Vibanc's M&A advisory business has moved to ClosePoint as of Nov. 1

Vibanc

Vibanc

Close more deals.
Lose the busywork.

The AI-native operating system for M&A.

Sonar logo

Automated sourcing

Automates

  • Target sourcing
  • Buyer sourcing
  • Data sourcing
  • Contact enrichment
  • Adverse media search
  • Active company monitoring

Reticle logo

Mandate management

Replaces

  • Sales CRM
  • Call recorder
  • E-signature tool
  • Project management

Built in

  • Designated client spaces
  • Client portal
  • Deal pipelines
  • Email outreach
  • Consolidated inbox
  • AI assistant
  • Actions inbox
  • Google Workspace

Trove logo

Connected diligence

Replaces

  • Virtual data room

Built in

  • One-click data room
  • NDA-triggered access
  • Buyer permissions
  • Dynamic watermarking
  • Buyer activity tracking
  • Q&A by buyer group
Targets & buyers → Mandates & outreach → Diligence & accessBuyer activity → Reticle

The products

Three products. One data model.

Reticle

The CRM built for running M&A mandates.

  • — Run ten mandates like they are one
  • — Every call, signature and task lands on the deal by itself
  • — An assistant that works the CRM for you
Explore Reticle →

Sonar

The sourcing and origination engine.

  • — 10,000 buyers or sellers a month, from one brief
  • — Enriched down to the owner's direct line
  • — Know the week a target changes
Explore Sonar →

Trove

The virtual data room, wired into the CRM.

  • — A room open from the deal in one click
  • — Buyers in the moment they sign the NDA
  • — See who read what, on the buyer's record
Explore Trove →

Sell-side and buy-side. Advisors, brokers, searchers and corporate development teams.

The hand-off

Sourced in Sonar. Run in Reticle. Closed in Trove.

BRIEFClient brief

Sector: Industrial Services

EBITDA Range: $2-5M

Ownership: Founder led

Region: CA / US

SONARProject Lantern

Finds and enriches the buyers and sellers worth calling.

CompanyRevenueEmail
✓Precision machiningBand Con file
Industrial HVACBand Bon file
✓Fluid handlingBand Con file
Metal fabricationBand Don file
✓PackagingBand Con file
✓Test equipmentBand Bon file
✓ControlsBand Con file
CoatingsBand Don file
Shared to Reticle ✓
RETICLEProject Lantern

Runs every mandate, call and task in one place.

Contacted

Test equipment
Controls

Engaged

Packaging

NDA

Fluid handling

LOI

Diligence

Precision machining
TROVEMeridian Precision Ltd.

Opens the data room and shows who read what.

01 Corporate
02 Financials
03 Commercial
04 Legal
05 Q&A
Buy-Side Lawyerviewing
Sell-Side LawyerNDA ✓
Target CEOviewing
Buyer CFONDA ✓
Groups inherited from Reticle
A brief becomes a list. The list becomes a pipeline. The pipeline opens the room. Nothing is re-keyed.

AI-first

Agents do the work. You approve it.

Agents

via MCP

ChatGPT
Claude
RETICLEAgents
› Follow up on NDA
› Draft reply · email
› Nudge target
Actions inbox3/3 done
NDA follow-up✓ Sent
Reply draft✓ Sent
Nudge task✓ Applied

Bring your own agents

ChatGPT, Claude or your own agents work the same records your team does, through MCP and the API.

Tell it, don't type it

Say what happened on the call and Reticle updates the record. Ask who opened the CIM and it answers.

One click to approve

Everything an agent wants to do waits in the Actions inbox. Approve, edit or ignore.

Your workflows stay yours. Build them on the same API and MCP, and no other firm sees them.

Why we built it

We ran our own mandates on it first.

Vibanc ran its own buy-side mandates on this stack before selling it to anyone. Deal tools are built for enterprise desks and priced that way; everyone else runs a sales CRM, a call recorder, a signature tool, a task tool and spreadsheets, none of them connected.

We built the stack we needed. Then we built it for other firms.

Founding partners

We're selecting our founding partners.

A small group of firms will run their mandates on Vibanc first and shape what we build next. We review every application and choose by fit.

What we look for

  • — Advisors running live mandates, sell-side or buy-side.
  • — Firms ready to run on AI, not just try it.
  • — Partners who will tell us what to build next.

Tell us about your practice. We read every application.

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