For independent sponsors
M&A Software for Independent Sponsors
An independent sponsor has to find the deal, underwrite it, structure it and sell it to capital partners with no back office and no committed fund behind the offer. TrueValue is the analyst, the associate and the deal-team record: sourcing and screening against your thesis, returns at your partners' hurdle, an investment case with every figure cited, and diligence run with evidence — at a flat monthly cost you know before the first deal.
- £399/month
- Unlimited users and deals
- TrueValue Agent included
- No credit card required
The independent sponsor workflow in TrueValue
- Step 1
Source
A thesis written as a mandate; marketplace adverts and register screens scored against it; adviser CIMs analysed on arrival; direct approaches to owners held to the PECR rules with an opt-out on every one.
- Step 2
Underwrite
Financials spread from the CIM or the accounts, the five-method valuation, quality of earnings with every adjustment recorded, and the questions a capital partner will ask listed before they ask them.
- Step 3
Structure
Consideration lines — cash, deferred, earn-out, vendor note, equity roll — and a funding plan that solves the residual between senior debt and equity, with lender caps from the target's own balance sheet, transaction costs funded by equity, and covenant tests by year. Up to five named scenarios per deal.
- Step 4
Present and close
An investment memo headed by a fact pack that cites every figure and states what the record does not hold; a data room for your capital partners; diligence with evidence; documents signed from the deal.
What makes the sponsor model hard
You are the whole deal team
Sourcing, screening, modelling, diligence, the memo, the lender conversation and the capital raise, done by one or two people, with the deal only real once a partner commits.
Capital partners underwrite you as well as the deal
They will re-run your numbers. A model whose assumptions cannot be traced costs credibility; a memo where every figure is cited to a filed account or a stated assumption earns it.
The structure is the deal
Seller paper, an earn-out, deferred consideration and a lender's cap all have to fit together, and whether the business can service its debt and pay the vendor in the same year is not visible in a headline multiple.
Costs before the fee
Every tool with a per-seat price and every hour of analyst time is spent before there is a closing fee to pay for it. The economics of a sponsor punish overhead.
Momentum dies quietly
A seller cooling, a lender slowing, a partner going quiet — each is visible in hindsight, and a sponsor without a process to watch for them learns late.
How TrueValue fits a sponsor
Sourcing without a team
Adverts from fourteen marketplaces deduplicated per business and scored against your mandate; saved register screens re-run nightly; seller-readiness signals; a standing sourcing job the Agent runs.
How to screen acquisition opportunitiesThe first pass, done
Every CIM read, spread, scored and priced by the Agent, with the red flags and the missing information listed and each figure linked to its page.
AI CIM analysisStructure that has to add up
The funding plan refuses a stack that does not fund the price, caps secured draws at what the assets support, reports a senior loan above the rule-of-thumb leverage rather than hiding it, and tests DSCR and fixed-charge cover by year so the earn-out and the debt are seen together.
M&A valuation softwareA case a partner can check
The IC memo cites every fact to its source — the valuation, the economics scenario and its engine version, the mandate, the checklist — with a Missing Information section and a What Would Make This Wrong section. Anything shared with the seller is redacted of IRR, MoIC, max price and hurdles by rule.
M&A document managementDiligence with evidence
A request list the seller answers without an account, chased automatically, responses filed against the item, evidence linked, red flags surfaced, and invalidation triggers for your walk-away conditions.
M&A due diligence softwareA flat cost
£399 a month for unlimited users and deals, so a capital partner, a lender's analyst or your lawyer can be a viewer without a seat charge, and the software cost of a deal is known before it starts.
Use cases
Owner-managed lower mid-market
SDE and EBITDA both carried, seller paper and earn-outs as first-class lines, and the customer-concentration and owner-dependence findings surfaced from the CIM.
Working with a family office or a fund
Add them as viewers on the deal, share the memo and the data room, and let them read the same record you underwrote from.
Several opportunities at once
A pipeline with health and momentum per deal, so the one worth the week is the one that gets it.
After completion
Earn-outs forecast against the contract, escrows, side-letter obligations and the closing outcome recorded, for the sponsor economics that depend on them.
The Agent as the back office
The TrueValue Agent does the work a sponsor would otherwise hire for: it screens what arrives against your thesis, spreads and prices what clears, chases diligence and reads the replies, watches every live deal for drift, and drafts the memo, the chase and the outreach as proposals you approve in a click. It cannot invent a figure — every number it writes is checked against the records it read — and it sends nothing without you.
That last rule matters more to a sponsor than to anyone. Your name is on every email to a seller and every memo to a partner; the Agent prepares them, and you send them.
Frequently asked questions
Can my capital partners see the deal?
- Yes. Add them as viewers on the workspace at no extra cost, or share the memo, the valuation report and the data room. The record they see is the one you underwrote from.
Does the returns model handle seller paper and earn-outs?
- Yes. Consideration is modelled as lines: cash at completion, signed adjustments, a dated deferred schedule, an earn-out with metric, threshold, cap and an attainment assumption, a subordinated vendor note serviced after senior debt, and an equity roll. The engine reports the headline, expected and maximum price.
How do I keep my numbers away from the seller?
- A redaction rule strips IRR, MoIC, the maximum price, the hurdles, sensitivity and the attainment assumption from any seller copy, and the exporter refuses to run if one gets through.
Is the sourcing UK-only?
- The register sourcing and the marketplace feed are UK: Companies House and fourteen UK business-for-sale sources. CIM analysis, valuation, economics, diligence and documents work for a business in any jurisdiction.
What does it cost while I am between deals?
- £399 a month, or £3,990 a year, cancel any time. There is no per-deal fee and no seat charge, so the cost does not rise with the pipeline.
Can I try it on a live opportunity?
- Yes. The trial is the full product for fourteen days with no card. Upload the CIM you are working on and read the first pass.
Go deeper
- AI CIM analysisA CIM read, spread, scored against your mandate and priced in minutes.
- M&A valuation softwareFive methods, deterministic engines, committee-ready reports.
- How to calculate enterprise valueThe bridge, worked through.
- LOI vs IOI: what is the difference?What each document commits you to.
- Customer concentration risk in M&AHow to measure it, and how it changes price and structure.
- Free UK target listNamed companies from the Companies House register that match a buy box.
Underwrite your next deal on one record
Upload the CIM, run the valuation and the structure, and see the memo cite every figure.