For Sell-Side & Buy-Side M&A Advisors
Send your client a link. Get a structured deal package back — with the CIM math already done.
Your client uploads financials and operational docs to organized sections — no account, no training. Every file is tagged, summarized by AI, and queryable. Prep CIMs from structured data. Answer buyer questions in minutes. Move deals through process without the analyst grind.
Built for every engagement
Whether your client is a first-time seller or a sophisticated corporate development team.
Advisory engagements span the full range. Some clients have never sold a business; others are running their tenth divestiture. Vetting Vault works the same way for both — and gives you a structured engagement file plus AI analysis that compresses the analyst work regardless of client sophistication.
Institutional VDRs were built only for Fortune 500 M&A. Generic file-sharing was built only for transfer. Vetting Vault is the platform that gives you request-first intake, structured ingestion, and AI analysis — three layers that work whether you’re representing a $5M sell-side or a $250M buy-side.
One example of range
A 75-year-old seller on a deal we’re running figured out how to upload documents, write responses, and use the more advanced features — without any prompting.
That same person can’t use his Google Calendar.
The same platform — same intake, same knowledge base, same AI layer — runs engagements between sophisticated teams the same week. The product adapts to who’s using it.
Step one
Send the client a link. They upload to the right sections.
The diligence list is the interface. The client sees exactly what’s being asked of them, with each item in its own slot. No folder hierarchy to navigate, no passwords to forget, no email threads to lose.
What your client sees
- A clean, sectioned upload portal — no account required
- Each diligence item in its own labeled slot
- PDF templates attached where helpful (NDA, seller disclosure)
- Real-time confirmation that uploads succeeded
- Resume from any device — no app to install
Before and after
Email-based advisory
With Vetting Vault
Email the client a 50-item document list
Send one intake link with organized sections
Chase the client for two weeks while they hunt through files
Client uploads to the right slot — you see it instantly
Maintain a Q&A spreadsheet across multiple buyer threads
Structured Q&A workspace with answer versioning and citations
Manually pull figures out of every financial PDF to build the CIM
AI extracts financials as soon as the client uploads
Buyer asks for a metric you haven't calculated — scramble for hours
Ask Deal AI to compute it from the uploaded financials — minutes
Three separate buyer data rooms to maintain in parallel
Share request-list views via secure links — one source of truth
Why advisors choose this intake model
Purpose-built for moving deal materials from your client into a workable package — without making the client learn anything new.
No Account for the Client
Your seller — typically a first-time seller — just clicks the link and uploads. No signup, no passwords, no "how do I use this" call.
Organized by Workstream
Financial, legal, customer, HR — each diligence category has its own slot. Client doesn't have to guess where things go.
Real-Time Progress on Every Engagement
See exactly what's complete across every client you're running. Spot the ones stalled before they fall behind.
Automatic Notifications
Get pinged when clients submit, when buyers access, when something changes. No checking email constantly.
Secure & Compliant
Email verification, link expiration, watermarking, full audit logs. SOC 2 compliant for sensitive deal materials.
Import Your Existing Diligence Lists
Already have a standard list in Excel or Word? AI structures it into an intake template in minutes — and saves it for next time.
Step two
Every document gets understood, not just stored.
Because every file entered through a specific diligence item, the platform already knows what it is. Three years of P&Ls arrive tagged as P&Ls — not as Financials_FINAL_v3.pdf. That structure is what folder-based VDRs can’t give you.
Tagged to purpose, not to folders
Every document associated with the diligence item it answers. The system knows this is the 2024 customer list because the client uploaded it to the “Top Customers” slot — not because someone got the filename right.
Text, tables, and images extracted automatically
PDFs, scans, and images processed on upload. Financial tables pulled out as structured data. The whole deal package becomes searchable — and ready for the analysis layer.
The request list is the engagement file
Live progress tracking built in. Always know exactly which items are complete, pending, or blocked — across every client you’re running.
An engagement file in Vetting Vault — every document attached to the diligence item it answers.
The analyst work, done on the documents.
When every document arrives structured, the AI can do real work against it. Not chatbot Q&A — actual analysis on the financials and contracts your team would normally rebuild by hand, with every output cited back to the source.
CIM math, pulled from the financials
Revenue, EBITDA, gross margin, balance-sheet line items extracted from every P&L, tax return, and bank statement. Three years compared side-by-side, ready for the CIM.
No more associate-night rekey of PDF financials.
Cross-document reconciliation
Compare revenue on the tax return to the P&L. Match bank deposits to reported income. Spot add-backs that don’t flow cleanly. Catch the gaps a buyer’s QofE firm will catch — before you send the materials out.
Every number cited back to the source PDF.
Answer buyer questions in minutes
“What’s the customer concentration trend?” “Walk through the working capital swing in Q3 2024.” The agent reads the docs in your deal and answers in plain English, with source citations you can hand to the buyer.
Confidence pills + source citations on every answer.
Period
Jan – Dec 2025
Revenue
$20,611,692.09
Gross Profit
$20,598,892.09
Operating Income
$3,757,680.85
Net Income
$3,773,127.49
Profit and Loss statement for ACME, Inc. for January–December 2025, showing $20.6M in revenue and $3.77M in net income.
2025 revenue across the three sources:
AI assists. Your judgment runs the deal.
Every AI output shows its sources, flags low-confidence extractions for review, and stays inside the engagement. Strategy, valuation, and negotiation stay with you. The platform just removes the hours of manual data work that come before the judgment call.
Both sides of the engagement
Whether you’re representing the seller or the buyer, the workflow runs through the same structured backbone.
Sell-Side Advisory
Full sell-side representation — valuation, marketing, buyer process, negotiation, close. Vetting Vault runs the operational backbone so you can focus on price and terms.
How it works
What you get
Buy-Side Advisory
Help your buyer client diligence faster and smarter. The platform turns the seller's data room into structured, queryable knowledge — and AI surfaces the answers your client needs before the negotiation table.
How it works
What you get
What advisors say
“We run sell-side processes for $5M to $40M businesses. Our clients are first-time sellers — they don't know how to organize a data room. The intake-link flow means they can actually do it themselves, and the AI summaries on their financials cut our CIM prep in half.”
Managing Director
Boutique M&A Advisory
“On the buy-side, I love being able to ask the AI to reconcile revenue across years or pull customer concentration. It used to be the first week of diligence to get those answers. Now it's the first hour.”
Partner
Buy-Side Advisory
SOC 2 ready
Full audit trail, version history, encrypted at rest and in transit. Watermarked share links for buyer access. Built for the trust standards your clients expect.
One pays, the rest collaborate free
Your team, the client, attorneys, accountants, buyers — everyone collaborates in the same engagement file. Only deal admins pay.
Notifications, not nagging
Clients get nudges on what’s outstanding. You get pinged when documents arrive or buyers access. Nobody has to chase.