with indicative offer.
2 April
Buyer A opened the financials folder.
9 April
Stage moved to management meeting.
Suggested next step
Partner to confirm meeting date.
Draft ready
Outlook3 March
NDA returned, signed by Buyer A.
Excel24 March
Buyer tracker updated with indicative offer.
Data room2 April
Buyer A opened the financials folder.
CRM9 April
Stage moved to management meeting.
NextOpen
Partner to confirm meeting date.
Each firm's own
Each firm's data is its own, so nothing learned on your deals reaches another client, and none of it trains an AI model. Your work and your outputs are yours to take with you.
Further reading
Notes from our insights on sources, human review and keeping a mandate in one place.
What we have built
Each project page gives what was asked, what was delivered, how each figure was checked and how long it took.
Common questions
What is deal work done?
You send the deal work by email and it comes back finished and checked, built on your own mandates and templates.
What deal work can we send you?
Origination work, valuation work, marketing materials, round one and round two, and the weekly running of a live process. That covers target lists, founder call briefs, comps and precedents, buyer universes, teasers, CIMs, IOI comparisons, a data room Q&A log and a buyer status tracker.
How fast does work come back?
Straightforward jobs come back within 12 hours, most work within 48 hours, and a long piece such as a 120-page CIM in about five working days. The brief says when you will have it before we start.
How is this different from the origination engine?
The origination engine is origination run as a standing weekly service and sold on its own. Deal work done covers the whole range of deal work, origination included, job by job. Most firms start with the engine and add the rest later.
Which service is firm memory part of?
Deal work done, and nothing else. It comes with the service rather than as a thing to buy on its own, and we do not give a date for it.
Does our data leave our tenant?
For larger firms, the work can run inside the firm's own environment. Otherwise, the text a task needs is sent only to AI providers that do not train on customer data under their commercial terms, and the result comes back. Before anything reaches a model, a redaction and pseudonymisation step can mask names, figures and other identifying details, then restore them in the finished work. Your firm decides what goes where, and the choice is written into your data agreement. Our Security page sets this out.
Does Deal check remove the need for review?
No. A person at your firm still signs off. Deal check shows where each figure came from and holds what does not tie, so that review is faster and better aimed.
What happens to it if we stop working with you?
Your data and your outputs are yours. We hand over what we hold in standard formats and delete it within 90 days. Our own software stays with us.