For M&A advisors and business brokers

Your next deal is already in your contacts. You just haven’t called them.

Deals come from people. But a pipeline tool measures deals, so the relationship that produces the next one goes quiet and nothing on the screen changes. Allies OS puts the people back on the board.

Start your 14 days How it works

Built for a working advisory practice, not adapted from a sales CRM.

Touch Points Example data
Ellen Vasquez COI · every 13 weeks
142 days
since contact
Harlan Boyd Referrer · every 4 weeks
96 days
since contact
Priya Raman COI · every 13 weeks
88 days
since contact
Marcus Ainsley Partner · every 4 weeks
31 days
since contact
Dana Whitfield Referrer · every 4 weeks
6 days
since contact
Overdue 3 · Due this week 1 · Tracked 87 Cadence set per relationship

The instrument is wrong

A deal board tells you what is happening. Not what is going cold.

It cannot tell you that the person who sent you three of your last five deals has not heard from you since March.

Every CRM built for a sales team measures the same things: stages, velocity, conversion. That is the right instrument when leads arrive by the hundred and the work is to move them faster.

It is the wrong instrument for a practice where six or seven relationships produce most of the work, the cycle runs eighteen months, and the thing that actually predicts next year is whether those people are still warm.

Allies OS measures the relationships. Deals still live on a board, in your stages and your language. But the number that matters most on the screen is how long it has been.

Double entry

Referrals have two sides. So does the ledger.

Every CRM records where a lead came from. Almost none record where you sent one. Referral is reciprocal, and the half nobody tracks is the half that earns the next introduction.

Received
Given
Harlan Boyd4
Ellen Vasquez3
Dana Whitfield2
Priya Raman1
Dana Whitfield3
Marcus Ainsley2
Harlan Boyd1
Ellen Vasquez0
Total received10
Total given6

Balance −4. Ellen Vasquez has sent you three and received none, which is the kind of thing you would rather notice than be told.

Inside

Everything else a practice actually runs on.

Written from the software rather than a brochure.

Deals in your language

More than one board, with the stages you already use. Sell-side and advisory do not share a shape, so they do not share a board.

Mileage and expenses

Trips drafted from your calendar and priced at the IRS rate, card spend pulled in to categorise. Both export signed.

A team, without a merged pile

Add people beneath you and open any one of their books. They see their own and never each other’s.

Relationships

  • Relationship and source, separately
  • Smart lists
  • Import without duplicates
  • Business cards from a photo
  • LinkedIn lookup in bulk
  • Tags and custom fields

Deals

  • Your own stages, reorderable
  • Business line and engagement
  • People on a deal, by role
  • Stage ageing
  • Notes on every deal
  • CSV import

Staying in touch

  • Cadence by relationship
  • Overdue, longest first
  • Mark contacted with a note
  • Google Calendar
  • Meeting summaries and transcripts

Reporting

  • Analytics by relationship and stage
  • Reports on any period
  • By created, expected close or signed
  • Saved reports
  • PDF export

Your team

  • Invite by email
  • Reporting lines
  • Switch into one book at a time
  • Features on or off per person
  • Their own cadences and signature
  • Records pass on when someone leaves

Access

  • Two-factor by email
  • Trusted browsers
  • API keys for your own tools
  • Export everything, any time

Where something needs a look from you before it counts, it says so.

Pricing

One rate for you. A smaller one for everyone you add.

The value sits with the person whose network it is. Seats for the people working underneath you cost a fraction, because that is what they are worth.

Principal

$79/ month

The whole product. Every board, every contact, the referral ledger, meetings, mileage and expenses. Nothing held back for a higher tier.

Each additional seat

$29/ month

Their own book, their own cadences, their own signature on their own expense claims. Visible to you, invisible to each other.

A principal and four associates $195 per month
Start your 14 days

Card details taken now, first charge in 14 days. Cancel before then and you are not billed. Annual billing takes two months off.

Getting started

Start with the people you have already met.

Import your contacts, set a cadence for each kind of relationship, and see who has gone quiet. Most people find the first uncomfortable answer inside ten minutes.

Start your 14 days