For M&A Advisors
Run every mandate on one platform.
A dedicated data room and buyer matching for every deal. Run sell-side and buy-side processes with one clean, repeatable system. Now onboarding early-access design partners.
The reality
Every mandate is a fresh fire drill.
Boutique advisors juggle multiple processes at once, rebuilding the same data room, buyer list and tracking from scratch each time. The work is in the deal, not the admin.
“A repeatable process is your edge.”
The breaking points
A new data room rebuilt for every mandate
Buyer lists assembled by hand each time
No single view across concurrent deals
No record of who viewed what, and when
Process quality that varies deal to deal
Per-mandate data rooms
A clean room for every deal.
Spin up a structured, access-controlled data room per mandate, with a complete record of engagement.
Templated rooms you can stand up in minutes
Granular, per-counterparty access control
Full audit trail of every view and download
Northwind Robotics · Series A
Confidential
Sections
Equity Story
Pitch Book
Financial Model
FAQ
Objection Handlers
Cap Table
CIM Investor
Data Room
Equity Story
Manage access
Who can access this section
SCDownload
Sequoia Capital
Lead investor
LSView only
Lightspeed
Prospect
FVManage
Future Ventures team
Workspace admin
BVGrant
Bessemer
Requested access
Sequoia Capital viewed Equity Story · 2m ago
Buyer matching
Find the right buyers, faster.
Match each mandate against the most relevant buyers and investors, with fit scored automatically.
Scored against 18,000+ institutional investors
Filter by stage, sector, geography and check size
One pipeline across all your concurrent mandates
AI Fit Score
Northwind Robotics → Lightspeed
92
/ 100
Strong fit
Top 4% of 18,000+ investors for this stage, sector and check size.
Stage
96
Sector
91
Geography
88
Check size
94
Activity
85
Conflict
98
Early access
Help shape the advisor platform as a design partner.
Advisor features are rolling out now with a small group of boutique firms. Join early access to influence the roadmap and get hands-on support.
Request early accessIs it for you?
Built for advisors who run multiple mandates.
This is for you if
You run several sell-side or buy-side processes at once
You rebuild the same data room and buyer list each time
You want one system across every mandate
You'd join an early-access program to shape it
Maybe not yet if
You run one deal a year
You don't need a data room or buyer matching
You want a fully finished product today