Software your deal team will actually use
37 tools across six groups, each with a live demo on this page. Built around your workflow, branded for your firm, and quoted at a fixed price.
Decide which deals deserve a second look
Your team enters the basics from a teaser or a call. The screener scores it against your own criteria and shows where it falls short, so partners spend time on the deals that fit.
From your workflow to a working tool
Fixed price on a written scope. You test a working version early and steer it before we polish.
- 1Discovery
Workflow review
A short call to map how the process runs today and where time is lost.
- 2Scope
Fixed quote in writing
Deliverables, screens, integrations, timeline and price. No open-ended hours.
- 3Build
Working version first
In weeks, not quarters. You test with real data and steer changes.
- 4Ship
Deploy and support
Under your branding, on your infrastructure. Optional monthly hosting.
37 tools, six groups, every one with a demo
Open any demo to see how the tool works. The companies and numbers inside are invented on purpose.
Origination and screening
Finding and qualifying targets before anyone else is talking to them.
Deal screener (AI)
Your mandate criteria applied to a target list. Every name scored and ranked, with the reason attached.
Target brief generator
A branded brief on any company, assembled from filings rather than typed out.
Broker listing monitor
Tells you the day a new listing appears on broker sites, instead of the week after.
Market map
Every operator in a sector, sized and segmented, so gaps and consolidators are visible.
Contact enrichment
Decision-maker names and routes, checked before you send rather than after it bounces.
Deal-trigger monitoring
Owner age, filing changes, director departures and funding events that signal a move.
Trackers and pipeline
Everything between a target list and a live conversation.
Deal pipeline and CRM tracker
Stages, owners and next actions in one place, not one person's workbook.
Broker and intermediary CRM
What each broker has sent you, what you passed on, and why.
Outreach sequences
Multi-step follow-up logic that stops the moment someone replies.
Outreach agent (AI)
Researches each target and writes a message specific to that company, at volume.
Reply classification
Replies sorted into interested, not now and no, with the context attached.
Deal execution
The paperwork and analysis between first reply and signed deal.
Document review agent (AI)
Reads financials, contracts and CIMs. Returns a summary and red flags by severity.
Valuation and multiple calculators
Your methodology and comps, applied the same way on every deal.
SBA and debt structuring calculator
Coverage, DSCR and scenarios against real facility terms.
NDA, LOI and IOI generators
Fill a short form, get a clean draft in your firm's own language.
Due-diligence tracker
Request lists, owners and status, visible to both sides where you want it.
Deal memo generator
Committee-ready memos assembled from what is already in the file.
Data-room organiser
Structure and index sorted before the other side asks twice.
Portfolio and investor reporting
What happens after completion, and what your investors see.
Financial tracker and consolidation
Every portfolio company in one view, against plan, without a monthly rebuild.
Investor one-pager generator
A clean single page per company or deal, from numbers already in the system.
KPI scorecards
The handful of metrics you operate on, tracked the same way everywhere.
Capital partner tracker
Who saw what, who passed and who committed, on which terms.
LP update and pack builder
Quarterly packs assembled from live data instead of rebuilt in slides.
Integration and 100-day tracker
Workstreams and milestones after completion, with slippage flagged early.
AI agents and automation
Where the repetitive work gets handed off.
Research agent (AI)
On-demand deep dives on a target, sector or competitor, structured the same way every time.
Internal knowledge assistant (AI)
Ask questions across your memos, models and past deals, with sources.
Meeting copilot
Live notes and prompts during a call, and a follow-up email drafted before you leave.
Meeting notes to CRM
Call notes parsed and filed against the right record automatically.
Custom agents
Built for one specific workflow in your firm, not a general chatbot.
Workflow automation
The handoffs between tools that currently happen by copy and paste.
Brand, marketing and data
Staying visible between deals, with clean records underneath.
Newsletter builder
Your sector view sent to your list on a schedule, assembled rather than rewritten.
Content calendar
What goes out, where and when, planned far enough ahead that it happens.
Firm website and materials
Your own site, brand and documents. Built once, edited by you afterwards.
Data cleanup and deduplication
Stale contacts, duplicate companies and dead email routes, fixed.
CRM migration
Records moved between systems without losing history or creating duplicates.
Integration with your stack
Built around the tools already in use. No migration, no retraining.
Hosting, maintenance and updates
Optional monthly arrangement. Small changes handled without a new quote.
Keep the deal on track through closing
Once a deal is under exclusivity, the work turns into tracking. We set up the diligence tracker, the open-items list, the data room structure and the closing checklist, and keep them current so your advisors, lender and counsel are all working off the same page.
- Diligence tracker by workstream, with an owner and due date on every item
- Open-items list updated as answers come back
- Data room index, plus a written list of what is still missing
- Closing checklist covering signatures, conditions and deliverables
- A short weekly status note for your partners and investors
Your accountants, lawyers and lender still do their own work. We keep everything around it organised and moving.
Tell us what to build
Pick the tools you need and tell us what is slowing your team down. We send back a written scope and a fixed quote within one working day.
- Fixed price, agreed before any work starts
- Working version first, so you can steer it
- Your branding, and you keep what we build
- Optional monthly hosting and support
Scope a build
Takes about two minutes.