Intake
Deal materials route into one review lane
Teasers, CIMs, files, and owner notes can be organized so the team starts from the same context.
Due diligence automations
Move from first look to diligence decision faster.
Document intake, criteria matching, diligence checklists, approval routing, and AI-supported review workflows that help an investment team decide whether a deal deserves deeper attention.
From $750. Best first when the team reviews many opportunities and wants faster screening against investment criteria before senior diligence time expands.
Fit check
Diligence speed improves when the criteria stay visible.
The work supports the team's existing diligence process by organizing source files, criteria checks, first-pass notes, and next-step routing around the current workflow.
Criteria
Investment fit becomes easier to check
Target filters, threshold questions, and required evidence can sit in the workflow before deeper diligence begins.
Routing
Next steps move with clearer ownership
Approvals, questions, and follow-up tasks can route to the right person without rebuilding the deal context.
Deliverables
What we build
Automation layers that help the team review deal materials faster and with more consistent criteria.
Intake
Diligence intake workspace
A structured environment for deal files, owner notes, investment criteria, and review status.
From $750
Checklist
Criteria-matched review checklist
A diligence checklist tied to the investor's target profile, risk questions, and evidence requirements.
From $500
AI support
First-pass document review assistant
A configured support layer for summarizing materials, surfacing missing context, and preparing questions.
From $1,500
Approval
Decision routing and follow-up
Approval gates, owner follow-up requests, and team tasks connected to the diligence status.
From $750
Pricing
Commercial posture stays explicit before the mandate expands.
Investor work starts with the mandate, compensation model, and handoff expectation before outreach or automation expands.
From $750
Used to anchor the first useful scope or mandate-specific pricing model.
No seller-side transaction fees
Owner trust and disclosure discipline stay protected in relationship-led sourcing work.
Fixed scope or ongoing support
The compensation model depends on mandate specificity, role, and transaction structure.
Mandate guard
The mandate has to be narrow enough to act on.
- Lane
- Due diligence automations
- Starting point
- From $750
- Seller posture
- Owner trust protected before process timing
- Expansion
- Scope grows only when mandate signal supports it
Process
What happens after the call.
The work stays scoped, visible, and tied to an investor operating asset.
01step
Process
Clarify the mandate
Define the thesis, target profile, fit boundaries, and proof needed before outreach or build work starts.
01 / 04
02step
Process
Build the operating asset
Create the research, materials, automation, or execution layer that supports the investor workflow.
02 / 04
03step
Process
Activate the lane
Put the asset into use with clear ownership, reporting, and next-step routing.
03 / 04
04step
Process
Improve from feedback
Use reply quality, meeting quality, diligence questions, and portfolio feedback to tighten the system.
04 / 04
Route
Start here when this lane carries the mandate.
If another layer would create more immediate signal, use the investor service index to choose the sourcing, brand, intelligence, automation, or portfolio support lane that fits.
Investor handoff
The next call starts with context, not a raw list.
Every investor lane is built to clarify the mandate, preserve owner trust, and make senior time easier to allocate.
For investorsOperating context
Investor work gets stronger when context stays attached.
Every deliverable should make the next investor decision easier: thesis focus, deal sourcing, diligence path, financial analysis, portfolio support, or internal firm operations.
Investor layer
Investor work gets stronger when the signal stays attached
Market signal, deal sourcing, diligence context, financial analysis, portfolio support, and follow-up become stronger when each next decision carries the prior context.
Internal operations
Firm operations can use the same business-service layer
Investors can also use SilverShore business services for their own firm operations: CRM visibility, AI operating systems, internal reporting, and workflow automation around the current stack.
Next step
Make the first diligence pass faster and clearer.
We will map the intake, criteria, approval, and review steps that should move through automation first.