M&A advisory and corporate finance boutiques: the capability exists, it is simply priced for banks with 500 analysts.
Knowing the real buyer, the price they will defend at their own investment committee, and how to run a process that gets there - that is the mandate. Everything else on the deal is analyst throughput.
Buyer insight and process judgment: who is genuinely acquisitive now, what they will pay, when to hold and when to close.
Teasers and IMs, comparables screening, longlist construction, data room prep, diligence review, model population, deck assembly.
Your house style and your process become the system’s standard: the software produces the materials, your bankers run the deal.
Not a chatbot in your inbox. Whole workflows in production - across every person and system they touch - on one layer that the next workflow reuses.
Teasers and information memoranda drafted from target data in your house format - two to three weeks of analyst drafting per mandate, reduced to review.
Comparable companies and precedent transactions screened and kept current, instead of a screen rebuilt by hand for every pitch and every update.
Longlists constructed from real acquisitiveness signals with outreach sequenced and tracked, rather than a spreadsheet and a hundred manual emails.
Data rooms prepared and indexed, and buyer Q&A routed, answered and logged - the daily drag that consumes a deal team mid-process.
Diligence documents reviewed at volume with red flags extracted and evidenced, so your people spend their attention on the issues that move price.
Financial models populated from target data with sources traceable line by line, removing the re-keying that is also the main source of error.
Management presentations assembled from the approved narrative and the model, consistent across every version that goes out.
A deal-readiness product for the owner-managed businesses already in your pipeline but not yet sellable. They pay to get sale-ready: clean numbers, documented processes, identified value gaps. You get a qualified, pre-diligenced pipeline that no competitor can see.
Recurring revenue from relationships that currently cost you time and produce nothing until a mandate signs.
Owners working through readiness with you are not in anyone’s outreach list. When they sell, the mandate is not competed.
A business that has been readied for two years diligences faster, prices higher and completes more often - which improves your own hit rate and fee realisation.
Rogo raised $160M in April 2026, over $300M in total, automating exactly this work for Rothschild, Jefferies, Lazard, Moelis and Nomura - 250+ institutions, and now moving into wealth management. The capability is proven; it is simply priced and shaped for banks with 500 analysts. A boutique cannot buy its way to that leverage, but it can build it - and it keeps the relationships those banks never had.
Code, models, prompts and runbooks transfer to your firm. If we disappeared tomorrow, the system keeps running.
The second workflow costs a fraction of the first, because permissions, integrations and audit trail are already built.
Human-approved gates, evidence on every output, strict separation between deals and sides, ISO 27001 and GDPR alignment, deployable in your own environment.
Our engineers sit inside your firm until it runs - then your people build on it, not just operate it.
We invest €50,000 of engineering into one real process inside your firm. Two minutes to apply, twenty to find out if you are a fit.