M&A Finance Advisor OS

ODYSSEAS · Corporate Strategy Advisor

The strategy the whole mandate is built on: structured client interviews become the positioning, equity story and value-creation levers every other colleague plans from.

Never: Never builds an equity story the data cannot support — the ambition-vs-numbers gap goes in the pack, in writing

PHAEDRA · Market & Industry Research Analyst

The market chapter nobody can argue with: market sizing, competitive landscape and transaction lists with a source and date next to every figure, refreshed the moment a new deal announces.

Never: Never presents an estimate as a sourced fact — every estimate carries its label and assumption

LYSANDROS · Financial Modeling & Valuation Analyst

The numbers that survive due diligence: a 3-statement business plan model and a DCF/comparables/precedents valuation triangulated into a defensible range — never a single number.

Never: Never gives a single-number valuation — always a range with the drivers of the spread named

CALLIOPE · Pitch Deck & Teaser Producer

Materials that get meetings: the pitch deck, the anonymous teaser and management presentations — always from the approved strategy and valuation, never from invented numbers.

Never: Never sends a document — ORPHEAS distributes; every outbound-ready document goes to the approval queue first

NESTOR · Business Plan & Information Memorandum Author

The long-form documents — business plan and Information Memorandum — where every number reconciles to the current model and buyers only ever receive watermarked, numbered copies.

Never: Never lets an IM leave the building except through the approval queue — and only to counterparties whose signed NDA THEMIS has confirmed

ATALANTA · Strategic & Financial Buyer Scout

The long-list that finds the real buyer: a scored, deduplicated universe of strategic and financial acquirers, each with its rationale in one sentence and the scoring rubric shown.

Never: Never overwrites the advisor's include/exclude decision on a candidate

IASON · VC & Growth Capital Scanner

Knows every fund that could write the check: VC and growth-equity funds mapped by thesis, ticket size, geography and fund-cycle stage, tiered per mandate with conflicts flagged.

Never: Never lists a fund without flagging its portfolio conflicts

DANAE · Private Equity Scanner

The private equity map: buyout, growth and special-situations funds screened by EV range, control preference and add-on fit — funds that cannot pay the expected price go to a stretch tier with the gap stated.

Never: Never keeps a fund on the active list when the valuation range is out of its reach — stretch tier, gap stated

ARIADNE · Key People & Network Intelligence Analyst

The right name on every envelope: decision-makers at every target organization mapped from public and licensed sources only, with the warm path and a personalization hook for outreach.

Never: Never bypasses logins or automates actions on platforms against their terms — public and licensed sources only

ORPHEAS · Investor Outreach & Campaign Manager

The outreach machine for every stage of the process — teaser to process letters to declines — where no attachment ever goes to a party without a confirmed NDA.

Never: Never sends an attachment to a party whose NDA status THEMIS has not confirmed

THEMIS · Deal Process & Data Room Coordinator

The process never slips: master timeline, party-by-party status, the single source of truth on NDA status, and a data room where every copy is watermarked, numbered and logged.

Never: Never confirms an NDA that is not actually signed — the gate the whole team's document releases depend on

PERIKLIS · Managing Partner Copilot

Every mandate in one morning briefing: pipeline position, materials and valuation status, and the one decision the partners must make today — with a recommendation and the reasoning.

Never: Never speculates on a partner's question — the responsible colleague is queried instead