How KCP transforms client-deal tracking with KANNA

Turning deal chaos into clarity

KCP is an M&A advisory firm connecting businesses across Japan, and ASEAN countries. With hundreds of potential deals at various stages — from NDA signing to client matching — the team needed a way to delegate and keep track of what was happening with which client, and what any next steps.
What was meant to be an efficient advisory process was sometimes slowed down in manual handoffs, duplicate work, and delayed reporting systems. KCP recognized the need for a more streamlined and reliable process.

“We have hundreds of potential deals at this very moment, so it was hard to know the status of each project. It was also confusing to know which companies had signed NDAs or what the next step was for each deal”

-- Mr. Kusumoto, Co-Founder and Managing Partner of KCP

One workspace for all clients, deals, targets

KCP turned to KANNA, a platform they had already been recommending to clients in construction and manufacturing. They saw an opportunity to adapt it for a completely new and different use case — M&A advisory operations.
Now, every project follows a clear pipeline inside KANNA project board for tracking status. This looks like:

Status updates, client data, and internal notes centralized in one shared place. The Project Board feature, which is customizable based on your desired project flows, and ease of reporting makes it easy to see where every deal stands — and who’s responsible for what.

“The project board and reporting system are the most useful features for us.”

-- Mr Tsutsui, M&A Advisor at KCP, KANNA Champion User

“After using KANNA, we have one place where everyone can update the status and track what needs to happen next.”

-- Mr. Kittipoj (Name), Financial Analyst at KCP, KANNA Main User

Less overlap, faster action

Before KANNA, team members often duplicated work or had to cross-check several lists to find the latest status.  Now, deal statuses are centralized, project information is updated consistently, and teams are aligned on priorities in real time using KANNA Project Board. While still early in their implementation, KCP is already experiencing faster reporting, and smoother team coordination as they continue evaluating how to maximize the app’s value.

“Since implementing KANNA, we’ve had fewer duplications and faster reports, it’s helping us stay coordinated even as we manage more deals.”

-- Mr Kittipoj (Name), Financial Analyst at KCP, KANNA Main User

Reimagining M&A advisory workflows

KANNA wasn’t designed for the desk working M&A world — but KCP’s use case shows how flexible it can be.
Though KCP has only recently adopted KANNA internally, they’re already seeing clear benefits — and exploring what comes next. The new Task Management feature, for instance, could help assign next steps with due dates and track progress across multiple projects.
KCP’s use case might just point to a broader truth: sometimes, the best tools are the ones you adapt for your own way of working.

“We know KANNA well and have recommended it to many companies. Now, we’re learning how to use it ourselves — and it’s already making a difference.”

-- Mr Kusumoto, Co-Founder & Managing Partner at KCP