Corporate finance
For corporate finance advisers: where a mandate meets the buyers you already know, before the list is built by hand.
A Digital Brain for an advisory firm: the mandate, the documents and the buyer relationships the firm has spent years building, brought together on every deal.
One founding partner per market.
Each market opens with a single firm that shapes the Brain to how that market actually works, at founding terms that stay locked. The seat for the advisory market is open.
How founding partnership worksWhat changes on day one
Time from mandate to buyer list
TodayBuilt by hand, from memory and old spreadsheets.
With ACEDrafted from the relationships the firm already holds.
Coverage of the buyer universe
TodayWhoever the deal team thinks of that week.
With ACEEvery relevant relationship weighed, with the reason attached.
Preparation hours per mandate
TodayStructuring documents and assembling lists.
With ACEPrepared before the kick-off meeting.
What that changes, day to day
A new mandate arrives already sorted.
Financials, positioning and the seller's own material structured into the shape the firm takes to market.
The list stops depending on who is in the room.
Mandate characteristics matched against the appetite, history and relationships the firm has recorded over years.
Teasers and memoranda start from the file.
Marketing material drafted from the structured mandate, with every claim pointing back to its source.
Nothing goes quiet without someone knowing.
Outreach, responses and next steps tracked across the process, with the ones that have stalled surfaced.
Built to disappear into the practice
The work lands in the deal file the firm already keeps. No second system beside it.
Your relationships, your record
The appetite and history your firm has recorded. Not a bought list with no relationship behind it.
The adviser owns the conversation
Nothing is sent to a buyer automatically. The firm prepares, and the adviser makes the approach.
Confidential between mandates
Mandate data stays separated logically and contractually. No process informs another.
Traceable to the source
Every claim in the material points back to the document and the figure it came from.
The network is the asset, and it should behave like one.
An advisory firm's value sits in who it knows and what it remembers about them. That record usually lives in people and old files, which means it walks out of the door when they do.
Held by the firm
Buyer appetite, past conversations and outcomes stay with the firm rather than with whoever ran the last process.
Matched on substance
Buyers are surfaced on recorded appetite and history, not on which name comes to mind first.
Separated by mandate
Each mandate stays walled from every other. Nothing on one process informs the material for another.
One workflow first, shadow mode, then a controlled go-live. Read how we implement
One founding partner per market.
Ask whether yours is still open.
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