Platform
Focus on deals.
The rest is handled.
Vibanc combines a technology stack with a group buying organization, so advisors save up to 30% on operating costs and spend their time on the one thing that makes them money: deals.
Apply for accessTechnology
- Reticle
- Sonar
- Trove
- AI assistant
- Actions inbox
- Call recording
- E-signature
- Email outreach
- API, MCP and CLI
Office
- Insurance
- Licensing
- Payroll
- Bookkeeping and tax filings
- Data subscriptions
One operating solution.
The flow
How it fits together
Sector: Industrial Services
EBITDA Range: $2-5M
Ownership: Founder led
Region: CA / US
Finds and enriches the buyers and sellers worth calling.
| Company | Revenue | ||
|---|---|---|---|
| ✓ | Precision machining | Band C | on file |
| Industrial HVAC | Band B | on file | |
| ✓ | Fluid handling | Band C | on file |
| Metal fabrication | Band D | on file | |
| ✓ | Packaging | Band C | on file |
| ✓ | Test equipment | Band B | on file |
| ✓ | Controls | Band C | on file |
| Coatings | Band D | on file |
Runs every mandate, call and task in one place.
Contacted
Engaged
NDA
LOI
Diligence
Opens the data room and shows who read what.
One data model
One record, from first call to close.
Everything connected.
The company Sonar found is the record your analyst works and the room a buyer reads. No exports between tools, no re-keying, no three versions of the truth.
Automated AI management.
The assistant and your agents work the whole record, not one app's slice of it. The call, the email, the stage and the document sit together, so the follow-up writes itself.
Full operating context.
Every decision has the brief, the pipeline, the calls and the room behind it. The firm sees its whole book; each director sees their mandates.
One record
Company · Contact · Deal · Document · Buyer group
Privacy and security
Client data cannot mix.
Every mandate is its own designated space. Unlike a standard CRM, one client's data never touches another's. Assign directors to their mandates and they see nothing else. Run the firm's CRM from one seat and give your team fine-grained permissions by client and by mandate. Encrypted in transit and at rest. SOC 2 in progress.
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.