A workflow for mandates and engagements, with partners in control

Five deal phases

A 31-item checklist, built from the roles in a boutique bank, sets out what each phase needs, and numbered deal folders are created automatically. Optional regulatory items can be added per deal: SECP, CCP merger clearance, PSX disclosures, SBP approval, a Shariah pronouncement for a sukuk, or DFSA, CMA or SCA steps. A partner can waive an item with a reason on record.

Conflict check and buyer tracker

• The conflict check compares the client, target and every counterparty with the firm's other clients, mandates and counterparties, ignoring legal suffixes. A partner reviews matches, and the mandate stage cannot close until it has run.
• The buyer tracker follows each party from long list to teaser, NDA, information memorandum, management meeting, bid, shortlist and preferred bidder, or records why it dropped out.
• No party is contacted before a partner approves the materials, the IM goes only after a signed NDA, and there is one preferred bidder at a time.
• A bid table compares each bid with the highest.

Hold, return and close, with reasons

Need-to-know access

On a live deal, only the team assigned should see the files. Stowbill limits each engagement to its team. A read-only role lets someone look without changing anything, for example a partner from another office.

Everything about the mandate in one place

• Work plan tasks with planned and actual hours.
• Documents with check-out, versions and sign-offs.
• Deal type, target, deal value, retainer, success fee percentage and minimum fee, with the success fee calculated automatically.
• A draft success fee invoice after closing, raised by a partner.
• A deals pipeline board showing live mandates by phase, deal value, fee at stake, NDAs, bids and pending approvals.
• Timesheets and invoices tied to the mandate.
• Client contacts and history in the client directory.
• E-signature for engagement letters.
• In-app notifications when something needs your approval.

Built for boutique advisers

Stowbill suits M&A, restructuring, capital raising and transaction advisory firms that want the mandate, its documents and its billing together. Firms in Pakistan and the GCC are a particular focus.

Outside-party data room

Available now in the data room: accounts for outside parties such as buyers, investors and lenders, signing in with an emailed one-time link; NDA click-through; a view-only PDF viewer with downloads off by default; a dynamic watermark on every PDF page; private Q&A per party; per-party activity reports; a numbered index (1, 1.1, 1.1.1) with Excel export per party; whole-folder uploads with files up to 250 MB; redaction of PDFs; protected viewing of Excel and Word files; Q&A with a partner approval step and Excel import; a buyer interest score; your firm's logo on the room; and a buyer tracker linked to the deal. Not built yet: SSO, page-level analytics, AI tools and security certifications such as SOC 2.

Questions