THE M&A WORKSPACE FOR ADVISERS

AI prepares the mandate.You close the deal.

Turn client files into a deal pack, in your brand. Prepare documents, manage the data room and move every mandate forward with AI that works under your review.

Meet Closva. Bring a mandate and explore early access with our team.

Experience behind the platform

Technology meets transaction experience.

Our team combines product and technology expertise with extensive advisory experience in business acquisitions, sales and international transactions.

USD in transactions advised by the team
$2.1B+
Experience in transactions and capital markets
30 years
app.closva.com/mandates/project-nord
Mandates›Project Nord
Ask Closva AI about this dealGenerate packEL

Sell-side mandate

Project Nord · Industrial services

Share sale, 100% · Norway · Reporting in NOK

Revenue 2025

NOK 48.2m

Adj. EBITDA

NOK 6.2m

Facts with sources

1,480
Start
Collect
Validate
4Prepare
5Release
6Qualify
7Diligence
8Negotiate
9Close
10Archive

INClient files214 files

Annual accounts 2025.pdf

02 Historical financials

142 facts
Management accounts YTD.xlsx

02 Historical financials

1 conflict
Trial balance Q2 2026.xlsx

02 Historical financials

Reconciled
Customer revenue.csv

04 Customers and sales

Extracted
Customer contracts (38 files)

07 Legal and disputes

3 flags
Shareholder agreement.docx

01 Corporate and ownership

Classified
Org chart and key staff.pdf

06 People and management

Classified
Lease agreement, scanned.jpg

10 Assets and property

OCR review
Drop files or send a secure upload link

ENGINEClosva AI

Working on Project Nord

Reads, checks, drafts and calculates

  • Filed 214 documents into 12 data room folders
  • Extracted 1,480 facts, each linked to its source
  • Reconciled P&L and balance sheet to the ledger
  • Proposed 4 EBITDA adjustments with evidence
  • Asked the client for 3 missing documents
  • Checked names, dates and currencies
  • Drafting the IM, section 19 of 24
2 items need your sign-off

Annual accounts show 48.2m; management accounts show 47.6m. Review the source before releasing the pack.

Explain varianceResolve

Change-of-control clause found in 3 customer contracts.

Open clausesAssign to counsel

OUTYour deal packYour logo on every page

YOUR LOGO
Blind teaser
Ready for reviewPPTX · PDF
YOUR LOGO
Information memorandum
19 of 24 sectionsPPTX · PDF
YOUR LOGO
Confidential teaser
Ready for reviewPPTX · PDF
YOUR LOGO
Red-flag report
7 issues, 2 highDOCX · PDF
YOUR LOGO
Buyer shortlist
24 buyers rankedXLSX

Your brand on every document

One workspace, from preparation to closing

You review. You approve.

CLIENT FILES IN. A REVIEWED DEAL PACK OUT.

One source of truth. Every document connected.

Start with the material your client already has. Closva reads, checks and prepares the pack, so you can focus on the judgement that makes the deal work.

Bring the files you have

  • Annual and management accounts
  • Budgets, forecasts and customer revenue
  • Contracts, cap table and leases
  • Previous memoranda, notes and scanned files

PDF · XLSX · DOCX · PPTX · CSV · Scans

Read. Check. Draft. Calculate.

Extract figures with their sources, flag conflicting information and identify missing inputs. Review the underlying financial information before sharing it.

Take away a complete deal pack

  • Blind and confidential teasers
  • Information memorandum and presentation
  • Readiness report, red flags and buyer shortlist

Change an input. Review the impact everywhere it appears.

Keep figures consistent across the model, the memorandum and the supporting documents. Each figure links back to its source page, cell or clause.

Buyer Intelligence

In development

AI research for your next mandate.

Find potential buyers beyond your existing network. Buyer Intelligence helps advisers research strategic buyers, investors, search funds and family offices, with a clear rationale and sources behind every suggestion.

Request early access
app.closva.com/mandates/project-nord/buyers
Mandates›Project Nord
Ask Closva AI about this dealGenerate packEL

Buyer Intelligence

Project Nord · Industrial services

Share sale, 100% · Norway · Reporting in NOK

Revenue 2025

NOK 48.2m

Adj. EBITDA

NOK 6.2m

Facts with sources

1,480
Start
Collect
Validate
Prepare
Release
6Qualify
7Diligence
8Negotiate
9Close
10Archive

AI research · for advisor review

A shortlist with a reason behind every name.

