Assembles a buyer-ready CIM from existing deal materials, filling gaps from firm records, the web, and outside data providers, then cross-checks every figure across sources.

• Deal & investment management

Reads any deal document, whether a teaser, term sheet, or NDA, and maps the contents to your firm’s live CRM schema. You review a full summary before anything is created or changed.

• Document intelligence & content management

Sources the right contacts at every buyer on a sell-side engagement, calibrating depth by buyer type and pulling only confirmed contact details. Every contact runs through deduplication and waits for your approval.

• Deal & investment management

Assembles a client-ready proposal for any opportunity, shortlisting the right experience, team, and client stories automatically. Delivered in your format of choice, ready to send.

• Business development & marketing

Builds a prioritized, pre-screened buyer list for any sell-side mandate, combining internal relationships with external market data. Ready for banker review, not a long list.

• Deal & investment management

Surfaces the most comparable M&A transactions from your own deal history and the broader market, scoring each on fit. Writes the comps you choose straight into your deal record.

• Deal & investment management

Turns any source file, from a conference attendee list to a spreadsheet, into a matched origination list. No manual re-typing, no re-keying names.

• Deal & investment management

Reviews every company record against your firm’s categorization schema and suggests corrected values. Nothing updates until you approve it.

• Data enrichment

Builds a sector knowledge brief by researching market trends, key players, and deal activity, then structuring it around your firm’s specific practice areas. Delivered as a formatted PDF ready to share.

• Experience & knowledge management

Full context on who you’re meeting: the organization, your firm’s relationship with them, open engagements, and any recent signals. Ready before you walk in the room.

• Relationship & network intelligence

Researches every board member at a target company, mapping your firm’s relationships and surfacing cross-board connections. Screens for conflicts across active deals and adds governance and opportunity analysis on request for a full pitch brief.

• Relationship & network intelligence

An executive-ready briefing on any competitor firm, covering practice strengths, recent mandates, and where you overlap. Ends with a clear outreach recommendation, not just a profile.

• Relationship & network intelligence