Sell‑Side M&A Execution Platform
Seller prep and process intelligence for banker‑grade outputs—CIMs, drivers‑based models, and buyer analytics—delivered fast.
CIM draft in 3–4 weeks60–80 slidesDrivers‑based model200+ buyer universe
Two Ways to 10x Your Deal Execution Speed
Choose how you want to accelerate your M&A workflow—we handle the work for you, or you use our AI tools directly.
IMMEDIATE ROI
Done-For-You Services
Our research analysts use AI to generate your outputs
Tasks that take 24 hours → completed in 1 hour
Tasks that take a week → completed in 1 day
You review and approve, we handle execution
Bank-grade quality with experienced analyst review
No training required—immediate productivity
Popular Services:
• Sell-side sprint (CIM + model + buyers): $15K
• Process intelligence: $5K/month
Do-It-Yourself AI
Your team uses our AI platform directly
$800 per user (20 ACUs per user)
Full control over your workflow and data
100 Agent Compute Units (ACUs) included
Scalable per-user pricing, unlimited viewers
Requires some training and onboarding
Per User (20 ACUs):
• ~8 complete CIMs per month
• ~5 buyer universes per month
• ~20 comps refreshes per month
30+ hrs
Saved per deal on average
70%
Faster CIM creation
$200K+
Annual analyst cost savings
Zero
Missed deadlines
What Our Clients Say
"We cut seller prep from 6–8 weeks to 3–4. We had a 60–80 slide CIM draft, drivers‑based model, and a 200+ buyer universe ready to go—our team focused on strategy instead of grunt work."
— Managing Director, Mid‑Market Investment Bank
"The buyer universe generation alone saves us 40 hours per deal. Our analysts can focus on relationship building instead of research."
— VP, Bulge Bracket M&A
"ROI was immediate. We're closing 50% more deals per quarter because we're not bottlenecked by manual work anymore."
— Partner, Boutique Advisory Firm
Services — Sell-Side Packages
Process-ready materials, buyer management, and analytics—tuned for lower mid-market timelines.
1) Sell-Side Prep Sprint
$15,000
~3–4 weeks
Deliverables
- • Teaser, CIM draft (60–80 slides) with citations
- • Financial model — detailed revenue build with key drivers; bottoms‑up cost model by drivers
- • Customer & operational analytics and KPIs
- • Buyer universe (200+ names) with tags & contacts
- • Dataroom index + diligence request list
Timeline
Week 0
Kickoff, data & style intake
Week 1
Discovery, data ingest, early analytics
Weeks 2–3
Model build, KPI packs, buyer universe
Week 4
CIM draft & process readiness
2) Process Intelligence
$5,000
/month
Deliverables
- • Outreach waves & IOI tracker, bidder analytics & heatmaps
- • Take banker/buyer call transcripts → extract insights → weekly process memos
- • Q&A triage and answers (draft responses, coordinate owners)
How it runs
| Inputs | Outputs | Cadence |
|---|---|---|
| Buyer/banker call transcripts, email threads, Q&A questions | Weekly memo (sentiment, risks, next actions), FAQ/Q&A log, bidder heatmap | Weekly |
Add-ons (custom): QoE-lite red-flag review; fairness/solvency opinion coordination; RWI broker introductions; post-deal integration playbooks.
Software Plans
Choose the deployment model that fits your firm's requirements and scale.
TRY FREE
Cloud
$800
/user
Simple per-user pricing. Each user gets 20 ACUs. Designed for bankers running sell‑side workflows.
20 Agent Compute Units (ACUs) per user
Per-user pricing (analysts to managing directors). Unlimited viewers
100 GB secure file storage (encrypted at rest)
Data warehouse connectors: BigQuery, Snowflake, Postgres
Excel integration (bidirectional sync), PowerPoint export, Python access
Document intelligence and database connections for research
Support: Email, Slack, Teams + dedicated support analyst
Baseline onboarding included
Example: 5 users = $4,000/month (5×$800) + 100 ACUs total
Overage: $25 per additional ACU (billed monthly)
Contracts: Monthly or discounted annual with 3-month grace period
Enterprise
Custom
For banks that need scale, custom security, or private deployments.
