For advisers
A workspace for valuation matters across your client base.
Submit valuation requests on behalf of clients, track status across multiple matters and keep every conversation in one place.
Submit on behalf of clients
Add a client record and submit a valuation request - choose whether the client is invited to collaborate.
Track status across matters
See where every request sits - matched, in discussion, quote sent, proceeded or closed.
Keep communication in one place
Threaded conversations between you, the provider and (optionally) your client.
Build a trusted panel
Identify the providers that consistently deliver for your clients and route future matters faster.
Referral & partner program
We're building a partner program for practices that regularly support clients with valuation matters. Get in touch to discuss.
Contact our partnerships team