AVISE · A HOUSE FOR YOUR FIRM'S DEAL FLOW
§ 04 · SOLUTIONS
Avise is deal flow software for M&A advisory teams.
Six processes at once, and every one of them is documents.
Boutique advisory and investment banking teams, running sell-side and buy-side in parallel.
THE WEEK
A sell-side process is an NDA out, a teaser out, a question back, a folder opened, a call logged, multiplied by the buyer list, then by every mandate on the desk. Any one of those takes a few minutes. The arithmetic is what hurts.
Meanwhile the firm’s real asset is the contact book, and it is usually spread across two inboxes, a spreadsheet and the memory of whoever has been there longest. Avise is not another subscription on that stack. It is meant to make three or four of them unnecessary.
WHAT WE SET UP FIRST
- NDAs out of the deal, logged
- Document requests against the counterparty, with the send written to the timeline so nobody keeps a private tracker.
- The buyer list as a scored book
- Recency, frequency and deal involvement, banded cold through strong, with a network view over the top.
- Per-deal team membership
- Access granted to the deal, not to everything, which matters when two mandates in the same sector run side by side.
QUESTIONS PEOPLE ASK
- What software do M&A associates use to track NDAs and buyer lists?
Most advisory desks track this across two inboxes and a spreadsheet that lives with whoever has been there longest. Avise puts the NDA send, the buyer list and the contact scoring on the deal itself, logged automatically, so an associate is not the only person who knows the state of a process.
- Is Avise built for a single deal team or a whole advisory firm running several mandates?
Both, on one flat price. Per-deal team membership means each mandate's associate, VP and partner see that deal, and two mandates in the same sector can run side by side without one team accidentally seeing the other's buyer list.
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.