A simple three-step process. Sign a mutual NDA, submit your deal materials through a secure intake portal, and schedule the kickoff. Everything stays under Emergent's chain of custody.
We move quickly without cutting corners. Most engagements go from this page to a scheduled kickoff inside a week.
Countersign our standard mutual NDA, or send yours and we will turn it around quickly. Routed through DocuSign so you have a clean audit trail.
Upload your deal documents through a secure intake portal dedicated to your engagement. Encrypted in transit and at rest, with access limited to your team and ours.
Book a 60-minute working session with Jesse Jacoby to align on scope, stakeholders, and the assessment cadence.
M&A materials are among the most sensitive your firm handles. We have built the intake process to match that standard, end to end.
TLS 1.2+ for all transfers. AES-256 server-side encryption on stored files. No materials leave the platform unencrypted.
Your materials live in a dedicated workspace with its own access list. Sponsors and portfolio companies never see each other's documents.
Uploads, views, and downloads are time-stamped and attributed. You receive the full activity log with your final readout.
Multi-factor authentication is required for every account. SSO is available for your firm and portfolio company users on request.
We hold your materials only through the engagement and the retention window you agree to. At close, they are returned or destroyed on your instruction.
The intake portal runs on SOC 2 Type II infrastructure with documented controls. We share the specifics under NDA on request.
A preview of our Data Request Checklist. The final list is tailored to your deal, the two organizations, and the scope of the engagement. Nothing on this page is a strict requirement. We work with what you can share.
If a document feels too sensitive to upload, flag it and we will discuss alternatives in the kickoff.
Once your engagement letter is signed, we set up your workspace and route the NDA. You will have access within one business day.
Once your NDA is countersigned, this is where you will land. A secure, encrypted workspace, organized to match the Data Request Checklist. Upload at your own pace. We will be in touch as materials come in.
Contact EmergentOnly the named engagement team at Emergent. Your team and your portfolio company see only their own workspace. We never share materials across engagements or with third parties.
Yes. Send it through and we will turn it around quickly. Most sponsor NDAs are signed within a day or two of receipt.
Common situation. We can begin with your side of the materials and the deal thesis, then open up the workspace to the target once the sign-around lands.
Through Phase 1 of the engagement, typically four to six weeks. We extend on request if Phase 2 work begins right after.
Your choice. We can return and destroy, or hold under a retention window you define. Either way, you get a written record of the disposition.
For a single small item, sure. For anything beyond that, the portal is faster, safer, and easier to audit, and we recommend you use it.
When you are ready to move, reach out and we will take it from there.