AI-Native Technology for Modern Advisory Practices
Financial Advisory
Help prepare clients for transactions and connect them with aligned specialists—securely, efficiently, and without entering M&A work.
Support Transaction Preparation, Seamlessly
Securely prepare your client and resolve gaps and likely questions before introducing them to M&A, Legal, or Tax specialists.
Secure Document Intake
Upload business documents, annual reports, and financial statements—or invite your client to add them directly.
Gap Identification
Flags missing information, inconsistencies, and likely due-diligence questions.
Issue Resolution
Assists you in resolving flagged issues via the integrated chat; once validated, the system updates the materials automatically.
Strengthen early-stage guidance without entering M&A work.
Deal Origination via Nexus™
With an AstrisNexus licence, your Financial Advisory firm is positioned to receive introductions to well-prepared mandates—curated to match the preferences defined in your firm profile.
Identify Aligned Specialists, Confidently
Use curated intelligence across thousands of advisory firms to identify the right M&A, Legal, and Tax specialists for your client’s situation.
Curated Advisor Matching
Shortlists specialists based on sector, size, region, ownership structure, and transaction strategy.
Structured Introductions
Facilitates NDA-gated introductions on-platform, so all materials remain securely stored without the need for email exchanges.
Audit Trail of Engagement
Maintains a verifiable audit trail of invitations, NDA acceptances, and engagement status.
Facilitate confidential client introductions with the right people.
Rigorously Profiled European Advisory Firms
Leverage our intelligence layer of hundreds of firms—enabling fast, accurate deal team alignment.
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