24 · Buyers
All buyersIndustrialPrivate equitySearch fundFamily office
Nordbridge Industry Group

Industrial · Norway · Industrial services

Strategic expansion
92/100
Harbour Growth Partners

Private equity · Nordics · Private equity · Lower mid-market

Platform investment
86/100
Northstar Search

Search fund · Norway · Owner succession

Entrepreneur-led succession
81/100
Oakfjord Family Capital

Family office · Nordics · Long-term ownership

Long-term ownership
78/100

Selected buyer

Nordbridge Industry Group

Norway · Industrial services

Why this buyer?

Complementary maintenance services and a potential route into western Norway.

Research to review

Company website · service offering

Acquisition announcement · sector focus

Potential decision-maker
Head of corporate development

Research the buyer landscape

Explore industrial buyers, private equity firms, other financial investors, search funds and family offices by sector, geography, acquisition size and investment strategy.

Turn research into a shortlist

Review the rationale, sources and potential decision-makers behind each suggestion. Prioritise opportunities and plan the right introduction.

YOUR MANDATE. YOUR CONTROL.

A data room that follows your rules.

Bring your client, their team and each buyer into the same process, with a separate view for every group.

app.closva.com/mandates/project-nord/data-room
Mandates›Project Nord›Data room
Search 214 documentsUploadInvite people

Data room

Project Nord

214 documents · 12 folders · 4 sell-side groups · 4 buyer groups

NDA before entryWatermark onFull audit trail

Folders214

01 Corporate and ownership12
02 Historical financials38
03 Budgets and forecasts9
04 Customers and sales41
05 Suppliers and operations17
06 People and management14
07 Legal and disputes22
08 Tax11
09 Technology and IP8
10 Assets and property10
11 Financing6
12 Transaction process26

Next stage release

WhenMonday 09:00
ToNordbridge, Harbour
WhatStage 3 · 14 documents
Downloads for buyers—
Access expires30 Nov 2026

04 Customers and salesView only Download Scheduled No access

DocumentSell side4 groupsNordbridgeNDA signedHarbourNDA signedNorthstarNDA sent
Customer revenue 2022 to 2025.xlsx

v3 · PDF / XLSX

Top 20 customer contracts, redacted.pdf

v2 · PDF / XLSX

Top 20 customer contracts, original.pdfInternal

v1 · PDF / XLSX

Customer concentration analysis.pdfAI draft, approved

v1 · PDF / XLSX

Order book and pipeline Q3 2026.xlsx

v1 · PDF / XLSX

Customer satisfaction survey 2025.pdf

v1 · PDF / XLSX

Pricing and discount policy.pdf

v1 · PDF / XLSX

Q-17 · from Nordbridge Industry Group · 2 hours agoRouted to you

What share of revenue comes from the three largest customers?

Closva AI draft, from documents released to Nordbridge only

The three largest customers account for 31% of revenue in this fictional example. Source: Customer revenue 2022–2025, cells C4:C6.

Customer revenue 2022 to 2025.xlsx · C4:C6
Approve and sendEditShare with all buyersNothing is sent until you approve

People in this deal

Sell side

AT
Advisory team

3 people

Full access
SM
Seller & management

2 people

Upload, view
AC
Accountant

Client side

Folders 02, 08
LW
Legal counsel

Client side

Folders 01, 07

Buy side · Isolated groups

NI
Nordbridge Industry Group

4 people

Stage 2
HG
Harbour Growth Partners

3 people

Stage 2
NS
Northstar Search

2 people

NDA sent
OF
Oakfjord Family Capital

1 people

Invited

Activity log

14:02Harbour Growth opened Customer revenue v3, watermarked

13:40Nordbridge asked 2 questions

11:15You released 6 documents to Nordbridge

Approve access, file by file

Set who can view or download. Keep sensitive information private until you are ready to share it.

Keep buyer teams separate

Each buyer has their own documents, questions and offers. Your team keeps the complete picture.

Review before anything leaves

AI helps prepare answers and documents. You decide what is approved and released.

Trace every release

Keep a record of who opened what, when they accessed it and which version they received.

THE WHOLE MANDATE

From the first request to the closing record.

One connected process for your team, your client and each buyer. Your templates or ours, with your approval at every release.

  1. 01

    Start

    Set up the mandate, engagement letter and request list.

  2. 02

    Collect

    Invite the client to upload. Organise the data room.

  3. 03

    Validate

    Reconcile figures, flag conflicts and check readiness.

  4. 04

    Prepare

    Draft the teasers and information memorandum.

  5. 05

    Release

    Review anonymity, metadata and document versions.

  6. 06

    Qualify

    Review buyer matches, outreach and NDA signing.

  7. 07

    Diligence

    Manage requests and review answers from permitted files.

  8. 08

    Negotiate

    Compare offers, structure, conditions and certainty.

