Built for the way M&A closes
The AI-native operating system for paying agent & escrow.
Built by the people who ran these deals — 1,000+ closings inside paying agent and escrow operations. We know exactly where the old way breaks. So we rebuilt all of it.
The problem
M&A still closes on email and manual processes.
A different system for every step. Nothing connected. Two-day SLAs treated as the norm. Third-party vendors that don't innovate.
The technology never scaled — so the teams did. When volume goes up, the answer is always another hire.
The math no longer works.
We always knew the problem. Now we've built the solution. Evolv is the new standard for paying agent and escrow.
One platform
Log into Evolv. Don't leave Evolv.
Evolv collapses the stack of disconnected third-party tools and vendors into one system. When the whole closing runs in one place, the process is defined end to end and the outcome is controlled — fewer touchpoints, fewer handoffs, no hopping between email, e-signature, and file-share tools, and never a hunt for the final version of anything. There's only one.
Holders self-serve, end to end
Elections, signatures, W-9s and W-8s — guided, tracked, and done online. No printing, no mailing, no chasing.
Tools law firms have never been given
A live view of the entire closing, and the controls to run it. See what any shareholder sees. Put a document in front of any holder without touching an inbox. Ask Vee, an assistant of your own. The rest we'd rather show you.
Packets that build themselves
We didn't integrate an e-signature platform — we built ours and put it underneath, so your team never opens one again. Fields land where they belong, deal after deal. What a signer fills in is yours — reportable across every deal — and no template gets rebuilt twice.
Money movement with controls
Split proceeds, staged approvals, dual control on every movement, and a complete ledger from funding to final release.
Email that files itself
Deal correspondence lands in the platform. Attachments save themselves to the right folder — automatically.
The year-end, handled
Certification enforced before money moves. 1099s aggregated and filed. AI-assisted reports whenever anyone asks "where are we?"
The AI layer
Meet Vee — every deal's personal assistant.
Vee lives inside the platform and knows the deal — the holders, the documents, the money, the deadlines. Your team directs; Vee does the work.
Ask anything
Status, holders, payments, documents — instant answers grounded in the deal's actual data.
Instruct Vee to do tasks
Tell Vee what needs to change on the deal. The work comes back done, waiting on your approval.
Reads the deal's email
Incoming correspondence gets read, filed, and flagged — the inbox works itself down.
Cap tables, processed
Spreadsheets in any format become a clean, validated shareholder roster — automatically.
Document intelligence
Uploaded documents are read and understood — data extracted, not retyped.
Custom reporting
Describe the report you need and Vee builds it — every figure pulled straight from the deal's records.
AI drafts. People approve. Every Vee action is logged, attributable, and reviewable — built for fiduciary work, not a chatbot bolted on.
The mission
The technology never scaled. That changes now.
- →Built for unlimited deal volume
- →The most complex deals handled, not turned away
- →A fraction of the headcount to run it
- →Features law firms never thought to ask for
- →Close in hours what used to take days
Evolv Finance was founded by Patrick McAlpin and Mehul Patel — 8+ years inside paying agent and escrow operations, 1,000+ deals built and closed. This is the system we always wished we had, from the people who ran these deals.
Co-founders
The people behind Evolv.
Patrick McAlpin
Co-founder & CEO
Mehul Patel
Co-founder & CTO
Security
Built for fiduciary work.
Isolation by design
Client data is separated at the data layer; sensitive fields — tax IDs, banking details — are encrypted at rest on top of full transport encryption. And isolation isn't a policy document here — it's a failing test. A change that weakens the boundary doesn't ship; it doesn't build.
Complete audit trail
Every action on every deal is recorded, timestamped, and attributable. Nothing happens off the record.
Dual control
Sensitive operations require a second set of eyes before they take effect — dual approval, built in.
Attacked before it's shipped
We run fleet-scale adversarial audits against our own platform — independent AI agents hunting for isolation gaps, auth gaps, and privilege escalation. Continuously, not annually. Every release clears secret, static-analysis, and dependency-vulnerability scans on the way out.
Your data trains nothing
Deal data is never used to train shared or third-party models. Nothing you put on the platform leaves it to make someone else's AI smarter — your holders, your documents, your knowledge stay yours.
The AI can't act on its own
Vee holds no keys and touches no system directly. It proposes; the platform validates every proposal against a fixed set of permitted actions, and a person approves it. There is nothing for a bad prompt to take over.
Get in touch
See a closing run on Evolv.
Thirty minutes, live product, your deal scenarios. We'll show you the whole path — solicitation to final payment.
Questions, or need a time you don't see? Write patrick@evolv.finance