Sell-side M&A · One mandate, start to market

Take your deal to market
in six weeks ten days.

This page follows one sell-side mandate through Deliverables AI — the data room, the model, the valuation, the CIM, and the buyer analysis — on the clock you actually run against.

Project Cascade · engagement signed
Day 0 · Kickoff

The data room lands. All of it.

Client uploads financials, management decks, customer lists, contracts — the whole mess. Deliverables AI ingests over a thousand documents overnight and builds a working understanding of the deal: revenue drivers, customer concentration, the story worth telling.

  • Every document parsed, indexed, and citable
  • Red flags surfaced before buyers find them
  • Zero data retention — nothing trains anyone's model
Day 2 · The Model

Numbers a buyer's QoE team can't shake.

Normalized historicals, adjusted-EBITDA bridge, working-capital analysis, projection scaffolding — built from the client's actual general ledger, every cell traceable to its source document. Not a template with placeholders.

  • Add-backs identified and documented automatically
  • Three-statement integrity maintained throughout
  • Friday-night client revisions? Re-run in minutes
Day 4 · The Valuation

A football field your MD will actually defend.

Trading comps screened and re-weighted. Precedent transactions pulled and scrubbed. DCF built on the model from Day 2 — not a separate spreadsheet that drifts out of sync. One defensible range, assembled while your competitors schedule the kickoff call.

  • Comp sets you control — drop one, the field redraws
  • Methodology notes generated for the appendix
  • Midpoint, range, and sensitivities in one exhibit
Day 6 · The CIM

The 3-week deck, drafted before lunch.

Executive summary, business overview, financials, market positioning, growth levers — 45 to 55 slides in your firm's template, with every figure cited back to the data room. It arrives 80% done: ready for a principal's red pen, not a junior's rebuild.

  • Your CIM structure, teaser format, and slide library — encoded once
  • The teaser and management deck generate from the same source, so nothing contradicts
  • Buyer-specific narrative variants on demand
Day 8 · The Buyers

Who's actually going to buy this company?

Strategic and sponsor lists scored by fit — end-market overlap, acquisition history, balance-sheet capacity. The outreach kit writes itself: blind teaser, buyer-specific positioning, and evidence-backed answers to the diligence questions you know are coming.

  • 62 strategics and 41 sponsors screened for Project Cascade
  • Buyer questions answered with citations to the page
  • Analysis reports and IC memos, generated on demand
Day 10 · In Market

The mandate is live.
Your team never broke a sweat.

CIM out. Model defensible. Valuation ready for the partner meeting. Buyers ranked and teasers in flight. What took six weeks now takes ten days — and the work is stronger.

"While larger banks were still organizing files, we had already processed the entire data room and identified key value drivers. We're winning competitive mandates against firms five times our size."

Nat BurgessManaging Partner · TechStrat

"We used to choose between speed and quality. Now we deliver both. What took 6 weeks now takes 10 days, and our materials are consistently stronger."

Tyler KavanaughPartner · Rowe | Tomes Advisors

"My team spends less time on research and more time building strategic client relationships. It's been the difference between preparing deals and winning them."

Aaron SolganickCEO · Solganick & Co.
Zero data retention · Your deal data never trains anyone's model
    Deliverables AI | AI for Sell-Side M&A