Deal Concierge
Your time is the constraint. Delegate diligence, sourcing, advisor booking, and post-close integration.
Diligence-as-a-Service
Upload a CIM or teaser. Get a QoE-lite, market scan, and red-flag report — AI drafted, human reviewed.
Off-Market Sourcing
Define a thesis. Agent generates targets, drafts outreach, sends via your connected inbox, and tracks replies.
Advisor Rolodex
One-click booking with vetted CPAs, M&A attorneys, QoE firms, lenders, and insurance brokers.
100-Day Integration
Post-close operating plan seeded from your SOPs. AI + fractional operator hybrid runs the playbook.