Grow Your Practice with our Lead Generation Apps & Content, Advisory & Corporate Finance Software
M&A Deal Platform enables Advisors & Practices to offer enhanced Business Advisory and Corporate Finance Services to their clients, opening up entire new revenue streams, while helping their clients grow.
We offer a full range of Business Advisory and Corporate Finance Tools, including business advisory reports and reviews, company valuation, funding, exit and acquisition that you in-turn can offer your clients.
- Our Lead Generation Applications & Content can help you Find and Qualify clients.
- Our focus is Small and Medium sized business.
- Our Marketplace can help you Win new clients.
- Our Business Advisory Tools help you Deliver advisory reports and reviews.
- Our Corporate Finance Tools speed creation of Valuation Reports, Business Plans, Information Memorandums etc.
1. Advisory & Corporate Finance Tools
Tools to Speed Your Practice
Our platform provides the tools to enable your team to offer more and better Advisory & Corporate Finance services to your clients.
Create Valuation Reports, Information Memorandums and Business Plans with First Draft AI Generated Content and Workflows.
Our Advisory Copilot & Secure Chat GPT enables practice employees to directly query the Client Business Model and Client Data Room.
- Individual Advisor License from £20 per User per Month
- Practice License from £50 per User per Month
- Discounts available for multiple subscriptions
Not sure about your Investment?
Think of it this way:
You only need to save 15 minutes per month at an average charge-out rate of £200 to get a return your investment.
And we guarantee our tools will save you much more time than 15 minutes!
2. Lead Generation
Turning Visitors into Leads into Clients
We provide you with your own branded valuation application and content that you can add to your website, social media posts and email campaigns.
It quickly shows owners an indicative valuation for their business and offers an optional AI Generated Indicative Valuation Report via email.
- From £100 per Month
- Includes a single Advisory & Corporate Finance Tools License
List and Find Opportunities
Our Marketplace list opportunities for raising capital, selling or acquiring companies and many other corporate finance services.
Find investors or strategic buyers for your clients, or a partner to deliver a service that you don't offer.
- Find Investment - Debt & Equity
- Find Companies to Buy & Sell
As a first step we recommend a confidential, virtual meeting with one of our Team, where we discuss your objectives, demo our platform and gain an insight into your business and your target markets.