Execute deals faster and more effectively with innovative tools. manage sourcing, outreach, analytics and more—all under your own brand.
Generate high-quality investment memos and marketing materials automatically from your deal data.
Reach a global network of vetted investors and acquirers with curated matching algorithms.
Access a network of specialists to help at the board and operational level throughout the transaction.
Based on deal efficiency and improved speed to market with dealOS.
Map, identify and access unique deal investment opportunities through the dealOS network.
Execute your M&A deals with the backing of specialists and our secured Deal Management platform.
Bespoke deep-dive analysis of sectors and targets using our AI-enhanced advisor tools.
Access private equity providers and syndicate your positions to create liquidity faster.
| Pro | Enterprise | |
|---|---|---|
| Deal Management | ||
| Professional teaser creation | ||
| Teaser emailing | ||
| Bulk personalised emailing | ||
| Automatic reminders | ||
| Viewed teaser monitoring | ||
| Investor activity notifications | ||
| NDA management and Signature | ||
| Pre-NDA documents | ||
| Virtual dataroom | ||
| Deal analytics | ||
| Investor feedback management | ||
| Activity tracking / audit trail | ||
| Tasks management | ||
| Investor Management | ||
| Investor profiles | ||
| Team management | ||
| Deal preferences | ||
| Advanced search functionality | ||
| Investor list tagging and matching | ||
| Compliance and Security | ||
| KYC | ||
| Client categorisation | ||
| File stored in AWS S3 | ||
| Application-Level Security | ||
| Role-Based Access Control | ||
| Secure Session Management | ||
| Activity Auditing | ||
| Multi-factor authentication via SMS code | ||