Enterprise-Grade Features
Everything you need to run a large M&A advisory practice
Custom Contracts
Procurement, security review, DPA and bespoke commercial terms across all your divisions.
Advanced Security
SSO/SAML integration, IP allowlisting, and custom security policies for your organization.
Approval Workflows
Multi-level deal approval chains, custom approval rules, and audit trails for compliance.
Multi-Division Structure
Organize your firm into teams and divisions with hierarchical management and reporting.
Advanced Analytics
Custom dashboards, cross-team benchmarking, and executive reporting capabilities.
Dedicated Support
Named account manager, priority support queue, and custom onboarding program.
Custom Contracts
Custom SLAs, DPAs, and legal agreements tailored to your organization's requirements.
API Access
RESTful API for custom integrations with your existing tech stack and workflows.
Firm vs Bespoke
Both plans have full feature access — bespoke adds the scale and controls larger firms need
| Feature | TrueValue From £99/month · up to 20 users | Bespoke Custom contract · SSO, SLA & DPA |
|---|---|---|
| Team Members | Up to 20, priced per user | 21+ |
| Price | From £99/month for the first user | Bespoke |
| Deal Pipeline | ✓ | |
| Data Rooms | ✓ | |
| Document Generation | ✓ | |
| Approval Workflows | ✓ | |
| API & MCP Access | ✓ | |
| White-label PDFs & Portal | ✓ | |
| Audit Log Export | ✓ | |
| SSO/SAML | — | |
| Multi-Division Teams | — | |
| Custom Integrations | — | |
| Dedicated Account Manager | — | |
| Custom SLA | — | |
| Support Response | 24 hours | 4 hours |
| Onboarding | Guided | White-glove |
Security That Meets Your Standards
We understand that M&A data is among the most sensitive information your firm handles. Our platform is built with security-first principles.
- SOC 2 Type II compliance (in progress)
- GDPR compliant with DPA available
- End-to-end encryption at rest and in transit
- Role-based access controls with audit logging
- SSO/SAML integration for enterprise identity
- Custom data retention policies
Data Protection
256-bit AES encryption
Access Controls
RBAC with SSO support
Compliance
GDPR, DPA ready
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