Enterprise Solutions

M&A Platform for Large Advisory Firms

Purpose-built for firms with 10+ advisors. Get enterprise-grade security, multi-division team management, and dedicated support.

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 MembersUp to 20, priced per user21+
PriceFrom £99/month for the first userBespoke
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 Response24 hours4 hours
OnboardingGuidedWhite-glove
Enterprise Security

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

Get Enterprise Pricing

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