For M&A advisers

M&A Software for M&A Advisers

Win the mandate with a number you can defend, package the business into a teaser and an IM drafted from the record, gate the data room behind an NDA, see exactly which buyers are real, and run the process through to signature — with every live mandate on one board the partners can read on a Monday morning.

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

The sell-side workflow in TrueValue

From the first conversation with an owner to completion accounts, for a practice running several mandates at once.

  1. Step 1

    Originate and qualify

    Leads from your valuation widget, referral partners and outreach land in one CRM. A pitch pack with a sector- and size-adjusted range from your own deal history goes out before the mandate is won; the engagement letter goes out for signature the day it is.

  2. Step 2

    Value and package

    Filed and management accounts read into statements, the five-method valuation seeded from them, and the teaser and IM drafted from the record with every figure from the accounts and every period labelled by what it is worth.

  3. Step 3

    Market

    Buyer profiles matched to the deal, teasers distributed and tracked through coverage, NDAs signed and the data room opened, buyer Q&A answered, and each buyer read as real, looking or gone from what they actually do.

  4. Step 4

    Negotiate and complete

    Offers logged against the deal and visible to the seller in their portal, diligence requests answered from the vendor pack, the SPA and side letters signed from the deal, and the closing pack built as a transaction Bible.

The problems an advisory practice keeps meeting

  • The valuation takes days and lives in Excel

    Each mandate starts with a model built from the accounts by hand, in a format that varies by analyst, and the pitch is delayed while it is built.

  • The IM is written from the model, then drifts from it

    By the time the memorandum goes out the adjusted EBITDA has moved and one of the two documents is wrong. A buyer notices.

  • Nobody knows which buyers are real

    Twenty NDAs signed, six in the data room, three asking questions — but which three, and which of them downloaded everything and went quiet, is reconstructed from a mailbox.

  • The seller wants an update

    Where the offers are, what buyers have asked, what is outstanding in diligence: an email that takes an hour to write and is stale by the afternoon.

  • The partners see the book late

    Stage, health and fee expectation across every mandate, assembled for the Monday meeting by whoever came in earliest.

How TrueValue fits the practice

  • Valuations in minutes, defensible for years

    Five methods blended by sector, every assumption recorded, a white-label report with the methodology appendix, and version history so the number you quoted at pitch reconciles to the one in the IM.

    M&A valuation software

  • Teasers and IMs from the record

    A guided builder that drafts from the deal — the accounts with their provenance, the valuation, the notes, the people — writes every figure over from the record and leaves blank what the record does not hold. Client review in the portal.

    M&A document management

  • The buyer process, read as evidence

    Coverage per buyer from teaser sent to offer made; data-room views, re-reads, downloads and questions scored into real, looking or gone; and the Agent raising the buyer who went quiet after downloading the room.

    M&A data rooms

  • The seller portal

    Sellers see their deals, respond to visible offers, answer buyer Q&A, track diligence progress, upload requested documents and review IM drafts — with exactly the sections you switch on, enforced in the database rather than merely hidden.

  • Signatures on the deal

    Engagement letters, NDAs, offers and the SPA sent from the deal, routed to signers and approvers, chased automatically, and filed back with the certificate.

    M&A e-signatures

  • The whole book

    Every mandate on one pipeline with stage gates, health scores and fee terms, team analytics for partners, and an audit log covering every sensitive action.

    M&A deal management software

Use cases

  • Business brokerage

    Many mandates, owner-managed businesses, a buyer list you have built over years. Coverage tracking and the buyer database earn their place on the first process.

  • Corporate finance boutique

    Fewer, larger mandates with a structured process: bid rounds with entries, approvals, a controlled data room and a transaction Bible at completion.

  • Accountancy firms with a deals desk

    Valuations for tax, shareholder disputes and exit planning as well as sales, with white-label reports and the seller portal for the client relationship.

  • Winning the mandate

    A pitch pack from your own completed-deal history and asking-price benchmarks from the marketplace feed, so the range in the pitch is one you can evidence.

The Agent on a mandate

In adviser mode the TrueValue Agent keeps every mandate moving. It reads reply times, data-room attention and silence after a request as one picture per deal and raises a drifting mandate while there is still something to do; it tells you which buyers are real; it chases outstanding diligence and document requests on your cadence and files the replies; and it drafts the chase email, the stage move or the client update as a proposal you approve in one click. It sends nothing without you.

The plan is £399 a month for the whole practice with no seat count, so the partner who wants to see the book, the analyst building the model and the assistant chasing signatures are all on the same record.

Frequently asked questions

Can our clients see their deal?

Yes, through the seller portal: their deals, the offers you make visible, buyer Q&A, diligence progress, document requests and IM drafts for review. Which sections a client sees is decided per deal and enforced in the database.

Do reports carry our brand?

Yes. Valuation reports, IMs and teasers carry your branding, and PDFs are white-label. A custom portal domain is included in the plan.

How do you track buyers?

Each buyer on a deal has a coverage row — teaser sent, NDA signed, IM read, offer made — and the engagement engine reads data-room views, re-reads, downloads, questions and replies into real, looking or gone, saying which signals it could and could not read.

Can we manage several mandates side by side?

That is the point of the pipeline. Every mandate has its stage, health, fee terms, team and next actions, and partners see the whole book with weighted fees and stage conversion.

What about fees and referral partners?

Engagements record fee terms and fees received; referral partners carry agreement status and fee terms in each direction with a ledger of every introduction from pending to paid.

Is there a valuation lead-capture widget?

Yes. A branded valuation widget and a net-proceeds widget embed on your site and land leads in your CRM with the figures they entered.

Go deeper

Run your next mandate here

Value the business from its accounts, draft the teaser from the record and open a data room, all in the trial.

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