The Process
A Transaction That’s Boring
Deal Agents
Agents do the boring work.
canvas · project-meridian
1/5
Banker watching
1Intake
Docs · NAV
2Pricing
Comps · Range
3Match
Mandate · Buyers
4Bids
Round · Winner
5Close
SPA · Wire
K-1LPACapQ4
Intake
Pricing
Match
Bids
Close
Intake agent working
Overseen by Senior Banker · Industry Expert
The Flow
Four documents in. One wire out.
1You upload
K1K-1
LPALPA
CAPCapital Account
Q4Q4 Report
Verified
2Boring Bank handles everything
The Boring BankWorking
Fair value range—
Buyers evaluated0
Bids received0
Top offer—
K1LPACAPQ4
3Wire clears
Cleared T+1
$30,100,000
Success fee only on settlement