vemix.ioCommunication lives in inboxes
Buyer long lists, investor contacts and the client conversation are scattered across mailboxes and spreadsheets. Who spoke to which bidder last — and what was said?
CRM moduleSolution · M&A advisorsOne mandate, many parties.
One mandate, many parties.
One system for the whole process.
From the first approach through mandate agreement and NDA to due diligence in the data room and the success-fee invoice — vemix covers the process of M&A boutiques and corporate finance advisors, for several transactions in parallel.
Data room with watermark NDA & mandate signed digitally Several deals in parallel
Data room · Project NordlichtOpen
Bidder groups
Nordkap Capital
Stratos Industries
Helios Partners
148 documents 7 open questions 1,240 pages viewed today
Mandate agreement · Nordlicht GmbH
VV-2026-0203
Signed · 12/03/2026
The reality in deal advisory
Where advisory teams lose time between mandate and closing
Three recurring bottlenecks — and the module that resolves each one.
Signatures slow down the start
Mandate agreement, NDA per bidder, engagement letters — every signature travels by email and PDF. Weeks pass before the first document can be shared.
Contracts & digital signatureThe data room is a separate system
External data room providers charge per project, know nothing about your CRM contacts and leave the access log in yet another tool. Every deal starts from scratch.
Data room moduleCRM
Clients, buyers and investors — with every conversation on file
Manage clients, strategic buyers, financial investors and their advisors in one pipeline. Emails are archived at the contact via BCC or forwarding, so the whole approach history stays traceable long after closing.
- Contacts, companies and mandates in one pipeline — from first talk to signed engagement
- Email archive per contact via BCC or forwarding, with attachments filed as documents
- Role tags for client, strategic buyer, financial investor, lawyer and auditor
Contacts · Project Nordlicht36 involved
KVClient
Dr. Katrin Voss
Nordlicht GmbH
JHFinancial investor
Jonas Hansen
Nordkap Capital
SIStrategic buyer
Stratos Industries AG
Munich
MRLawyer
Miriam Roth
Roth & Kollegen
Contracts & NDAsProject Nordlicht
Mandate agreement · Nordlicht GmbH
Exclusivity until 30/09/2026
NDA · Nordkap Capital
Template · standard NDA
NDA · Stratos Industries
Signed · 15/03/2026 · 11:42
Audit trail & RFC-3161 timestamp on every final PDF
Contracts & digital signature
Mandate agreement and NDAs — signed before the first document is shared
Create the mandate agreement and the NDA for every bidder from your templates, with company name and signatories filled in from the CRM. Signers sign on a public page without a login; the final PDF is sealed with an RFC-3161 timestamp and becomes the contract's main document.
- NDA per bidder from a template — merge fields pre-filled from the CRM
- Sequential or parallel signing, optional one-time code before signing
- Contract management tracks term, exclusivity and notice deadlines — clauses detected by AI
Projects & time tracking
Every transaction as a project — with phases, effort and booked hours
Plan each mandate with its phases from preparation to closing, assign effort per advisor and see plan against actual. Your team books hours on the mandate, and reporting shows where the time went — the basis for retainer and success-fee invoicing.
- Phases and milestones in a Gantt with dependencies — LOI, due diligence, signing, closing
- Effort per advisor, plan vs. actual, with capacity across all running mandates
- Hours booked on the mandate, working-time compliant, with period locks and reporting
Project Nordlicht · phasesWeek 38 · 2026
Preparation
Market approach
Due diligence
Negotiation
Signing / closing
Booked this month
of 180 h planned
Data rooms3 processes
Project Nordlicht
3 groups · 148 documents · 7 open questions
Project Leuchtturm
Template "Company sale" · 2 groups
Project Kiel
Closed 28/08/2026 · log exported
Watermark on every page · no download, no print
Data room
Due diligence with watermarks, separated bidder groups and a full access log
Open a data room per transaction from a due-diligence template, invite bidders without accounts and release documents in phases. Every page carries a personalised watermark, the original never leaves the server, and you see which group looked at what, when and for how long.
- Any number of data rooms in parallel — each with its own folders, groups, Q&A and log
- Bidder groups cannot see each other; permissions per folder and phase with inheritance
- Q&A per group with anonymised FAQ, full-text search and CSV export of the access log
Quotes & invoices
Retainer, milestone and success fee — invoiced from the mandate
Quote the engagement, invoice the monthly retainer and the milestones at LOI and closing straight from the project, and let e-invoices go out as ZUGFeRD PDFs. Booked hours flow into the invoice where you bill by effort.
- Quotes and order confirmation for the engagement, invoices from project and tracked time
- E-invoicing (ZUGFeRD, EN 16931) with gapless numbering under § 14 UStG
- Open items and payment status per client, handover to Lexware Office or sevDesk
Invoice R-2026-0071
Nordlicht GmbH · due 15/10/2026
Retainer · September 202612.500,00 €
Milestone · signed LOI25.000,00 €
Expenses · site visits1.180,00 €
Net38.680,00 €
VAT 19 %7.349,20 €
Total46.029,20 €
Several deals at once
Every transaction has its own room — and shares one data foundation
Clients, bidders and NDAs in the CRM, the mandate as a project with booked hours, the due diligence in its own data room, the fee on the invoice: nothing is entered twice, and nothing leaks between transactions.
Unlimited
data rooms in parallel
0 accounts
for bidders — email and one-time code
1 foundation
for contacts, contracts, projects and invoices
A typical workflow
From first approach to the success-fee invoice
01
Win the mandate
Client and decision-makers in the CRM, approach history archived, mandate in the pipeline.
02
Sign mandate & NDAs
Mandate agreement and NDA per bidder from templates, signed digitally with a timestamp.
03
Plan the process
Phases from preparation to closing as a project, effort per advisor, milestones.
04
Track time
Your team books hours on the mandate — the basis for reporting and billing.
05
Run due diligence
Data room from a template, bidder groups, phased release, Q&A and access log.
06
Invoice the fee
Retainer, milestone and success fee from the project — as ZUGFeRD e-invoice.
Bring mandate, data room and billing together
See how vemix connects CRM, contracts, projects, time, data room and invoicing for advisory teams — in a live demo on your own process.