Features
Everything a buy-side firm needs, around the diligence your clients already run.
Nine parts, one portal. Each one is live today for firms on AcquireScout.
Firms are onboarded personally. There’s no signup form.
01
Start with trust
What a client agrees to, and what they can take back.
02
Run your book
Know where every client is, without a status call.
03
Work the deal
On the deals your client shares with you.
- The shared deal roomTheir documents, the extracted figures and the same verified report. Edit the worksheet, add to the checklist.
- Deal CalculatorModel the structure in a draft. Send your client a fixed snapshot as a PDF under your firm’s name.
- Notes, messages and resourcesNotes on the deal, a thread per client with files, and a resource library your clients can open.
04
Bring deals
Your own inventory, matched to your own buyers.
05
Make it your firm’s
Your team, your clients’ seats, your terms.
See it with your own book.
Tell us how many advisors and active buyer clients you have. We’ll tell you honestly whether it fits.
Talk to us about your firm