Book a demo

See a full deal in 30 minutes.

We'll walk your partners through a live mandate, from the conflict check to the success fee invoice, with your own questions along the way. Prefer to look first? Walk through a deal yourself.

  • Pipeline Every live mandate by phase, with fees at stake
  • Partner gates Conflict check, mandate acceptance and release of the teaser and IM
  • Buyers The tracker from long list to preferred bidder, NDA before IM, bids side by side
  • Data room What a buyer sees: NDA, watermarked and redacted view-only documents, Q&A, and the interest score you get back
  • Security Two-step login, need-to-know access and the tamper-evident trail
  • Getting started Importing your clients and live deals from Excel
  • Audit firms Trial balance, ISQM 1 and the inspection pack, if you need them

We use your details only to arrange the demo.