For Advisors & Intermediaries

Every mandate.
One platform.

Source deals, build outreach campaigns, manage data rooms, and track pipelines across every client mandate. One platform for placement agents, investment bankers, and fund formation advisors.

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Deal Flow

Your pipeline, visualised.

Deals progressing through your pipeline
12
Sourced
7
Pitched
4
Data Room
2
Closing
1
Fee Earned
Key Features

Tools built for
multi-mandate advisors.

Investor Search & Outreach

AI-powered investor identification and multi-language outreach campaigns. Clara drafts emails, manages your CRM, and tracks every interaction across mandates.

Virtual Data Rooms

AES-256 encrypted rooms with granular access controls, watermarking, and download tracking across all your mandates.

NDA & Document Drafting

Gaio drafts NDAs, engagement letters, and term sheets across 26 jurisdictions. Review, negotiate, and execute in-platform.

Deal Pipeline Tracking

Kanban-style pipeline from origination to close with stage gates, probability scoring, and automated alerts.

Fee & Commission Tracking

Mila models placement fees, retainers, and success fees across clients. Track accruals, calculate commissions, and generate invoices.

Multi-Jurisdiction Compliance

Cayman, BVI, Luxembourg, Singapore, DIFC, UK, US, and 20+ frameworks. Gaio maps regulatory requirements automatically.

AI Agents

Five agents.
Saving you time.

Clara
Clara
Operations Lead
  • Builds and manages outreach campaigns
  • Orchestrates data rooms for multiple mandates
  • Tracks deal pipeline across clients
  • Coordinates scheduling with all parties
Gaio
Gaio
General Counsel
  • Drafts NDAs and engagement letters
  • Reviews term sheets and side letters
  • Maps regulatory requirements per jurisdiction
  • Negotiates contract clauses on your behalf
Lucio
Lucio
Investment Principal
  • Screens targets and builds deal profiles
  • Runs valuation models and comparable analysis
  • Generates investment memoranda
  • Provides sector and market intelligence
Mila
Mila
Finance Principal
  • Models placement agent fees and waterfalls
  • Tracks fundraising progress and commitments
  • Generates financial reports for clients
  • Calculates carried interest allocations
Livia
Livia
Executive Assistant
  • Schedules investor meetings and roadshows
  • Drafts outreach emails in multiple languages
  • Manages travel for conferences and site visits
  • Prepares briefing notes for every meeting
Workflow

From mandate
to close.

STEP 01
Onboard & Verify

Create your advisor workspace and verify your identity. Receive your TIN and set up your first mandate.

STEP 02
Set Up Mandates

Create separate workspaces for each client. Gaio drafts engagement letters and NDAs. Clara sets up the data room.

STEP 03
Source & Screen

Lucio screens targets. Clara builds investor lists, launches outreach campaigns, and Livia schedules meetings.

STEP 04
Execute & Close

Gaio negotiates terms. Mila models fees. Clara manages the data room through due diligence and tracks commitments to close.

Get Started

Ready to launch
your next fund?

Request access and our team will set up your GP workspace. No commitment required — see the platform in action with your own fund structure.

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