M&A Deal Platform
About this App
M&A Deal Platform provides software to enable Advisors & Practices to offer enhanced Business Advisory and Corporate Finance Services to their clients, opening up entire new revenue streams, while helping their clients grow.
Our Advisor Copilot & Secure Chat GPT enables practice employees to Securely query Client Business Model and Client Data Room.
Our Lead Generation Applications & Content can help you Find and Qualify clients.
Our Business Advisory Tools help you Deliver advisory reports and reviews.
Our Corporate Finance Tools Speed creation of Valuation Reports, Business Plans, Information Memorandums etc.
Cost (from)
£20/month
Free Practice Subscription
Trial
14 day free trial, fully functional, no credit/debit card required
Partner Program
Partner for access to Marketplce
Support Channels
- Email
- Live Chat
- Online Help
- Phone
- Web Form
Mobile Platforms
- Android
- iOS
Accounting Platforms
Integrations
HubSpot
Hubspot CRM Sync
Microsoft
Microsoft 365
Microsoft Azure
Microsoft Azure AD
Geographies Served
All other countries in Europe
United Kingdom
USA
Worldwide
Industries
N/A
App features per category
Accountant Tools
Business Plan Wizard
Executive Summary for Investment
Secure ChatGPT
Information Memorandum Wizard
Company Valuation Report Wizard
Virtual Data Room with ChatGPT
Lead Generation Application & Content
CRM
Lead Generation Application & Prospect Capture
Financial Services
Business Plan Wizard
Executive Summary for Investment
Information Memorandum Wizard
Marketplace
Marketing
Lead Generation Application & Content
Workshop
Business Plan Wizard
Momentum Business Model with Workshop
Some details on this page are subject to change. If you see something wrong please contact us here.
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