Senior bankers spend too much of their time on boring work that, in 2026, should already be automated away. So we automated it.How we run a mandate
- UK sectors with multiple ranges
- 99
- Workspace per deal
- 1
Teaser, Valuation, IM, buyer list and diligence Q&A for UK SME sales. AI drafts, your advisers sign off.
Built by advisers who run UK SME sales
Project Kestrel Week 6
One workflow for each stage of a sell-side mandate. Start with the one that costs you most time.
Finds UK owners likely to sell from public and propriety datasets.
Weekly owner shortlistTriangulates valuation using the most relevant methodologies.
Valuation with workingsDrafts the teaser and IM in your template.
Teaser and IM draftsRanks buyers and tracks teasers, NDAs and process letters.
Ranked buyer listDrafts bidder answers from the data room for your approval.
Logged Q&ATrade buyers, private equity and family offices, scored against the mandate.
See a sample buyer listAcquisition history and portfolio fit for UK and overseas buyers.
The evidence behind each buyer, ready for the partner review.
Teaser, NDA, IM and process letter status, without a spreadsheet.
Every bidder question, answer and document in one place, with drafts from the data room.
Mandate, data room and buyer conversations together.
0
Every answer approved and logged for all bidders.
Officers and PSCs pulled straight into your KYC file.
Management accounts read from the ledger, with add-backs proposed.
Client data stays in the UK and never trains models.
DealRun drafts each stage. An adviser signs it off before it reaches a client or buyer.
Repeat buyers universe in the given sector - strategic and PEs.
Connect the ledger, get EBITDA add-backs and a value range.
Teaser and IM drafted.
Buyer list approved, teasers sent, NDAs tracked.
Bidder Q&A and completion checklist in one place.
Senior bankers spend too much of their time on boring work that, in 2026, should already be automated away. So we automated it.How we run a mandate
Bring a recent deal. We'll show you its valuation, buyer list and IM draft in 30 minutes.