SMI VAULT| Office Support

Operational Leverage for M&A Advisors

Most M&A advisors already have in-office staff handling calls, NDAs, and sensitive documents.

The bottleneck isn’t trust.

It’s bandwidth.

SMI Vault extends your existing team by absorbing execution-heavy, non-sensitive work that slows deals down quietly and professionally.

Your in-office team keeps:

• Client and buyer calls

• NDAs and legal documents

• Sensitive communications

SMI Vault handles:

• CRM hygiene and pipeline tracking

• Buyer list research

• Data room organization

• Diligence request tracking

• Scheduling, follow-ups, and reporting

No overlap. No disruption. No added management.

Why This Works

•Preserves confidentiality

•Increases deal capacity without adding payroll

•Reduces operational drag during live deals

•Requires orientation — not supervision

Built for advisors who want leverage, not complexity.

Engagement Model• Offshore execution support• Month-to-month• Clear scope •Optional 30-day Deal Support Sprint