The unified deal management platform that adapts to your workflow. Track private equity buyouts, venture capital rounds, M&A transactions, and real estate deals—all in one place with AI-powered document analysis and intelligent insights.
Whether you're tracking PE buyouts, VC funding rounds, M&A transactions, or real estate deals— manage everything in one intelligent platform designed for deal professionals.
Comprehensive tools for PE, VC, M&A, and real estate deal management
One platform that adapts to PE, VC, M&A, and real estate workflows—each with tailored fields and stages.
Upload deal memos and get instant AI extraction of financials, metrics, risks, and investment insights.
Manage contacts, track relationships, assign tasks, and add comments—all within your deal workflow.
Powerful dashboards with portfolio insights and one-click export to Excel, CSV, and PDF formats.
Support for PDF, Word, PowerPoint documents up to 50MB with secure cloud storage and processing.
Drag-and-drop kanban boards with customizable stages that adapt to your specific deal process.
Track burn rates for VC, IRR/MOIC for PE, success fees for M&A—each model has its own metrics.
From document upload to actionable insights in under 60 seconds. No manual data entry required.
Each business model gets tailored workflows, metrics, and stages designed specifically for how you work.
Manage buyouts, growth investments, and portfolio companies with PE-specific metrics and workflows.
Track startup investments from seed to Series C+ with funding rounds, valuations, and burn rate monitoring.
Also supported: M&A Advisory workflows
Track advisory mandates, success fees, and transaction types for M&A deals.
Upload your first deal memo and experience how AI transforms your deal evaluation process. Get started in seconds.