  9. 09

    Sign & close

    Prepare agreements, schedules and the funds flow.

  10. 10

    Archive

    Keep the closing set, final versions and audit trail.

YOUR BRAND, THROUGHOUT

Your firm on every page.

Use your own templates for teasers, reports and agreements. Closva prepares the work; the client relationship stays with you.

Editable deliverables · PPTX, DOCX, XLSX and PDF

YOUR FIRM

Information memorandum

Project Nord

Private & confidential
Prepared by your advisory firm

Partners and Customers

Global Pivot Equity (GPE) logo

Cross-border M&A advisory

Global Pivot Equity

Global Pivot Equity (GPE) advises small and mid-sized companies on cross-border M&A and capital markets, connecting businesses across Asia and Europe with international investors.

GPE uses Closva to manage cross-border M&A transactions.

Visit Global Pivot Equity
About us

The people behind Closva

Commercial insight, technology, marketing and law.

Closva is built by a team with expertise across business development, technology, marketing and legal structure. Together, we work to make buying and selling small and medium-sized businesses simpler, safer and more accountable.

Johannes With, Founder and CEO of Closva

Johannes With

Founder and CEO

Johannes combines business development, product thinking and hands-on technology experience from startups and established companies, including Berg-Hansen, VARD and ViLeier. He brings a strong understanding of digital platforms, commercial strategy, stakeholder needs and how complex business processes can be turned into simple user experiences.

Daniel Déniz, Co-Founder and CTO of Closva

Daniel Déniz

Co-Founder and CTO

Daniel is a software engineer with experience building compliance software, data platforms and scalable digital systems. As Co-Founder and CTO of Closva, he is responsible for building a secure, reliable and professional platform for SMB transactions.

Ulrik Karlsen, Strategic Partner at Closva

Ulrik Karlsen

Strategic Partner

Ulrik is a founder of Global Pivot Equity (G.P.E.), an advisory firm specializing in cross-border M&A transactions and capital market solutions. He has a proven track record of building and leading high-performing M&A teams and executing buy-side and sell-side mandates, capital raises and complex special situation transactions in the mid-market segment.

Andreas Rasmussen, Chief Commercial Officer at Closva

Andreas Rasmussen

Chief Commercial Officer

Andreas leads sales and strategic partnerships, helping M&A advisors and SME business owners use Closva to manage transactions more safely and efficiently. He holds a master’s degree in Real Estate Development from the Norwegian University of Life Sciences (NMBU) and a bachelor’s degree in Real Estate Development from BI Norwegian Business School.

Tensae Adam Mulugeta, Legal at Closva

Tensae Adam Mulugeta

Legal

Tensae connects law and product. She works with agreements, due diligence and data rooms, privacy and risk, and with translating legal work into safe user journeys and platform content. She has a bachelor's degree in law from USN and a master's degree in law from the University of Copenhagen.

Per Herseth, Advisor at Closva

Per Herseth

Advisor

Per holds an MBA and is an active investor with extensive executive and board experience at companies including StrongPoint, Innovation Norway and Nycomed. His expertise spans growth strategy, international expansion, financing, M&A and negotiations. He combines experience in restructuring and change management with an ability to build trust and bring people together around shared goals.

Benedicte Hagen, Marketing at Closva

Benedicte Hagen

Marketing

Benedicte builds the Closva brand through content, campaigns and market research. She studied Marketing & Brand Management at Kristiania and psychology at UiB.

Hayden Cheung, M&A and Business Development Intern at Closva

Hayden Cheung

M&A and Business Development Intern

Hayden supports M&A and business development through a placement with Global Pivot Equity in Hong Kong. He studies finance at City University of Hong Kong and founded Interra.

Professional person reviewing business documents beside a laptop
LET’S TALK ABOUT YOUR NEXT MANDATE

Bring your next deal.

See how Closva could fit your firm. We’ll walk through the workspace and discuss preparing your first deal pack together.

No sensitive company information is needed here. Share only enough for us to route the right follow-up. Privacy policy

A few things worth knowing.

Does AI run the deal for me?

You remain in charge. Closva helps prepare, reconcile and draft the work. You review the figures, apply your judgement and approve what is shared.

Can we use our own templates and brand?

The workspace is designed around your firm’s identity. Teasers, memoranda and agreements use your branding, with editable deliverables for your team.

Does signing an NDA automatically open the data room?

No. NDA signing and access approval are separate steps. You decide which buyer group can see each folder and file, and when to release it.

How do we get started?

Book a demo with the team. Bring an example mandate and we can walk through the proposed workflow, your templates and early access together.