Solution introduction

How Axial works: buying or investing

Axial’s network puts your real-time transaction interests in the hands of motivated investment bankers and CxOs right when they begin their deal process. Our algorithms and tools filter out the noise and speed you past the NDA and into the deal-making process

Investment mandate
Input your investment mandates into Axial’s recommendation engine.

Deal Information
Seller researches possible transaction partners by inputting company information and goals.

Reccommended partners
Recommendation engine calculates the fit for matching, and seller evaluates recommended partners based on fit and qualifications.

Teaser
Seller chooses to send you a concise deal teaser.

NDA
Evaluate the opportunity and sign NDA if interested in the deal.

CIM
Seller makes the Confidential Information Memorandum (CIM) available for download.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.