For corporate development

Corporate Development M&A Software

Most corporate development teams run acquisitions alongside the day job with a fraction of the headcount a fund would use for the same volume. TrueValue gives that team a live target list instead of a stale spreadsheet, a first pass on every opportunity the morning it arrives, board-ready numbers on demand, and a completion checklist and integration plan carried through to done.

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

The corporate development workflow in TrueValue

  1. Step 1

    Origination

    Build the target list from the Companies House register with saved screens by SIC code, region, size and financial band, enriched with officers, filed figures and web research that stores a website only when the page proves it is the company. Watch the ones that matter for filings, director changes and charges.

  2. Step 2

    Approach

    Outreach and NDAs tracked per target under rules that refuse a guessed address, honour every opt-out and cap daily volume. The register-sourced contact becomes a counterparty on the deal when the conversation starts.

  3. Step 3

    Evaluate

    CIM or management accounts analysed on arrival, the five-method valuation seeded from the accounts, the returns and synergy view before the board paper, and the questions for management listed.

  4. Step 4

    Execute and integrate

    Diligence with evidence, documents and signatures on the deal, approvals by value recorded with a trail, and a completion checklist and integration plan that survive completion rather than living in a slide.

The problems a corporate development team keeps meeting

  • The target list is a spreadsheet nobody owns

    Built for one strategy review, updated by whoever last looked, wrong within a quarter. Companies have been sold, directors have changed, accounts have been filed and nobody is watching.

  • Acquisitions compete with the day job

    The same three people run the pipeline, prepare the board paper and handle the integration, and the bottleneck is the hours of groundwork before each decision.

  • The board wants numbers on Thursday

    A valuation, a returns case and a synergy view, consistent with what was shown last time, and defensible. Rebuilding them from scratch under time pressure is where errors get in.

  • Approvals and governance are paper

    Delegated authority, sign-offs by value, a record of who approved what — kept in email, reconstructed for the audit.

  • Integration starts when the deal team stops

    The completion checklist and the hundred-day plan are handed to a different team, and the earn-out and escrow terms are remembered when they fall due, if they are remembered.

How TrueValue fits corporate development

  • A live target list

    Saved screens re-run nightly with what is new since the last run; watches on the companies that matter, alerting on closing states, insolvency filings, strike-off and long-serving director exits. The list corrects itself.

    M&A CRM

  • A first pass on every opportunity

    The Agent extracts the financials, scores strategic fit against the mandate you set, prices indicatively and lists the gaps, so the team reads a summary with the evidence attached.

    AI CIM analysis

  • Board-ready numbers on demand

    The five-method valuation and the returns case from the same accounts, exported as a PDF with the methodology, version-controlled so this quarter's paper reconciles to last quarter's.

    M&A valuation software

  • Governance built in

    Approval rules by stage or value, decisions with a trail, roles per deal, and an audit log written by database triggers that no route into the record can skip.

    M&A deal management software

  • Diligence with the business units

    Request lists per workstream with owners across finance, legal, IT and HR, evidence linked to every item, red flags with severity, and invalidation triggers for the conditions that would stop the deal.

    M&A due diligence software

  • Post-close carried through

    Completion checklists, integration plans with milestones, earn-outs forecast against the contract, escrows and the working-capital true-up, and the closing outcome recorded as the fact every later multiple is struck on.

Use cases

  • Bolt-on acquisitions

    A standing mandate for the bolt-on profile, a sourcing job that screens the register and the marketplaces against it, and the same first pass on every candidate.

  • Strategic and competitor acquisitions

    Watch a named list of competitors and adjacent businesses on the register; know when accounts are filed, a director leaves or a charge is satisfied — the signals that an owner is getting the house in order.

  • Divestments

    Switch a workspace to adviser mode and run the sale: valuation, teaser and IM from the record, an NDA-gated data room, buyer coverage and offers tracked to signature.

  • Inbound from advisers

    Every adviser CIM analysed the same way and every adviser a contact with the opportunities they have shown you, so the relationship survives a change of analyst.

The Agent alongside the day job

The TrueValue Agent is the capacity a corporate development team does not have: it screens overnight, spreads what arrives, prices what it can, chases diligence and watches the live deals for drift, and it files each finding with the evidence and a proposed next step. It sends nothing without a click, it cannot invent a figure, and every action leaves a receipt with an undo — which is the standard an internal audit will hold an automated process to.

Because the plan is £399 a month with unlimited users, the finance, legal and integration people who touch a deal can be on the record when they need to be, rather than receiving spreadsheets by email.

Frequently asked questions

Does it integrate with our systems?

Gmail and Microsoft 365 mail, Google Calendar and Companies House are built in. A REST API with API keys, webhooks on the events you choose, and Model Context Protocol tools for AI assistants cover the rest. SSO/SAML is available on enterprise terms — see Enterprise.

Can we model synergies?

The valuation and economics engines model the target on its own figures, which is the right base case. Synergies are recorded post-close by category with expected and realised impact, and realised counts only on a completed milestone with evidence. A pre-deal synergy case can be run as a named scenario with the assumption stated.

How is delegated authority handled?

Approval rules trigger by stage or by value; the decision, the decider and the time are recorded; and the audit log is written by the database, so the record for internal audit is complete without anyone maintaining it.

Is our target list confidential?

Yes. Targets, watches and screens are scoped to your workspace in the database, roles govern who in the team can see them, and nothing about a target is shared outside your workspace.

Can it run a divestment as well as an acquisition?

Yes. A workspace runs in buyer mode or adviser mode; switching changes the stages, documents and copy without touching the data, so the same team can sell a subsidiary and buy a bolt-on.

Go deeper

Replace the target spreadsheet

Build a screen of the register, watch the companies that matter and see the first pass on the next opportunity that arrives.

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