Complete deal management platform for M&A transactions
Custom deal pages, secure data rooms, Q&A tracking, and workflow automation - all in one place
Create branded, professional deal pages for each transaction. Share a single URL with all stakeholders to centralize communication and documents.
Secure virtual data room with granular permissions. Track who views what documents and when. Organize files by category with drag-and-drop simplicity.
Track all due diligence questions and answers in one place. Assign questions to team members, set deadlines, and maintain a complete audit trail.
Monitor multiple targets and opportunities. Track engagement status, valuation ranges, and key metrics across your entire pipeline.
Automated NDA routing and tracking. Send NDAs for e-signature, track execution status, and control information access based on NDA status.
Generate and distribute process letters, IOIs, LOIs, and transaction notices. Use templates or create custom communications for each deal stage.
Automate routine tasks with customizable workflows. Set up approval chains, notification triggers, and milestone tracking.
Real-time deal analytics and comprehensive reporting. Track engagement metrics, document views, and deal progress with visual dashboards.
Enterprise-level security with encryption at rest and in transit. SOC 2 compliant with role-based access controls and comprehensive audit logs.
Streamline your transaction process and close deals faster with purpose-built tools for M&A professionals.
Manage sell-side and buy-side processes with custom deal pages for each mandate. Track multiple bidders, coordinate due diligence, and manage timelines efficiently.
Streamline deal sourcing and execution. Organize target pipelines, manage LOI processes, and coordinate with portfolio companies throughout the transaction lifecycle.
Manage strategic acquisitions and divestitures with centralized documentation, Q&A tracking, and stakeholder coordination across internal teams and external advisors.
Coordinate transaction documentation, manage NDAs, track regulatory filings, and maintain secure communication channels with all deal parties.
Choose the plan that fits your deal volume. All plans include full platform access with bank-grade security.
Perfect for smaller firms and individual advisors
For growing M&A practices
For large firms and banks
Schedule a personalized demo or start your free 14-day trial today
14-day free trial
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Full platform access
Dedicated onboarding