Every new deal starts with everything your previous ones taught you — which buyers paid a premium, which contact opened the door, why a process collapsed at the eleventh hour. And none of it leaves when someone does.
Pain confirmed across 10+ M&A boutiques · 100h saved per info memo
An M&A boutique lives on judgment and relationships. Every mandate produces irreplaceable knowledge — but almost none of it gets structured. It lives in the heads of whoever ran the deal.
Knowledge doesn't accumulate. Every new analyst starts from scratch and repeats research that was already done.
They take their contacts and relationships — the firm's most valuable assets — because they were never written down anywhere.
"We pitched buyer Z, they passed on price." That lesson is gold. Without structure, it disappears with the project.
"Always trying to remember who might be interested in this." One sentence from a firm that described the problem exactly.
Not a CRM. Not a document library. A connected, navigable memory — deals, buyers, sectors, geographies, contacts and comparables, linked the way a banker actually thinks about them.
Without SELA, this connection was never written anywhere. It left when Juan did.
The graph retained it.
Everything — documents, matching, outreach — tagged to a mandate. When it closes, it graduates to Deal and enters memory with its final multiples.
Two deals are similar if they share sector, country and EBITDA band — a graph traversal, always current. Combined with vector similarity and recency.
Legal requirement, not a feature. Active mandates are isolated by team. Closed deals form the shared memory — that's the moat.
Your firm uploads its template once. SELA fills each section from the graph and financials. Section-by-section human review before export.
Runs inside your walls. Your data never leaves your infrastructure. Not a cloud subscription — an appliance that is yours.
The LLM proposes; the banker confirms before anything writes to the graph. You stay in control of what the firm's memory says.
Onboarding session: your past 50–100 deals are extracted from old dossiers via guided forms. The LLM proposes; you confirm. Two to three sessions. Your memory, finally structured.
New mandate comes in. SELA surfaces the 3 most similar closed deals, the buyer profiles that matched them, and the contacts who made the introductions — including ones who left the firm.
Your firm's template, filled from the graph. Section by section, with your review before export. The document goes to Word or PowerPoint. Copilot can polish it from there.
When the mandate closes, it graduates to Deal with final multiples. Even a failed process teaches: "We pitched buyer Z, they passed on price." That lesson is now in memory.
A mid-size boutique spends six figures a year on info memo preparation alone — partner and analyst time, not just juniors. That's the number SELA replaces, not a software line item.
A practical guide for M&A boutique partners. No theory. No vendor pitch. Just the five structural knowledge leaks that compound deal after deal — and what it would take to stop them.
Request a private demo and we'll send you the guide immediately — no strings attached.
Request demo & get the guide →A 30-minute session. No deck. Just the product — and the guide in your inbox.
A 30-minute live session. One screen. The graph responding: "This lead resembles these three deals you closed, the buyer who matched was this profile, and here's the contact who opened the door — even though they left in 2024."