For Advisors
Get your week back from deal admin.
Fintalo runs the outreach, tracking, and paperwork of an M&A process, so your team spends its hours advising, not updating spreadsheets.
One system for the whole deal
One piece of software runs the whole deal.
Invite your client and external advisors, connect the tools you already use, and keep every contact and company in one shared record.
Companies
142
Contacts
318
Active Deals
6
NDAs Signed
24
Pipeline by stage
Your company brain
Every deal, contact, and company — in one brain.
Not spread across people's heads, inboxes, and spreadsheets. Your whole pipeline, team, and agents in one place.
Active Deals
6
Companies
142
Contacts
318
Deal pipeline
Project Comet
Sell-Side
Jordan prepping pitch deck
Project Atlas
Buy-Side
Project Orion
Sell-Side
Jordan drafting teaser
Project Falcon
Sell-Side
Jordan drafting NDA
Project Nova
Debt Advisory
Billing
Team capacity
Team & agents
Deal Builder
Set up a deal in minutes, not weeks.
Pick a deal type, choose your stages, describe the deal — Jordan does the rest in the background.
What kind of deal is this?
The other side of the deal
What the other side actually sees.
Every counterparty gets their own portal — a private link, not a shared inbox.
Confidential teaser
Project Falcon
A profitable, founder-led business in a durable niche, seeking a strategic partner for its next chapter.
Revenue
€15–20M
EBITDA margin
18–22%
Region
DACH
Are you interested in learning more?
From an advisor on Fintalo
“As we build CDI Global Germany, we want our internal infrastructure to reflect how modern M&A advisory should work: relationship-driven, process-oriented and tech-enabled. Fintalo helps us create a single source of truth for our deal activities and supports us in running mandates more efficiently and transparently. We also value the constructive cooperation with the Fintalo team, working together in a way that helps both sides grow intelligently.”
Thomas Lehmann
Managing Partner, CDI Global Germany
Time savings calculator
See what Fintalo gets back for your team.
Drag the sliders to match how your desk works today.
Hours saved per year
600
Value of time recovered
$90K / year
That's about 15 work-weeks back for your team.
See how we get you thereIllustrative estimate based on typical deal-admin time, not a guarantee.
What changes for an advisory team.
Directional estimates based on how advisory teams run mandates today — not audited figures.
Saved per week
15h
Hours a lead advisor gets back once outreach, tracking, and prep run themselves.
Faster qualifications
60%
Faster to confirm a buyer is a serious, qualified fit before your team spends time on them.
Mandates run
3x
More mandates a lean team can run at once, without adding headcount.
Follow-up rate
2x
More buyer follow-ups that go out on time instead of slipping through the cracks.