KamiSource for M&A Advisory
Run multiple mandates with structure, curate buyer lists, share confidential documents safely.
What Advisors Struggle With
Multiple Mandates in Parallel
Keep data, buyer lists, and VDRs cleanly separated per mandate, without IT effort.
Keep Buyer Lists Current
Buyer lists go stale fast, without structured upkeep.
Keep Clients Transparent
Clients expect status on demand, not weekly PowerPoint marathons.
How KamiSource Works
From investment thesis to closing, in three steps.
Define Your Thesis
Describe your investment thesis in plain language. KamiSource understands sectors, regions, sizes, and deal logic.
Surface Targets
Conversational AI scans multiple data sources and returns matching targets, not keyword hits.
Close the Deal
Pipeline, VDR, meetings, and CRM sync on one platform. Every step from outreach to closing documented.
Built for Confidential Deals
Swiss company, EU hosting, end-to-end encryption. Compliance is not an add-on.
GDPR & Swiss FADP
Fully compliant with both data protection frameworks.
EU/CH Hosting
Data does not leave the European Economic Area.
Encrypted & Audited
Encryption in transit and at rest, with a full audit trail.
Swiss Privacy Gateway
Deal data is anonymized in a Swiss gateway.
Frequently Asked Questions
Answers for M&A advisors.
How does KamiSource help M&A advisors?
KamiSource runs multiple mandates cleanly separated: one pipeline per mandate, curated buyer lists, and a dedicated data room, with no IT overhead and full confidentiality.
Can I run multiple mandates in parallel?
Yes. Data, buyer lists, and data rooms stay separated per mandate, each with its own access controls. That lets you run any number of mandates in parallel without anything getting mixed up.
How do I keep buyer lists current and clients informed?
Buyer lists are maintained in the pipeline instead of stale spreadsheets, and your client sees the status at the click of a button, without a weekly reporting marathon.
Walk Through Your Use Case
We will show you what a mandate or fund setup looks like in KamiSource.