Whetstone

Do the work only an M&A advisor can do. Hand off the rest.

Let AI handle the busywork. Only do the work that matters.

Too much of your week is consumed by work that doesn't need your judgment.

Building CIMs, chasing due diligence requests, compiling comparables, drafting NDAs — real work, just not your work.

But you don't have to do it alone.

You are the expert.
AI is your tireless analyst.

Tireless, encyclopedic, and fast — but it doesn't know your deals or your judgment. You guide it with your expertise.

Assign the first pass. Transaction coding, preliminary schedules, data normalization, document extraction — the work that needs elbow grease, not expertise.
Review, don't draft. Let AI produce the first version. You apply judgment, make adjustments, sign off. Your time stays where it belongs.
Build institutional knowledge. Teach AI your firm's methodologies, templates, and client history. It becomes your second brain, not just another tool.

Your judgment identifies the right target. Building the initial screening list doesn't require it.

Positioning the company is your expertise. Formatting the first draft of the CIM isn't.

Knowing what matters is your job. Tracking down documents and flagging gaps shouldn't consume your week.

The assumptions are your call. Pulling financials and building the base model isn't.

Your time is the constraint. Your judgment is the value.

We teach your team the method.

We take you from curious to confident. Personal guidance applied to your practice.

Built around how you already work.

Chris Parles — Builds and teaches. Background in software, product, and operations.

Justin Feldstein — Builds and teaches. Background in software, product, and operations.

Three short steps. We reply within one business day.