Investment banking & M&A advisory.
Pitch books assembled, buyer lists built, comps kept current. Analysts stop re-keying. Bankers stay in front of clients.
What deal teams run on Hive
- Buyer and target screening
- Teaser and CIM drafting
- Data room review
- Financial model updates
- Q&A tracker management
- Process letter follow-ups
- Comparable transactions
- Closing checklist tracking
- Pitch book preparation
- Buyer and target screening
- Teaser and CIM drafting
- Data room review
- Financial model updates
- Q&A tracker management
- Process letter follow-ups
- Comparable transactions
- Closing checklist tracking
- Pitch book preparation
Pitch books built, not rebuilt.Processes run, not remembered.
Autonomy is earned, not switched on.
Every use case starts on a rung you choose. Each approval teaches Hive the boundary. As approvals become routine, the work moves up a rung, within limits you set and can pull back at any time.
Connect your deal data
CRM, data rooms and market data in one governed workflow, pitch to close.
Use case examples. A sample of the work Hive takes over. The full map is drawn with your team in week one.
Pitch books are rebuilt from scratch at 2am the night before.
+Hive assembles the pitch book from the firm's template: credentials pages, comps, precedent transactions and market slides, with every figure refreshed and sourced, ready for the deal team to shape.
Running a sell-side process is NDA logs, distribution lists and bid tracking held in one analyst's head.
+Hive runs the process: logs NDAs, distributes teasers and CIMs, tracks who has what, manages data-room access and Q&A, and keeps the bid tracker and process letter deadlines current.
Buyer and investor lists are built by hand and outreach isn't tracked.
+Hive builds the target list from strategic fit, prior interest and the firm's relationships, tiers it, drafts the outreach for banker approval, and logs every response.
Comps and precedents are stale the moment the book is printed.
+Hive refreshes trading comps and precedent transactions from the data provider on schedule, flags material moves, and updates the firm's master sets.
Deal notes and call summaries never make it into the CRM.
+Hive turns calls, meetings and email threads into structured deal and contact notes, updates DealCloud, and drafts the weekly process update for the client.
Engagement letters, retainers and success fees are tracked on a spreadsheet.
+Hive drafts engagement letters from the mandate, tracks retainers and milestones, raises the invoice on close, and chases what's outstanding.
Credentials and tombstones are out of date the moment a deal closes.
+Hive updates the credentials library, tombstone pages and website entries on close, in the firm's format, for approval.
MDs can't see every live mandate, stage and fee at a glance.
+Hive maintains a live view of mandates, process stage, fee pipeline and staffing, and briefs the MDs on Monday.
The CIM takes three weeks of analyst nights and still leans on last year's numbers.
+Hive drafts the teaser and CIM from the management pack, the model and the data room, in the firm's format, with every figure tied to its source and updated when the numbers change.
Management sends new numbers and the model, the book and the buyer Q&A all go stale at once.
+Hive takes the updated financials, refreshes the model and every dependent page, redrafts the affected Q&A answers, and shows the deal team exactly what moved and why.
Noted.
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