Adaptive Learning for Every Deal Phase
The Intelligence Hub tailors your learning path to your role, timeline, and deal stage so you get exactly what you need, when you need it, without the noise—built from 400+ operator interviews.
Not Static Courses. Adaptive Execution Paths.
The Intelligence Hub uses AI to build a personalized learning path based on your role, deal stage, and available time. Whether you have 15 minutes or 2 weeks, you get the frameworks, templates, and operator insights to support you right now.
Deals don’t move in straight lines. Your learning shouldn’t either.
Three Ways to Use It
Follow a Skill Track At Your Pace
Ship a deliverable on your timeline.
Each track adapts to how much time you have. Working it over 2 weeks? Get structured skill-building. Need it done by Friday? Get compressed, action-first sequencing. Same practitioner frameworks, different pacing.
- Depth vs. speed based on your timeline
- Priority sequencing (critical execution first)
- Optional deep-dives when you have time
- Real-time recommendations as you progress
Search by Situation
Find the right template fast.
Search by role, deal stage, or resource type. Pull the template. Get the "how to run it" guidance. Move.
- Integration plan template
- Diligence cadence agenda
- Retention plan for key leaders
- Synergy tracker + owners
Get Your Personalized Path–In Real Time
Adapt to your timeline and situation.
Tell us your role, deal stage, and how much time you have. The platform builds a tailored learning path in seconds, prioritizing what you need to execute today vs. what to build for long-term expertise.
- Time-aware: 20 minutes before IC? Get the decision framework. Two weeks until close? Build integration mastery.
- Role-specific: Corp dev sees diligence cadence. Integration sees Day 1 sequencing. Finance sees value tracking.
- Deal-adaptive: Your learning path updates as you move from LOI → diligence → close → integration.
- Priority-sequenced: Critical execution needs first, skill-building second—unless you tell us otherwise.
Built for Every Seat at the Deal Table
Select your role and the platform adapts everything: recommended tracks, priority sequencing, and even the examples you see.
- Different starting points: Each role sees the tracks that matter most for their function
- Different examples: Finance sees financial diligence stories. HR sees retention plan examples.
- Different sequencing: What's "critical" for corp dev may be "reference" for legal
Corp Dev
PE Portfolio Ops
Integration / IMO
Finance
Legal
HR / People Ops
Operations
Strategy
Corp Dev
PE Portfolio Ops
Integration / IMO
Finance
Legal
HR / People Ops
Operations
Strategy
Built on the Buyer-Led M&A™ Operating Standard
Every track maps to the five pillars of Buyer-Led M&A™—built from 400+ operator interviews.
Never M&A on Impulse
Unified Process, Tools & Data
Win-Win Approach
The Buyer-Led M&A™ Framework
Synchronized Diligence & Integration
Built for Scalability
Start Here
Buyer-Led M&A™ Foundations
Diligence Cadence & Decisions
Integration Built in Diligence
Value Capture & Operating Plan
Retention Strategy for Key Leaders
Building a Repeatable Deal Cadence
Included With Membership
Full access to the Intelligence Hub, Skill Tracks, templates, and live operator sessions. Learn from operators with reps. Ship deals with fewer surprises.
Whats included:
- Intelligence Hub (400+ interviews, playbooks, templates)
- Skill Tracks (20+ execution paths with step-by-step guidance) Coming Soon
- Guided Intelligence (surfaces what's next)
- Live operator sessions (weekly sessions, Labs, AMAs)
- Community access
- Templates from real deals
- Buyer-Led M&A™ framework
For Teams: Make It Repeatable Across Functions
Assign tracks across corp dev, integration, finance, legal, and HR. Upload your internal playbooks. Track where execution breaks. Build an operating standard that improves deal after deal.
Everything in Professional, plus:
- Upload internal playbooks and training
- Assign role-based tracks across functions
- Private enterprise library (searchable by role + stage)
- Team analytics (readiness, gaps, execution consistency)
- Post-mortem capture to keep standards current
- Dedicated onboarding and support
Your Next Deal Path Builds in Real-Time
The Intelligence Hub adapts to your role, timeline, and deal stage, delivering the frameworks and templates you need right now. Every deal makes you faster. Every path makes you sharper.