Loov
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For boutique M&A advisory firms·5–30 person shops

The cockpit your
firm actually runs on.

Pipeline, drafting, buyer intelligence and billing in one workspace. The AI Associate writes your CIMs. grounded in the active data room — every claim cited and verified.

Request a demoSee how it works
Active mandate
Project Atlas
Vertical SaaS · $80M EV · 12 buyers contacted · 3 IOIs in
On track
Documents
47
+6 wk
Buyers
212
AI-ranked
Drafts
9
in review
Time logged
84h
this wk
CIM · Business overview
AI draft
Helmsley is a vertically-integrated SaaS platform serving mid-market construction firms across the US and Canada, with $34M ARR growing 47% YoY.
cited · doc-12:4cited · doc-7:18
Top buyers
  • Aldrin Capital
    PE
    98
  • Brookhaven
    PE
    94
  • Vermillion
    Strategic
    91

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

Every mandate, one URL.

Buyer list, documents, drafts, deadlines, time and billing tied to a single deal — not scattered across five tools.

  • Per-deal data room — every doc readable by the AI Associate
  • Stage-aware pipeline from sourcing to close
  • Time + retainer + success-fee billing in one place
Deal pipeline
Q2 2026
Sourcing
Project A
$20M
Project B
$31M
Project C
$42M
Project D
$53M
IOI
Project D
$53M
Project E
$64M
LOI
Project G
$86M
AI associate

Drafts that cite their sources.

CIMs, teasers, IOIs and personalized buyer outreach — drafted in seconds, grounded in the active data room.

  • Every claim linked back to a source document
  • Second-pass verifier rejects unsupported claims
  • Five CIM sections, teaser, IOI letter, outreach — one click each
CIM · Business overview
Drafting…

Helmsley is a vertically-integrated SaaS platform serving mid-market construction firms, with $34M ARR growing at 47% YoY and 112% net dollar retention.

cited · doc-12:4cited · doc-7:18cited · doc-22:1
Tokens
4,212
Citations
14 / 14 ✓
Time saved
~6.5h
Buyer intelligence

Know who to call before the kickoff.

Claude with live web search finds 15-20 specific buyer candidates per deal — ranked by fit and cited with recent deal activity. Outreach status tracked per buyer.

  • Fit score 0-100 with one-line reasoning per buyer
  • Recent acquisitions and fund closes cited inline
  • One click to add a candidate to your outreach kanban
AI buyer ranking · Project Atlas
212 total
  • 98
    Aldrin Capital
    PE · Mid-market
  • 94
    Brookhaven
    PE · Growth
  • 91
    Vermillion
    Strategic
  • 87
    Crescent Cove
    PE · Buyout
Billing

Retainer + success fees, on rails.

Log billable time per deal, generate retainer invoices monthly, and calculate success fees on close. No more spreadsheet billing.

  • Per-deal time entries with kind + billable flag
  • One-click monthly retainer invoice from logged hours
  • Success-fee calculation from your bps schedule on close
Invoices · April
Auto-generated
Line item
Amount
Monthly retainer
Apr 2026
$28,000
Project Atlas · success
On close
$1.2M
Project Bermuda · pilot
Apr 2026
$12,000
Total invoiced this month$1,240,000

How it works

Three steps.
One workspace.

  1. 01Step

    Upload the data room

    Drop in CIM source material, financials, and any docs you have. Loov reads every PDF, DOCX and spreadsheet — instantly searchable by the AI Associate.

  2. 02Step

    Open the deal

    Every mandate gets a single workspace: buyer list, documents, drafts, deadlines, billing — tied together.

  3. 03Step

    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.

From a partner at a 14-person firm

“Loov collapses our DealCloud, Datasite, Affinity and three spreadsheets into one workspace. My associates got their weekends back.”

Managing Partner
US sell-side advisory · $50M–$300M EV deals
  • 6.5h
    average time saved per CIM draft
  • 4 tools
    replaced for a typical 12-person firm
  • 1 day
    to onboard your first deal

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

$999/firm/month

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
Most popular

Practice

For growing firms of 6–15

$2,499/firm/month

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+

$4,999/firm/month

25 seats included

Talk to sales
  • Everything in Practice
  • Custom integrations
  • Compliance support & DPAs
  • Dedicated account manager
  • SLA + 99.9% uptime

FAQ

Common questions.

  • 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.

Give your analysts
their week back.

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.

Request a demoView pricing