SellSideBase S markSellSideBase
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June update: NDA management workflow now in testingView changelog
Outlook app for sell-side M&A bankers

Run your sell-side buyer outreach directly from Outlook.

SellSideBase is a lightweight Outlook app for M&A bankers running potential-buyer outreach. Send teaser + NDA emails, release watermarked CIMs / IMs, track buyer status, and keep your mandate organised — without leaving your inbox.

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Built for LMM M&ABoutique and solo sell-side advisors
Lives inside Microsoft OutlookNo new system to log in to
Not a CRMNo setup fees, no implementation, no firm-wide adoption

The process works.The manual sending does not.

This is not for Main Street listings. SellSideBase is built for lower-middle-market and boutique M&A advisors running structured sell-side mandates — the kind where the advisor earns their fee by building a tailored potential-buyer universe, getting the opportunity in front of the right people, and creating competitive tension for the client.

That process works. Targeted potential-buyer outreach is still the right way to find the right buyer for a client company. The problem is not the process.

The problem is that too much of the execution still depends on spreadsheets, Outlook drafts, PDF versions, manual email personalisation, attachment checks, and a banker's ability to stay perfectly focused while everything else is happening around them.

Not this
Public listings
Inbound buyer leads
Main Street brokerage
Built for this
Sell-side mandate
Curated potential-buyer universe
Targeted outreach

Every banker knows the pre-send check.

You have the buyer list open. You have the Outlook draft ready.

Now you are checking everything before pressing send: the right contact, the right firm name, the right CCs, the right teaser and NDA — or later, the right watermarked Information Memorandum.

Do that 30, 50, maybe 70 times.

One copied cell from the wrong row is all it takes. And after you press send, it is too late.

You
Project Valerie — introduction
To: r.hendriks@meridianpartners.com · Sent 16:42
Teaser.pdfNDA.docx

…we believe the opportunity may be of particular interest to Brightpath Capital, given your recent platform activity in the sector…

RH
RE: Project Valerie — introduction
Robert Hendriks · Meridian Partners · 17:05

Hi,

I assume this email was not meant for me. I do not work at Brightpath Capital, and we would not typically look at this type of business.

Best,
Robert

Wrong recipient. Too late.

SellSideBase turns the same sequence into a controlled Outlook workflow.

SellSideBase keeps the outreach process where M&A bankers already run it: inside their Outlook inbox. Import the buyer list. Prepare the outreach wave. Generate controlled Outlook sends. Send teaser + NDA emails. Release per-recipient watermarked Information Memorandums. Track buyer status. Log replies and auto-summarise them for your contact log.

Keep the mandate organised from the inbox you already live in daily.

Same cadence.Far less manual repetition.Fewer obvious ways to make a mistake.

Fewer manual steps. Fewer ways to get it wrong.

A serious outreach wave can mean 30, 50 or 70 individually checked sends. The risk is not that bankers do not know the process. The risk is that the process still depends on hours of manual repetition, perfect focus and zero interruptions.

Before
Manual outreach
30–70 sends · 2–3 hours lost · one mistake can cost a relationship
Spreadsheet buyer list
Outlook draft template
Pasted To / CC fields
Personalised firm name
Teaser + NDA attached
Watermarked IM saved locally
Attachment opened and checked
Status updated manually
Wrong contactWrong firm nameWrong attachmentWrong redactionWrong watermarkMissed follow-up
After
The SellSideBase workflow
30–70 sends · one controlled workflow · fewer chances to make the mistake everyone remembers
Buyer list imported
Send wizard
Contact / firm checks
Teaser + NDA send
Buyer-specific IM watermark added
Status tracked
Replies logged

SellSideBase turns the same outreach cadence into a controlled Outlook workflow — faster to run, easier to track, and harder to get wrong.

One workflow, inside Outlook

How SellSideBase fits into your buyer outreach process

Step 1

Start with the buyer universe

Upload your potential-buyer list, or build one directly inside the app.

Step 2

Prepare the first outreach wave

Select the teaser and NDA, choose the buyer group, and review each pre-generated email before it leaves your inbox.

