StowbillMandates, documents and deal folders, under control from pitch to close.
Stowbill runs each mandate through partner-approved stages, shares deal folders with the right people for the right time, collects client documents without logins, and records every view and download. Built for firms in Pakistan and the Gulf, at one flat price per user.
- No card required
- Clients never need a login
- Live in a day
Deals have moved on. The file still lives in WhatsApp.
Files everywhere
Client documents arrive by WhatsApp, email and USB. Nobody is sure which version is final, or who else has a copy.
Approvals buried in email
Partner sign-off happens in a reply-all thread, if it happens at all, and is impossible to find later.
A data room bill for every deal
Each mandate means another per-page or per-project data room contract, on top of the tools you already pay for.
No proof of who did what
When a client, regulator or inspector asks who reviewed and approved what, the answer is rebuilt from memory.
One platform for deal, advisory and audit work.
The same controlled workflow, with the extras each kind of practice needs.
Run every mandate from pitch to close
For M&A, capital raising, sukuk, restructuring and asset sales, where confidentiality and partner control matter most.
- ✓ Five deal phases, each closed by a partner: pitch and mandate, preparation, marketing and due diligence, negotiation and closing
- ✓ Conflict check across your clients, mandates and counterparties before you accept
- ✓ Buyer and investor tracker: nothing goes out before partner release, and no IM without a signed NDA
- ✓ Bids compared side by side; only a partner chooses the preferred bidder
- ✓ Data rooms under your firm's logo, with NDA click-through, watermarked and redacted documents, a numbered index and Q&A a partner approves
- ✓ An interest score for each buyer from what they read and ask, and a history of every buyer across your deals
- ✓ Success fee invoiced from the mandate terms once the deal closes
- ✓ A pipeline of every live mandate, with the fees at stake
Audit files that are inspection-ready the day you sign
For statutory audits and assurance work, with the quality controls ICAP, AOB and UAE inspectors look for.
- ✓ ISA-based and Pakistan (ICAP) statutory audit templates
- ✓ Trial balance import, lead schedules and draft statements
- ✓ Preparer and reviewer sign-off, review notes and file lock
- ✓ Automatic 60-day file lock after the report date (ISA 230)
- ✓ Firm-wide ISQM 1 module with annual evaluation
- ✓ One-click inspection pack with the full activity trail
Everything a mandate needs, in the order it needs it.
One workspace for partners, deal teams, clients and buyers, built around the controls your clients and regulators expect.
Stages that hold
Pitch to close for deals; planning to archive for audits. Work moves on only when the required items are done or waived by a partner with a reason.
Files and deal folders
Share a folder with a person or a deal team. Six permission levels from view to share flow down to everything inside, with expiry dates, version restore and a 30-day recycle bin.
Client document portal
Send one request list. Clients upload against each item through a private link, without an account. You accept each file or send it back with a note.
Sign-off on the exact version
Preparer and reviewer sign-off is tied to the version reviewed. Nobody reviews their own work, and open review notes block sign-off.
Your workflow, versioned
Build checklists for each stage, or start from ours. A partner approves each version, and running engagements keep the version they started with.
E-signature with evidence
Send engagement letters, representation letters and reports for signature. Email code check, document fingerprint and a certificate for the file.
Buyers, NDAs and bids
Track every party from long list to preferred bidder. The information memorandum only goes to parties with a signed NDA, and bids sit side by side for the partner to decide.
Time and billing
Staff log hours against each engagement, leaders approve them, and approved time turns into an invoice in PKR, AED or USD.
A trail nobody can edit
Every stage move, sign-off, upload, view and approval is recorded. The database refuses edits and deletes, and each entry is hash-chained to the last, so tampering shows.
From pitch to success fee in four phases.
Each phase closes only when a partner approves it.
- 1
Pitch and mandate
Open the mandate in three steps. The conflict check runs against your other clients and deals, and a partner accepts the mandate before work starts.
- 2
Preparation
Model, valuation, teaser and information memorandum, each signed off on the exact version reviewed. A partner releases them before anything goes out.
