Every buy- and sell-side deal, from teaser to close, in one thread.
Kanban pipeline by stage, sector-aware diligence checklists, comps and football-field valuations, advisor tracking, VDR, AI-drafted IC and one-pager packs — plus a full sell-side toolkit for when you're the one running the process.
- Buy- and sell-side in one pipeline
- Sector-aware diligence
- Returns model
- Football-field valuation
What the deals workspace actually looks like.
- Buy- and sell-side in one pipeline. Switch mandate per deal; the workflow, checklists, and dashboards adapt to whichever side you're on.
- Sector-aware diligence. Different checklists per sector (F&B, Real Estate, Digital Assets, Smart Cities, Healthcare, Industrials, and more) — pre-loaded, editable per deal.
- Returns model. MOIC and IRR update live as you type entry multiple, EBITDA growth, margin uplift, and exit multiple.
- Football-field valuation. Trading comps, transaction comps, DCF ranges — plotted on a shared scale for the IC deck.
What's in the deals workspace
Every capability designed around the workflow you already run.
Switch mandate per deal; the workflow, checklists, and dashboards adapt to whichever side you're on.
Different checklists per sector (F&B, Real Estate, Digital Assets, Smart Cities, Healthcare, Industrials, and more) — pre-loaded, editable per deal.
MOIC and IRR update live as you type entry multiple, EBITDA growth, margin uplift, and exit multiple.
- Full Excel export.
Trading comps, transaction comps, DCF ranges — plotted on a shared scale for the IC deck.
Per-deal document rooms with scoped access, plus an advisor roster with engagement letters and sign-offs.
One click generates DOCX IC memos, teasers, and PPTX one-pagers from your deal data — reviewed and edited by you, not sent by the model.
Vendor DD, wall-crossing tracker, bid comparison, valuation bridge, funds flow, earnout tracker, weekly status, and equity story — everything you need when you're running the process.
Post-merger integration checklist and synergy snapshots wired to the deal, ready to hand off to the value-creation team on close.
A 25-minute demo, on your numbers.
We'll load one of your live workflows and walk through it end-to-end — no slides, no generic sandbox.
Book a demo