Documents

M&A Document Management

The documents a deal produces — NDAs, teasers, information memoranda, engagement letters, indications of interest, offer letters, IC memos — drafted from the deal record rather than from a blank template, held with their versions on the deal, and sent for signature from the same place. Every figure in a generated document comes from the accounts or the valuation, never from the model.

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  • £399/month
  • Unlimited users and deals
  • TrueValue Agent included
  • No credit card required

What deal document software does

M&A document management software generates, stores, versions and circulates the documents a transaction produces, using the deal's own data — the parties, the figures, the terms — so the same fact does not have to be typed into a Word file, a spreadsheet and an email, and so the signed version can be found by anyone on the team a year later.

The failure mode this replaces is quiet. A teaser quotes last year's EBITDA because the template was copied from the last deal; an offer letter carries a price from a superseded scenario; the executed NDA is in someone's inbox. None of these are dramatic, and each costs credibility with a counterparty who notices.

The documents

  • Information memoranda and teasers

    A guided IM builder with a section editor. The AI drafts from the deal record — the accounts with their provenance, the valuation and its drivers, the notes, the people — and every figure is written over the model's from the record. A period is labelled with what it is worth; a forecast is named a projection. Nothing is estimated.

    What is an investment memorandum?

  • NDAs and engagement letters

    Generated from the parties and terms on the deal, with your firm's own wording from the clause library, and sent for signature in the same flow.

  • Offer documents

    Heads of terms, letters of intent and offer letters — the offer letter serving as the indicative offer — with the payment structure read from the deal's primary economics scenario, so the price in the letter is the price the returns were modelled on.

    LOI vs IOI: what is the difference?

  • IC memos

    A deterministic fact pack — the persisted economics verdict, the valuation, mandate fit, diligence state, each fact cited to its source — heads the narrative sections, rides into the AI prompt with a numbers-must-be-cited rule, and exports to a committee-ready PDF with a Missing Information section and a What Would Make This Wrong section.

  • Pitch packs

    Pre-mandate indicative-valuation decks for advisers: sector- and size-adjusted range, comparables from your own history, buyer segments, PDF export.

  • Any PDF or Word file

    Documents TrueValue did not generate can be uploaded, placed with signing blocks and sent, so the signing workflow is not limited to the platform's own templates.

    M&A e-signatures

Control over wording and versions

  • Clause library

    Your firm's own wording for the clauses TrueValue generates, plus clauses it adds. Overrides travel on the document, never looked up at render time, so editing the library cannot rewrite an agreement already signed.

  • Word templates

    Upload a .docx with placeholders such as {{company_name}} or {{purchase_price}} and generate from deal data. Set defaults per document type.

  • Version history

    Every edit saved, versions compared and restored, export to Word. Autosave on the builders.

  • Style presets

    Your branding on every generated document and white-label PDFs for client-facing reports.

  • Executed copies

    Once signed, the executed PDF and its certificate of completion are filed on the deal under the envelope that produced them, immutable, and downloadable only as the filed bytes — never re-rendered.

  • The closing pack

    On completion, a transaction Bible: every completed envelope's agreement and certificate and the closing checklist, frozen into a manifest with its hash and built as a verified archive.

How figures reach a document

A number reaches a generated document by exactly one route: from the extracted accounts or the saved valuation, through a fact pack, written over whatever the model produced. If the record does not state a figure the field is left blank and the dialog says so. That is a slower way to produce a document than letting a model fill the gaps, and it is the only way to produce one a counterparty can rely on.

The same rule applies to what the TrueValue Agent drafts. An IC memo, a teaser or an outreach email it writes is a draft on the deal for a person to read, and every figure in it is checked against the figures the Agent actually read.

Frequently asked questions

Which documents can TrueValue generate?

NDAs, engagement letters, teasers, information memoranda, heads of terms, letters of intent and offer letters, IC memos, pitch packs and valuation reports. Any other PDF or Word document can be uploaded and sent for signature.

Can I use my own templates and wording?

Yes. Word templates with placeholders generate from deal data, and the clause library holds your firm's wording for every clause TrueValue writes. Overrides are stored on each document.

Does the AI write the IM?

It drafts the prose from the deal record — the accounts, the valuation, the notes, the people — and every figure is written over from the record. A figure the record does not state is left blank, and a management-stated or projected figure is labelled as such.

Where are signed documents stored?

On the deal, under the envelope that produced them, with the certificate of completion. The stored bytes are the legal record; downloads are signed links to those bytes.

Can a client review a draft?

Yes. IM drafts can be shared to the client portal for the seller to review and comment, and the review is recorded.

Go deeper

Draft your next document from the deal

Generate an NDA or a teaser from a deal in the trial and see the figures arrive from the record.

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