AI-Powered M&A Advisory

From Deal Thesis
to Deliverable
in Minutes

The AI workbench for M&A advisors. Generate institutional-quality proposals, teasers, CIMs and valuations — with the rigour of a top-tier boutique and the speed of intelligent automation.

Start Generating
Platform Modules

Four Workstreams. One Platform.

Every module is trained on institutional M&A standards and generates documents ready for client presentation.

Origination

Proposal Generator

Generate tailored engagement proposals with scope of work, fee structure, timeline and team composition. Input the target company profile and deal parameters — receive a presentation-ready proposal.

Marketing

Teaser & CIM Builder

Create blind teasers and Confidential Information Memoranda from company data. Structures the investment highlights, business description, financial summary and growth drivers automatically.

Valuation

DCF & Multiples Valuation

Build Discounted Cash Flow models, transaction multiples analysis and comparable company valuations. Input financials and assumptions — receive a complete valuation framework with sensitivity tables.

Intelligence

Market & Buyer Intelligence

Identify potential acquirers, strategic buyers and financial sponsors. Analyse sector dynamics, recent transactions and valuation benchmarks to support your positioning strategy.

Workflow

Three Steps to a Complete Deliverable

From raw deal data to polished client-ready documents.

1

Input Deal Data

Enter the target company name, sector, financials and deal parameters. Upload existing materials if available — the AI adapts to your context.

2

AI Generates Draft

The platform produces a structured document following institutional M&A standards — complete with financial analysis, market context and strategic rationale.

3

Review & Export

Review the output, refine specific sections, then export to PDF or Word. Every document is ready for client presentation or internal review.

Workbench

Generate a Document

Select the document type, enter the deal information, and let the AI build your deliverable.

Teaser
CIM
Valuation
Proposal

Generating your document... This takes 15-30 seconds.

Generated Teaser