AEVITAS Concierge

Aevitas Concierge · How it works

From chaos to order, without the drama.

Six steps, one conversation to start. Here is exactly what happens when you bring us a deal.

  1. You reach out

    Form or WhatsApp — whichever is easier. Tell us the deal type and where the documents stand today. A messy start is the normal start; do not tidy up first.

  2. We scope the deal — one short call

    We talk through the transaction: what it is, who is involved, what documents exist and where. A deal means one transaction scope, per month — one acquisition, one round, one tender. This is also where a confidentiality agreement can be put in place, if you want one.

  3. Your room is set up

    A secure cloud.indicus storage room is created for the deal, with the access you define: your team, your advisers, whoever you invite — and nobody else.

  4. We collect and index

    Documents come in from every corner — drives, inboxes, advisers — and every file is named properly and logged in the live index. Nothing lives only in someone's inbox any more.

  5. We organise and maintain, live

    Through the deal, the room mirrors reality: new papers in their place, versions straight, gaps flagged early, request lists matched to responses. You always know the room is current.

  6. You stay in control

    Your room, your access, your rules. We work inside it under your instructions — and at the end you hold a complete, ordered record of the whole transaction.

On your side

What we need from you. (Not much.)

One person on your team we can talk to. A hand introducing us to the people who hold documents. And honest answers when we ask where something might live. That is genuinely all — the chasing, sorting and structuring is our work, not yours.

Each month, the plan covers the deal's ongoing document work; if the transaction grows a second scope, it simply gets its own room and plan.

The small print, plainly

  • Plans are billed monthly, per deal.
  • Prices are exclusive of GST.
  • Exact terms are confirmed in your engagement note before work starts.
  • A confidentiality agreement comes first if you ask for one.

Step one

Tell us about your deal.

Start a conversation