The cockpit boutique
M&A firms run on.
Pipeline, drafting, buyer intelligence, and billing in one workspace. Replace DealCloud + Datasite + Affinity + Excel with a single AI-native platform built for firms of 5–30 people.
Grounded in the sources your firm already trusts
- PitchBookDeal data
- S&P Capital IQComparables
- SEC EDGARFilings
- CrunchbaseCompanies
- MergermarketPrecedent
Platform
Built for the full deal lifecycle.
Every module is purpose-built for how boutique M&A firms actually work — not retrofitted from generic CRM.
Deal Workspace
One URL per mandate. Buyer list, documents, drafts, deadlines, time, and billing — tied to a single deal, not scattered across five tools.
AI Associate
Drafts CIMs, teasers, IOIs, and personalized buyer outreach grounded in your firm's past deals and the current data room. Every claim cites a source.
Buyer Intelligence
AI-ranked buyer suggestions per deal — pulled from PitchBook, SEC filings, and your firm's prior interactions. Outreach status tracked per buyer.
Time + Retainer Billing
Time auto-tracked from calendar and Slack. Retainer invoices generated monthly. Success-fee calculation on close. No more spreadsheet billing.
How it works
Three steps. One workspace.
- 01
Connect your stack
Sync calendar, email, and existing data room. Loov indexes your firm's past deals into a private, AI-ready knowledge base.
- 02
Open the deal
Every mandate gets a single workspace: buyer list, documents, drafts, deadlines, billing — tied together.
- 03
Let the Associate draft
CIMs, teasers, IOIs, buyer outreach — drafted by AI grounded in your data. Every claim cites a source. You edit. You ship.
Pricing
Firm-level pricing.
No per-deal fees.
One subscription covers the whole firm. Annual contracts get 17% off.
Starter
For founding teams of 1–5
3 seats included
Talk to sales- Up to 5 active deals at a time
- AI Associate — CIM, teaser, IOI drafting
- Document auto-tagging
- Basic buyer intelligence
- Email support
Practice
For growing firms of 6–15
10 seats included
Talk to sales- Unlimited active deals
- Everything in Starter
- PitchBook + Capital IQ integration
- Advanced buyer intelligence
- Time tracking + retainer billing
- Firm-wide deal library
- Priority support
Firm
For established firms of 16–30+
25 seats included
Talk to sales- Everything in Practice
- Custom integrations
- SOC 2 documentation
- Dedicated account manager
- SLA + 99.9% uptime
FAQ
Common questions.
- How is Loov different from DealCloud?
- DealCloud is enterprise CRM at $50K–$150K/year that takes months to implement and only covers pipeline. Loov is the full deal lifecycle — pipeline, documents, AI drafting, buyer intelligence, and billing — for $12K–$60K/year, set up in a day.
- Is my data secure?
- Yes. Per-tenant isolated data in encrypted Postgres. Documents stored in SOC 2 compliant S3. We never use your data to train external models. SOC 2 Type II in progress.
- How does the AI drafting work?
- Loov retrieves relevant chunks from your firm's past deals and the active data room, generates a draft grounded in those sources, and cites every claim with a chunk ID. A second-pass verifier checks every claim is supported by its citation before serving.
- Do you integrate with PitchBook and Capital IQ?
- PitchBook integration available on Practice and Firm plans (bring your own API key). S&P Capital IQ integration on Firm plan.
- What does onboarding look like?
- After a demo and contract, our team imports your existing deal data, configures buyer lists, and runs your team through the platform live. Typical onboarding is one week, not one quarter.
- What's your refund policy?
- 14-day pilot included with every annual contract. Monthly contracts are pay-as-you-go and cancel anytime. Annual contracts get 17% off the monthly rate.
Ready to give your analysts back their week?
Book a 30-minute demo. We'll show you the workspace, the AI Associate, and how Loov replaces 4 tools at a fraction of the cost.