Step 3

Log replies as the process moves

When a signed NDA or buyer reply comes back, log the email and let SellSideBase create a short contact-log summary.

Step 4

Release the Information Memorandum safely

Send the buyer-specific Information Memorandum from the app. Before sending, SellSideBase surfaces any buyer-specific redaction notes, attachment requirements or watermark checks recorded for that buyer.

Step 5

Keep the client update ready

Track buyer status, view the contact log, and generate the latest outreach update when the client asks where the process stands.

No CRM rollout required.

SellSideBase is not another CRM your whole firm needs to adopt. No new system of record. No months-long implementation. No asking bankers to remember to update a platform after the real work already happened in Outlook.

It is a lightweight Outlook app for one specific job: helping M&A bankers run cleaner potential-buyer outreach on live sell-side mandates.

Use it on one process. Inside the inbox your team already uses.

No new platform
No extra login
Works inside Outlook
No firm-wide adoption
No months of implementation

Built by someone who has done the manual version.

Reginald, founder of SellSideBase

It has been many years since I worked in banking, but I had the pleasure of working at both Harris Williams and Lincoln International as a junior and mid-level M&A banker.

That gave me a close-up view of the manual version of sell-side outreach: the buyer list, the Outlook templates, the teaser and NDA sends, the Information Memorandum versions, the attachment checks, the contact log updates, and the nervous final check before pressing send.

When I left banking, I started my own business — but still did smaller M&A projects on the side from time to time. The same problem kept showing up: too much of the outreach process still depended on manual repetition inside Outlook. So I decided to pivot and focus on building the software solution instead: SellSideBase.

SellSideBase exists to help sell-side M&A advisors run cleaner potential-buyer outreach from the inbox they already use.

— Reginald

Simple pricing for active sell-side outreach teams.

Start with a free trial to explore the features. No long onboarding process or setup fees.

Solo
$125 / month
Billed quarterly

For solo advisors and very small teams running targeted buyer outreach.

Up to 3 users
Try for free
Most popular
Small Team
$375 / month
Billed quarterly

For boutique M&A teams that want multiple bankers working from the same mandate.

Up to 10 users
Team pipeline viewComing soon
Try for free
Growing Team
$750 / month
Billed quarterly

For larger boutique teams running multiple active sell-side outreach processes.

Up to 25 users
API accessComing soon
NDA management workflowBeta
Priority support
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Frequently asked questions

Is the free trial really free?+

Yes. You can start the trial without a credit card.

Is pricing per user?+

No. Pricing is by plan, with a user limit included in each plan. The idea is to keep the product easy to adopt for one mandate or one team, without complicated per-seat pricing.

Can I use SellSideBase as a solo advisor?+

Yes. The Solo plan is built for solo practitioners and very small teams. It includes up to 3 users so you can add an associate, analyst, intern or part-time support if needed.

Does SellSideBase replace our CRM?+

No. SellSideBase is not meant to replace a firm-wide CRM or practice-management platform. It is a lightweight Outlook app for running cleaner potential-buyer outreach on active sell-side mandates.

Does it work inside Outlook?+

Yes. SellSideBase is built around Microsoft Outlook because that is where most M&A bankers already run outreach, follow-ups and client communication.

Does it send from my own mailbox?+

Yes. The intention is for outreach to be sent from the banker's own Outlook mailbox, so replies land where they normally would.

Can it handle teaser + NDA emails?+

Yes. SellSideBase is designed for the initial outreach wave where advisors send teaser and NDA materials to selected potential buyers.

Can it handle Information Memorandum sends?+

Yes. SellSideBase is designed to support buyer-specific Information Memorandum releases, including watermark checks and buyer-specific attachment notes.

Is this for Main Street business brokers?+

No. SellSideBase is built for lower-middle-market and boutique M&A advisors running targeted potential-buyer outreach on structured sell-side mandates.

Run your next buyer outreach wave from Outlook.

SellSideBase is built for M&A advisors who still manage serious sell-side outreach through spreadsheets, Outlook drafts and manual document checks. Start the free trial and see whether it fits your next live mandate.

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Built for Microsoft Outlook · No CRM rollout required