Set up the mandate and user roles
Capture the company, transaction and advisor information once in the mandate profile. Assign separate administrator, investor and client roles so each participant sees the appropriate workspace.
Product tour
One platform for the complete M&A mandate
Follow an end-to-end M&A and capital raising mandate from initial setup and financial analysis through valuation, transaction documents, counterparty search, outreach, NDA access and secure deal management.
Overview 1 of 11
Mandate profile and roles
Create the mandate workspace and define access for administrators, investors and clients.
What the tour covers
Eleven functions with a clear role in the process
Analyse financial performance
Review AFS data, revenue, EBITDA, cash flow and historical trends in one financial analysis. Use the operating view and cash flow Sankey to identify the drivers that support valuation and investor materials.
Compare listed company metrics
Use listed company comparables to benchmark the target against selected peers and sector medians. Compare growth, margins and valuation metrics in tables and a visual spider chart.
Build the valuation analysis
Compare DCF, Enterprise Value, EV/EBITDA, trading multiples and transaction multiples. Present the valuation range consistently in the advisor's analysis and transaction documents.
Generate a blind M&A teaser
Create a concise, non-identifying teaser with investment highlights, transaction rationale and key financial indicators. The advisor controls the wording and can use optional AI assistance or draft it manually.
Build the Information Memorandum
Structure the company, market, financial and transaction story in a consistent CIM or Information Memorandum. Reuse approved mandate data to reduce duplication between analysis and presentation materials.
Identify strategic buyers
Build a buyer search around horizontal, vertical and adjacent strategic acquirers. Review candidates by sector, geography and strategic rationale before adding them to the outreach shortlist.
Identify financial investors
Search for relevant private equity investors, venture capital funds, family offices, HNWI and sovereign wealth funds. Match potential investors to the mandate's stage, ticket size, sector and geography.
Run outreach campaigns
Review the buyer or investor shortlist, send concise introductions and track engagement and next actions. Confidential documents stay inside the controlled workspace rather than travelling as email attachments.
Present the opportunity under your brand
Give counterparties a consistent branded entry point to the mandate. Use a Pro workspace at yourfirm.mna4.me or an Enterprise full white-label environment on the advisor's own domain.
Manage NDA access, documents and Q&A
Control pre-NDA and post-NDA access to the secure document room and VDR. Apply role permissions and watermarks, review activity and manage counterparty questions throughout the deal process.
See the workflow in a confidential walkthrough
Discuss your requirements, branding and one-week portal setup.
Book a 30-minute walkthrough