Custom cloud / VPC / on-premise deployments
Volume ACU pricing (unmetered options available)
Expanded storage & retention policies
SSO/SCIM, customer-managed keys, advanced audit
Private model routing & custom tools/agents; banker‑friendly workflows (CIM authoring, buyer tagging, KPI templates)
Dedicated CSM, priority SLAs, quarterly reviews
Custom integrations (CRM, VDR, data vendors; Outlook/Gmail, Slack/Teams)
About ACUs (Agent Compute Units)
We meter by sessions, not tokens—so banker workflows stay predictable regardless of model mix.
What is an ACU?
1 ACU = one max-context agent working session (up to 1M tokens across model calls, retrieval/orchestration, networking, and transient storage).
Why this model?
- Predictable: budget by sessions, not raw tokens
- Flexible: we blend models/tools behind the scenes
- Fair: heavy sessions consume more ACUs
Metering rationale
We meter ACUs because the real cost includes more than tokens—compute, memory, network, vector search, monitoring—and varies by context length.
Typical ACU usage (guidance, not a guarantee)
| Task | Typical ACUs |
|---|---|
| Refresh public/precedent comps | ~1 ACU |
| Draft a complete CIM (60–80 slides) | ~2–3 ACUs |
| Generate buyer universe (200+ names w/ tags & contacts) | ~3–4 ACUs |
| Build a financial model (drivers-based revenue & costs + sensitivities) | ~5 ACUs |
| Summarize diligence/QoE redlines (≤100 changes) | ~1 ACU |
What 100 ACUs/month typically yields
Example mix: ~12 CIM drafts (60–80 slides), ~8 buyer universes, ~6 financial models, ~25 comps refreshes, plus weekly memos. Adjust mix to fit your pipeline.
Onboarding
Get up and running quickly with our baseline onboarding, or add specialized services.
Included
Baseline OnboardingIncluded with any software plan
1 agent setup (trained on your data/style)
Team training (live session or recorded)
Email/Slack/Teams access to your dedicated support analyst
Kickoff checklist
- • Data intake: historicals, exports, customer cohorts, KPI definitions
- • Style: brand guide, slide templates, voice/tone examples
- • Access: storage/warehouse, CRM/VDR, email/calendar (optional)
- • Samples: prior CIMs/teasers, buyer lists, diligence templates
Onboarding Add-Ons (optional)
| Service | Time | Price |
|---|---|---|
| Extra Agent Setup | 3–5 days | $3,500/agent |
| Data Loading & DB Integration | 5–7 days | $5,000 |
| Advanced Team Training | 1 day | $2,500 |
| Custom Style & Templates | ~1 week | $4,000 |
Premium Data Access ZoomInfo • Crunchbase • PitchBook | Ongoing | Custom |
Configure additional agents (e.g., Buy-Side, Diligence), connect data warehouses, or access proprietary datasets (ZoomInfo, Crunchbase, PitchBook).
Support, Security & Terms
Enterprise-grade support and security with flexible terms.
Support
• Email/Slack/Teams access
• Dedicated support analyst
• Enterprise: priority SLAs & named CSM
Security
• No customer data used to train models
• Least-privilege access; audit logs
• SSO/SCIM; customer‑managed keys (Enterprise)
• Data residency options available
• DPA on request
• Standard retention: 90 days (configurable on Enterprise)
Terms
• Contracts: Monthly or discounted annual
• Grace period: 3 months on all plans
• ACU overages billed at month-end
• Unused ACUs roll 1 month (50%)
Quick FAQ
Ready to Get Started?
Join leading finance firms who are already using Patterns to eliminate grunt work and focus on what matters—deals, relationships, and value creation.