Run more mandates without losing control of a single deal.

01 Disorganised data rooms

Seller documents arrive in every format and order, and buyers wait while files are found, renamed and indexed.

02 Teaser and IM drag

Each Information Memorandum is built by hand from raw financials, notes and interviews, and weeks pass before the business goes to market.

03 Buyer and NDA friction

Enquiries, NDAs and buyer credentials are checked one email at a time, and serious buyers sit in the same queue as tyre kickers.

04 Capped deal capacity

Each advisor can only run so many mandates at once, so growth means hiring and every new hire takes years to learn the craft.

Financial Ingestion and Information Memorandum Drafting

The problem

Building an IM from raw financials and notes takes weeks of advisor time.

The mOS process

An Agentic Citizen reads the seller's financial statements and documents, normalises the figures into your template, drafts the teaser and IM narrative and links every number to its source, for the advisor and the seller's accountant to verify.

The outcome

Businesses go to market sooner, with figures that trace back to source.

Buyer Vetting and NDA Verification

The problem

Every enquiry needs an NDA, a credentials check and a judgement call, one email at a time.

The mOS process

An Agentic Citizen sends your NDA, confirms it is signed, gathers buyer background and proof of funds evidence against your checklist and prepares a vetting file. The advisor decides who receives the IM and data room access.

The outcome

Serious buyers move faster, and confidential information reaches only approved parties.

Data Room Q&A and Due Diligence Orchestration

The problem

Buyer questions pile up, and the same answer is written three times.

The mOS process

Agentic Citizens index the data room, log every buyer question, draft answers from the documents with citations and route anything new or sensitive to the advisor and seller for approval before release.

The outcome

Diligence moves at a steady pace with a full record of every question and answer.

Deal Pipeline Telemetry and Buyer Matching

The problem

Pipelines live in spreadsheets, and past buyers are forgotten when a new mandate fits them.

The mOS process

Agentic Citizens track each mandate's stage and deadlines, flag stalled deals and suggest buyers from your own records whose stated criteria match a new mandate, for the advisor to approach.

The outcome

Fewer stalled deals and more value from the buyer relationships you already have.