How It Works
The fastest, easiest way to access industry expertise
Putting You In Control
A few basic pieces of information are all that's needed to create a deal and build a bench of experts
SEARCH & ADD EXPERTS
Search by industry, keywords, title, and more. Quickly add experts to your deals. It's never been so easy
Message within the platform. Schedule & connect via Zoom™. Transcriptions also available
We provide access to relevant, high-quality experts, which transforms our clients from being a tourist to being a local on deals. We put investors in control of their expert relationships.
Our expert search and match technology works 24/7. Clients trust the depth and breadth of our coverage in conjunction with our relevance algorithms to ensure they always find the right experts for every phase of their deals.
The process is intentionally simple (yet powerful).
Log in, create a deal, find the right expert, and connect through our portal. Work directly with the experts, no middleman or infuriating back-and-forth on qualifications or scheduling. We encourage our clients to own the expert relationship; we facilitate connections and stay out of the way.
Once you’ve scheduled your call we facilitate everything. We automatically schedule and initiate the audio or video. There is also an option to record and transcribe the call so you can focus on the call and skip the frantic note-taking.
When the call is complete, we facilitate payment to the advisor on your behalf.
Fast, easy, transformative to your diligence!
Pushed for time? We've got your back
We know deal teams can get busy and may need to 'throw requests over the wall'.
When time is at a premium, we’ve got you covered with our dedicated service option. Our team can extend your reach and source experts on your behalf.
Upload deal books into your secure account and we’ll get ahead of the curve, lining up experts for you.