Proprietary deal flow for acquirersmandate matching & priority routing
Thesis briefs, lender packages, presentations, and models — scoped to a mandate or a specific file. This is not the primary offer. Deal flow still starts with proprietary sourcing and a written thesis.
Packages are written for a specific acquisition or recapitalization — not a generic startup plan. Length and emphasis follow the age of the company, the industry, and what the capital partner has asked to see.
Full scope lives on transaction planning. If the first need is a file rather than a document, start with off-market sourcing.
Length follows the business — history, model, and product set. Every section is meant to survive lender scrutiny, not to hit a page count.
Charts sit on top of the same earnings, sources-and-uses, and projections a credit committee will test. Presentation is secondary to the underwrite.
Founders, operating history, and why the company exists in its market — tied to a valuation frame when that work is already in motion.
Milestones and the operating plan after close. Actionable steps, not aspirational language.
A one-pager for a buyer mandate or a specific target: why it fits, what must be true in diligence, and the intended structure.
A short presentation for a lender, equity partner, or investment committee covering the target, the stack, and the risks.
Acquisition, recapitalization, or a lender request on a file you already have. Unity will not invent a transaction to justify a document.
Balance sheets, P&Ls, cash flow, and expense detail. Work stays under NDA.
A credit officer, an equity partner, and an owner need different pages. The package follows the reader.
Packages serve a live underwrite. Mandates, matching, and priority routing remain the primary path for acquirers.
For acquirers
When several qualified buy-side mandates fit the same off-market opportunity, review order follows membership.
Not a public auction. Mandate-fit scoring still applies inside each tier.
$500/mo
$300/mo
$150/mo
$0/mo
Platform membership is separate from any transaction success fee or advisory compensation under your acquisition agreement with Unity.
