Platform
How Sherpa runs a deal.
Sherpa OS is the operating system for M&A. Source targets, run diligence and the data room, execute Day 1 and integration, track value creation against ERP actuals, and monitor every investment through exit.
Thesis and sourcing
Find the targets that fit your thesis.
Score every target against your investment thesis and the companies you already own. Research it, argue it and decide it in one place.
Henry works the pipeline with you and makes the case for and against. When a target converts, your research goes with it.
Diligence
Understand what you're buying.
Run the data room, requests and Q&A in one place. Every file is scanned, access-controlled and logged.
Ask any question of the documents and get the answer with its source. Dewey files every document; Adrian has read all of them.
Close and Day 1
Walk into Day 1 ready.
Plan Legal Day 1 and Operational Day 1 separately, and sequence the contracts, systems, payroll and announcements that have to land first.
The plan starts from what diligence found, so nobody rebuilds it the week after signing.
Integration
Keep every workstream moving together.
Seventeen workstreams on one plan, with owners, dependencies, milestones, risks and decisions. Status stays current because the work happens here.
Each workstream lead works with an agent who knows the function, and Scout keeps them in step.
Value creation and actuals
Know whether the deal is delivering.
Turn the investment case into initiatives with baselines, targets and owners. Compare them with ERP actuals and see what's ahead, what's behind and where the thesis is moving off plan.
Warren watches the numbers with your CFO and flags what needs attention.
After close
Keep every commitment in view.
Track R&W survival periods, breaches and claims, and every earn-out period, statement and deadline, from close forward.
Maxwell watches the policy. Ernie drafts the earn-out statements.
The firm view
See every investment the way your firm works.
See status, value delivered and exposure for every investment, by fund and across the firm. Sherpa knows what you own and when you bought it.
Henry reads the whole portfolio and says where the next dollar should go.
Board-ready
Board deck for your 8am? Already built.
Click update and the pack pulls the latest plan and numbers. Click export and you have the PowerPoint.
