The proposal assembled from the last proposal. The model rebuilt to the same conventions. The teaser, the IM, the engagement letter, reworked from versions that already exist, by people who cost a fortune per hour. We help your team start from 80% instead of a blank page, in your firm’s exact style, with partners reviewing every word.
For boutique advisory, consulting, M&A, and corporate finance firms where senior time is the product.
None of this is the work clients pay for. It’s the drag around it, and it scales only by burning more senior hours.
The mix depends on the firm; the audit decides. Every output keeps a partner in control: the system drafts, your people approve.
Proposals and recurring documents assembled from your approved content, for a partner to edit rather than write.
It has read your past work and answers with the source, so the knowledge no longer lives only in a partner’s head.
Built lean, to your conventions and templates, so the repetitive scaffolding stops eating senior time.
First-draft time cut sharply (measured on your files), more senior time on client work, consistency at higher volume, less dependence on the few who know where everything is. Built on real advisory workflows: process automation across M&A and due-diligence work (JB Partners) and internal AI assistance across an industrial holding (AXXERON).
Advisory work is confidential by nature. We build to match.
Your data stays local: EU and German hosting for European clients, US-region hosting for US clients. Never silently shipped elsewhere.
No training on your data (in the AVV), and a partner approves before anything reaches a client. The system drafts; your people decide.
Book a 30-minute intro call. We’ll tell you honestly whether there’s a credible case, and outline the audit if there is.