dealOS.info

AI POWERED SEARCH AND ANALYSIS

The intelligent platform for fundraising and M&A

Execute your deal 3× faster

400+ investors have already engaged with teasers built on dealOS

AI investor matching Trackable teasers NDA automation Your branding

Institutions Angels

Example Prompts

DEAL INTELLIGENCE — INSIGHTS

Strategic Opportunity

Readiness

COMPANIES HOUSE & MARKET DATA

Company Intelligence

Search UK company records, officers, filings, and financial snapshots from Companies House.

Example Prompts

Institutional reach

Institutional access through dealOS

400+ institutional investors have reviewed deals on dealOS

70%+ email open rate on investor outreach campaigns

20% of investors who viewed a teaser signed an NDA

Private Equity / Growth Equity

Venture Capital

Private Debt / Venture Debt

Built in public

What's new

We ship multiple times a day. Here's a look at the most recent improvements going live for our customers.

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DEAL ANALYSIS

Strategic Opportunity

Your pitch has been analysed by our Investment AI. Below is your deal readiness profile.

Readiness

01 — Platform

Everything you need
to execute deals

Deal Pipeline Management

Track and manage all your transactions in one centralised dashboard with real-time status updates.

Document Management

Secure document sharing and e-signature workflows with version control and audit trails.

Warm Client Outreach

Convert prospects into Warm Leads with AI-optimised Warm Emails leveraging dealOS database intel and your unique deal data.

Warm Lead Intelligence

Compliance & Security

Bank-grade security with SOC 2 compliance, encrypted data storage, and zero-trust access controls.

SOC2 TYPE II ISO 27001 GDPR

Analytics & Reporting

Real-time dashboards and custom reports to track deal progress and portfolio performance.

Data Room

Virtual data rooms with granular permissions, watermarking, and activity tracking.

YOUR DATA, OUR PROMISE

Your data is yours, and yours alone

We build for the most regulated industry. Your privacy is core to our solutions.

Bank-Grade Security

We maintain the same information security standards as global financial institutions. No compromise.

Safer Searching

We don’t use your searches to train our AI. All your activity is deleted, unless you choose to save it.

Data Privacy

Your data is never retained. We create a unique server for your uploads and then delete it when you have finished.

SOC2 Compliance

GDPR Ready

ISO 27001 (in progress)

SECURITY & COMPLIANCE

Credentials you can verify

dealOS is built on certified infrastructure and operates to the same standards our clients are audited against. Every layer — from the data centre to the database — is independently assessed.

dealOS

Our certifications

ISO/IEC 27001 (in progress) — information security management aligned to the international standard, covering access control, change management and incident response.
SOC 2 Type II (in progress) — continuous monitoring of the security, availability and confidentiality trust principles.
UK GDPR & EU GDPR — lawful basis documented per data flow, DPA available on request, sub-processor register maintained.
Cyber Essentials — UK government-backed baseline covering firewalls, patching, malware defence and user access.

AWS

Inherited infrastructure controls

All compute, storage and networking run in AWS eu-west-1 (Ireland). We inherit the following AWS-audited controls:

ISO 27001, 27017, 27018 — information security, cloud security and personal-data-in-the-cloud.
SOC 1, SOC 2, SOC 3 — audited annually by third parties; reports available under NDA via AWS Artifact.
PCI DSS Level 1 and FedRAMP High — the highest commercial and US-government assurance levels.
Encryption — data encrypted in transit (TLS 1.2+) and at rest (AES-256) using AWS KMS-managed keys.

Supabase

Data layer controls

Investor and deal data is isolated per tenant on Supabase, which inherits and extends the AWS baseline:

SOC 2 Type II — audited continuously; report available on request.
HIPAA-ready platform controls for regulated workloads.
Row-Level Security — enforced "Chinese walls" between tenants via Postgres RLS policies tied to org_id.
Point-in-time recovery and daily encrypted backups retained for 30 days.

Model providers

AI usage & privacy

No training on your data — every model vendor we use (Anthropic, OpenAI-compatible, Groq, OpenRouter) is contracted with zero-retention, no-training terms.
EU data residency available for sensitive workloads via region-locked endpoints.
Prompt redaction — deal names, contact details and documents are never logged by model providers beyond the request lifetime.
Audit trail — every AI action is logged server-side with a request ID you can reference in support.

dealOS transformed how we run transactions. Our deal cycle time dropped by 40% and our team finally has a single source of truth for every live deal.

Oskar Osbourne

CFO

YOUR BRAND

Branded, customisable deal portal

Create a deal site for your investors that reflects your brand and your identity.

Custom Subdomains

Host your deals on your own custom domain (deals.yourbrand.com) for a seamless client experience.

Visual Identity

Apply your logos, fonts, and brand colors across every touchpoint, from the portal to automated emails.

Client Continuity

Maintain brand trust during sensitive transactions by keeping investors within your ecosystem.

INTELLIGENT LEGAL DOCUMENT LIBRARY BETA

The intelligent legal documents you need to raise, priced at zero

Edit industry-standard templates inline in your browser and download a customised PDF in seconds — including the latest BVCA February 2025 model documents.

Mutual NDA

Two-way confidentiality agreement for protecting sensitive deal information between parties.

Summary of Terms

February 2025 model term sheet — key commercial terms for a venture investment round.

Subscription Agreement

Subscription for shares with warranties, conditions and completion mechanics.

Shareholders Agreement

Investor rights, governance, transfer restrictions and minority protections.

Articles of Association

Model Articles with preferred share rights, anti-dilution and exit waterfall.

Registration Rights Agreement

Demand and piggyback registration rights in anticipation of a listing or sale.

The intelligent platform for fundraising and M&A

Strategic Opportunity

Answer these to raise the readiness score

Company Intelligence