Aevitas Concierge · The service
Four verbs. That's the whole service.
No dashboards to learn, no process to babysit. You get a room that always reflects reality — because a person keeps it that way.
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Collect
Documents arrive from everywhere: your team, your lawyers, your bankers, your counterparties, the last ten years of email. We gather every paper your deal needs, chase the stragglers, and make sure nothing lives only in one person's inbox.
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Index
Every file is named properly — no more "final_v3_NEW(2)" — and logged in a live index of the room. Anyone on the deal, with the right access, finds anything in seconds instead of asking around.
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Organise
The room mirrors the deal: folders that follow the transaction, versions kept straight, superseded papers marked, gaps flagged early. When a document request arrives, the answer is already in its place.
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Store
Everything lives in a secure cloud.indicus room — yours, under your control. Access is exactly as you define it; the room can be shared with advisers or buyers as you see fit, and your documents are never tied to any one deal platform. The place that holds them and the service that orders them work as one.
What you get
The difference you feel in week one.
Document requests answered in minutes, not days. New team members productive on day one, because the room explains itself. Deal meetings that start from the same page — literally.
And when the deal closes, you are left with something rare: a complete, ordered record of the transaction, ready for audit, reference or the next deal.
Good to know
- You can start with a room only, and add the concierge later.
- The concierge works inside your room, under your instructions.
- Everything is billed monthly, per deal, exclusive of GST.
- A confidentiality agreement can be in place before work begins.