AVISE · A HOUSE FOR YOUR FIRM'S DEAL FLOW
§ 03 · SOLUTIONS
Avise is deal flow software for independent sponsors.
A small team that has to look like a large one.
Deal by deal capital, and capital partners who judge the process as much as the asset.
THE WEEK
The deal and the raise run at the same time, out of the same three or four people. One week holds a seller who needs an NDA inside the hour and a family office that wants the memo, the numbers and a reason to believe the due diligence was done properly, and whoever is closest to the documents ends up producing both.
What wins the second cheque is a process that reads as institutional : a data room that is not a shared drive, figures that can be walked back to the page they came from, and a record that shows who saw what and when.
WHAT WE SET UP FIRST
- A data room per deal, not a shared drive
- Scoped links, document requests and in-browser preview, so what you send a capital partner looks like a process.
- Figures with their source page attached
- The answer to “where did this number come from” is a page reference, not a rebuild of the model.
- An audit trail you did not have to keep
- An insert-only log of more than 25 event types, retained two years.
QUESTIONS PEOPLE ASK
- What deal management software should an independent sponsor use to look institutional to capital partners?
The part a capital partner actually judges is the process: a data room that is not a shared drive, figures that trace back to the page they came from, and a record of who saw what and when. Avise gives a three- or four-person sponsor team that on every deal, without hiring someone whose job is running the process.
- Can one person raise a deal and run diligence in the same tool?
Yes. Avise puts the data room, the extracted figures and the memo on the same deal record, so the person closest to the documents can produce what the seller needs and what a family office asks for from the same place, instead of two separate systems.
OTHER SHAPES
Avise is built the same way for three other kinds of firm. If none of these match, the solutions overview has all four.
§ 03 · NEXT
Tell us what your week actually looks like.
Thirty minutes, a deal you are working on now, and a straight answer about whether Avise shortens it. If it does not, we will say so.