Design Partner Beta · Now Onboarding
Acquirers fly blind for 12 to 18 months after close. Sherpa puts a specialist agent on every workstream, from diligence through integration and on into portfolio value creation, at mid-market price. In design partner beta now.
The Problem
Five global consulting firms have built proprietary platforms (McKinsey Wave, Bain Signal, BCG KEY, Deloitte M&A Central, KPMG Velocity) to impose discipline on the chaos. None of those platforms are available to the operator running the deal. They are available to the consultants charging $2M to $10M per engagement to run it for her.
Storage and permissioning, and that is where they end. No integration layer, no synergy tracking, no Day 100 visibility, no R&W register.
Pipeline and relationship tracking, and that is where they end. No workstream management, no IMO governance, no synergy capture instrumentation.
Generic project management with M&A templates, an implementation team to stand it up, and no end-to-end deal lifecycle. Most tools bolt a chatbot onto a workflow. Sherpa is built around agents that do the work.
And they bring teams of associates, retainer engagements, and proprietary tooling that closes the loop only as long as the engagement runs. The operator is left with PowerPoint when it ends.
The Platform
Sherpa is the agentic operating system for M&A. There is nothing to unlock and no modules to buy. Every deal includes the full product: a specialist agent for every workstream, financial monitoring, Keyhole Protect R&W, and a secure data room. The work does not stop at Day 100 either, because the same system carries the thesis forward into portfolio value creation. You pay per deal, not per feature.
The Architecture
No firm publishes a canonical workflow. But four structural patterns recur across McKinsey, Bain, BCG, Deloitte, and KPMG, each of them validated across thousands of those firms' deals. Sherpa instruments all four directly into the platform, so every object in the system inherits them. Firm-specific terminology becomes a configurable overlay.
Pre-Sign through Beyond. Every object in the platform carries a phase tag. Lifecycle gates are stateful, not advisory. Day 1 cannot pass until Day 1 readiness is signed off.
Steerco above an Integration Management Office. PMO horizontal cross-cuts (synergy tracking, RAID, communications) above functional workstream verticals. Four-tier governance with built-in escalation paths.
Top-down stretch targets meeting bottom-up validation through L1 to L5 maturity gates. CTA tracking. Net benefit hardcoded. A staged synergy validation model is the underlying state machine.
Investment Thesis → Deal Thesis → Integration Thesis → Initiative → Realized Synergy. Every initiative links upward to a deal-thesis pillar. Nothing exists in the platform without that linkage.
Who It's For
Mid-market and lower-mid-market PE running portfolio integrations. Standalone single-deal use or programmatic across the fund.
Strategic acquirers running roll-up strategies, tuck-ins, or carve-outs. Repeat-acquirer programs where every deal compounds prior learning.
Post-close advisory practices, sell-side preparation engagements, and integration support arms inside boutique and bulge-bracket banks.
PE operating partners and independent integration leads running parallel workstreams across multiple portfolio companies simultaneously.
Get Started
Sherpa is onboarding design partners now. Tell us where to reach you and we'll set up a conversation about your deal. We typically respond within one business day, and no login is required.
We'll be in touch directly. Prefer email? mark.fitzsimmons@evidentcorp.com
Sherpa is in active build with a small group of design partners, and this is how you get in. PE firms, corp dev teams, and operating partners running active integrations are eligible. Design partners receive preferential pricing, direct product input, and early platform access ahead of general availability.
Inquire about design partnershipInvestors: see our investor page.