- 3
Marketing and due diligence
Buyers move from long list to NDA, information memorandum and bid. They read watermarked documents in the data room, and you see who opened what and how interested each buyer is.
- 4
Negotiation and closing
Bids sit side by side and a partner picks the preferred bidder. After closing, the success fee is invoiced from the mandate terms.
Confidential by design.
Your clients trust you with their most sensitive information. Stowbill enforces the controls in the system, not in a policy document.
- Two-step loginAuthenticator-app codes for every user, required by your firm if you choose. Accounts lock after repeated failed attempts.
- Need-to-know accessStaff see only the engagements they work on. Partners see the firm. Clients see only their own upload link.
- Separation of dutiesPreparers cannot review their own work. Only partners can waive checklist items or approve stage moves.
- Encrypted file storageFiles are stored privately on AWS in Sydney, encrypted at rest, and only ever served through a permission check.
- Automatic sign-outIdle sessions end after 30 minutes, so an unattended laptop does not stay signed in.
- Append-only trailEvery significant action is recorded, and the record cannot be edited or deleted, even by administrators.
Priced for boutique firms, not global networks.
Flat per staff user. No per-page or per-deal data room fees. Your clients are always free.
Starter
For small firms moving off shared drives, email and WhatsApp.
Billed annually · 5-user minimum · clients free
Start free trial- Mandates and engagements through partner-approved stages
- Files: shared folders, permissions, expiry, versions
- Client upload portal, unlimited clients
- Timesheets and invoicing
- 25 GB storage
- Two-step login and append-only activity log
Advisory
For investment banks and advisory firms running live deals.
Billed annually · 5-user minimum · clients free
Start free trial- Everything in Starter
- Deal phases, buyer tracker, conflict check and pipeline
- Document control: check-out, version-tied sign-off, partner release
- E-signature with certificates
- Groups, ZIP download and activity export to Excel
- 250 GB storage
- Data rooms for buyers and investors: NDA, watermarks, Q&A
Firm
For larger firms and audit practices facing inspections.
Billed annually · 5-user minimum · clients free
Talk to sales- Everything in Advisory
- Audit tools: trial balance, lead schedules, statements, file lock
- Firm-wide ISQM 1 module and quality review
- 1 TB storage
- Watermarking and SSO (coming soon)
- Dedicated onboarding
Questions partners ask us
Who is Stowbill for?
Investment banks, M&A and transaction advisers, and audit and accounting firms. Every mandate or engagement runs through the same five stages with partner approvals and sign-offs. Deal teams get shared folders and a data room; audit firms also get trial balance, lead schedules, ISQM 1 and inspection-pack features.
Can we use Stowbill as a data room?
Yes. Open any deal folder to buyers, investors or lenders once a partner approves. Each party accepts your NDA, sees only its own folders, reads PDF, Excel and Word files in a view-only viewer with its name watermarked on every page, and asks questions privately. You can redact documents first, and you see who opened what.
Do clients need an account?
No. Each engagement has a private, unguessable link that you can replace at any time. Clients see only that engagement's requests and can only upload.
Can we use our own workflow?
Yes. Edit the checklist items for each stage, add your own tasks, and have a partner approve each new version. Engagements already running keep the version they started with.
How do you keep client work confidential?
Access is limited to the people on each engagement, every user can be required to use two-step login, files are encrypted at rest, and every significant action is recorded in a trail that cannot be edited.
Where is our data stored?
On Amazon Web Services in Sydney, Australia: the database and every file, encrypted at rest and in transit, with a separate copy of the database taken every day and kept for 30 days. Files are private and only served after a permission check. If your clients or regulators need a different region, talk to us.
Can we pay in rupees or dirhams?
Yes. We bill in PKR, AED or USD, by card or bank transfer.
How long does setup take?
Most firms open their first engagement the same day. On annual plans we move your existing checklists into templates for free.
Give every mandate the same discipline.
Start a 30-day trial, or let us walk your partners through a live engagement.