M&A Advisory
Pitch books, fairness opinions, sell-side process. End-to-end mandate.
FOR CONSULTANCY
Engagement quality, repeatable.
AI implementation for M&A advisory and strategy consultancy. Pitch books, fairness opinions, decks. Audit-ready by default.
30-minute discovery call. No demo, no pitch deck.
Engagement quality depends on who is staffed that week.
The same firm. The same Cowork workspace. Two associates. Two completely different pitch books. We close that gap.
The work
Without Leopoldo
With Leopoldo
Pitch books
Pitch books
Each associate structures pitch books differently
Every pitch book follows the firm template
Fairness opinions
Fairness opinions
Fairness opinions depend on who is writing
Fairness opinions follow a proven structure
Knowledge
Knowledge
Knowledge walks out with senior associates
Process is codified, captured for reuse
Mandate learnings
Mandate learnings
Engagement learnings lost between mandates
Knowledge base captures patterns across deals
Junior ramp-up
Junior ramp-up
Junior consultants reinvent decks every time
Junior consultants reuse senior patterns
What we compose for a typical advisory boutique.
Five core domains compose the engagement backbone. Two more added based on practice areas (sector research, regulatory).
Core composition · 5 domains
Due Diligence
Financial, commercial, legal DD. Structured outputs across every associate.
Document Generation
CIMs, IMs, term sheets, decks. Brand-templated, audit-trailed.
Knowledge Base
Lessons learned, mandate patterns, decision logic. Reusable across engagements.
Reporting & Templates
Branded report generation. PowerPoint, Word, Excel, PDF. Distribution-ready.
Optional · added by fund strategy · 2 domains
Market Research
Competitor scans, sector deep-dives, M&A activity tracking. For sector practices.
Compliance & AML
KYC, sanctions screening. For regulated mandates only.
Composition discussed and tailored during the discovery call. Pricing reflects which domains and depth of customization.
How a typical week looks.
Three concrete moments. The same week, the same team, before and after Leopoldo.
Pitch book due Friday
BEFORE
Last Friday: brief from partner. Tuesday: 3 associates building from scratch. Wednesday: revisions. Thursday night: scramble. Friday morning: half-finished.
WITH LEOPOLDO
Brief feeds the workflow. Tuesday afternoon, draft ready. Comparables auto-pulled, structure follows firm template, partner edits Wednesday. Sign-off Thursday.
Fairness opinion handoff
BEFORE
Lawyer back-and-forth on assumptions. Three rounds of clarification emails. Final draft sits in inbox limbo for two days.
WITH LEOPOLDO
Assumptions tracked in workflow. Lawyer reviews structured output. One round of edits, signed off Wednesday. Audit trail attached.
New mandate kickoff
BEFORE
Junior associate starts from zero. Reads three previous deals manually. Misses the firm pattern. Spends the first week reinventing.
WITH LEOPOLDO
Knowledge base surfaces relevant precedents instantly. Associate sees the pattern. Spends week one delivering, not researching.
POWERED BY
The Leopoldo framework.
Eighteen months of proprietary IP. Codified expertise, orchestrated agents, quality gates by design. Purpose-built for Claude Code and Cowork in regulated finance.
Read about the frameworkBuilt for how advisory firms actually work.
Data sovereignty
Deploys inside your Cowork workspace. Your data never leaves your control.
Audit trail
Every output carries a complete decision trail. Every reasoning step is traceable.
Quality gates
Phase, Doc, Security gates block risky outputs at source. Bad output never reaches users.
EU data residency
Servers and backups in Frankfurt. No data leaves the EU. By design.
TALK TO US
Talk to us about your engagements.
30-minute discovery call. No demo, no pitch deck. A conversation about your engagements: what scales, what depends on heroics.