SiSo Pipeline
An AI-powered operating system for M&A teams to track deals, territories, investment metrics and pipeline performance in one place.
Case Study
What the app achieves
Through the market-leading SiSo Suite of integrated solutions, SingleSource Technologies offers customizable AI-powered software designed for investment teams and advisors. SiSo Suite comprises SiSo Pipeline, SiSo Diligence, and SiSo Budget Tracker, alongside technology advisory and software development services.
Category
AI Platform
Client
Single Source Technologies
In a nutshell
Project summary
An AI-powered M&A software suite that helps investment teams and advisors run pipeline, diligence and budget workflows with less grunt work and faster deal execution.
Core Features
What we built into the product
SiSo Suite is built for M&A teams and adjacent stakeholders, with flagship products covering the deal lifecycle from pipeline through diligence and spend control.
SiSo Diligence
A collaborative, AI-enabled platform for legal diligence reporting and deal execution — with interactive dashboards and Word outputs in seconds.
SiSo Budget Tracker
Track advisor engagements, budgets and fees by mandate so deal teams stay on top of spend throughout the transaction.
Advisory & Development
Beyond the product suite, Single Source Technologies also delivers technology advisory and custom software development for M&A stakeholders.
Technical Challenges
Obstacles we solved along the way
Complex Deal Workflows
M&A teams juggle pipeline tracking, diligence reporting and advisor spend across tools that do not share context — slowing decisions and increasing risk.
AI That Fits Real Process
Investment and legal teams need AI that fits existing deal rituals, reporting formats and collaboration patterns rather than forcing a one-size-fits-all workflow.
Integrated Product Suite
Building Pipeline, Diligence and Budget Tracker as a coherent suite required shared foundations while still serving distinct roles across the M&A lifecycle.
End Result
Outcomes from the engagement
Product Suite
Delivered an integrated SiSo Suite covering core M&A workflows:
- SiSo Pipeline
- SiSo Diligence
- SiSo Budget Tracker
Services
Supported the client with technology advisory and software development alongside the product platform for investment teams and advisors.
More work
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