A Centralized Diligence Platform Tailor-Made for M&A Advisors and their Clients

A unified platform to manage data requests, documents, and follow ups between M&A Advisors and their clients. Speed up deal timelines while offering a transparent and seamless experience for clients.

How Can DealTech Improve Your Diligence Workflow?

Manage All M&A Diligence Requests in One Place

Consolidate data request lists and eliminate version control headaches

Track Document Status and Progress in Real Time

Drag-and-drop documents to satisfy requests and automatically track progress

Automatically Map Data Room Files to Requests

Upload data request lists in excel or manually, modify, edit, and export pre-formatted status updates

A better client experience.

Your clients trust you to manage diligence in an efficient, professional manner.

DealTech ensures your team has a unified approach to diligence that makes the process smooth, organized, and professional without compromising speed.

The Result?

Accelerated Timeline
Increased Bandwidth
Happier Clients

The Old Way

The New Way

Static Excel Trackers

Send document requests and track progress in Excel, risking version control issues and creating extra work for you and your client.

Manual Data Mapping

Manually review documents and track which files satisfy which requests, which is time-intensive and error-prone.

Disconnected Systems

Excel trackers and the VDR on separate systems, increasing the time it takes to receive data, upload files, and update the tracker.

Collaborative Platform

Modular, table-based platform that turns static request lists into a functional, professional work environment, creating a better experience for you and your client

Automatically Map Data to requests

Upload documents directly to requests to automatically map requests to VDR file locations, removing extra steps and manual indexing

Integrated VDR

One platform to manage request lists and document organization for a faster process and streamlined workflow

Other Platforms Address the problem, DealTech solves it.

Other diligence management platforms take more time to use than they save. Broad workflow management platforms lack the specific functionality needed to make M&A and capital raise transactions more efficient.

DealTech enhances your existing workflow by unifying three key elements: Request lists, data rooms, and communication. Documents and Diligence Requests are two sides of the same coin, so why shouldn't they be unified?
Purpose-Built for M&A and Investments
Built by former Technology M&A bankers with deep understanding process workflows from Analyst to Managing Director.
High Importance
Designed to solve banker-specific pain points that broader platforms lack the expertise to solve.
Man With Money
Designed with the junior banker in mind to ensure every feature enhances workflows while leaving room for flexibility.
Integrates Seamlessly Into Existing Workflows
Excel and PDF request lists aren't going anywhere. Quickly upload these static request lists to transform them into a dynamic workspace to share with clients.

As progress is made, easily export pre-formatted and white-labeled status updates to send to all parties. Or, automatically send by email.

Unify Bankers, clients, and data Requests

Admin Portal
Client Portal
Integrated Data Room

Upload and Manage Dynamic Diligence Lists

Tabular format allows users to upload and organize multiple lists with custom fields for prioritizing, assigning, and tracking status.

publish Documents to integrated VDR

Preview documents to review, mark requests as complete, and publish documents to the integrated VDR.

Communicate with clients and provide context

Respond to by-request client questions or add comments to specific requests to keep Q&A out of email and provide document-specific context.

Add Custom Fields and make real-time edits

Customize by adding new columns or data fields. Utilize keyboard shortcuts and arrow keys to quickly navigate and make edits with a modular data structure.

Directly Upload Documents

Drag-and-drop files onto specific requests instead of using email or intermediate data rooms. Or, upload files directly to the integrated VDR and manually map to requests.

Add Comments to Requests

Ask questions, provide context, or type verbal responses to requests. Conversations are threaded on each request with optional email notifications.

Delegate to Team Members

Assign requests to team members, set deadlines, and send email reminders to keep the whole team on pace.

See Progress in Real Time

See a live view of open and closed requests, easily visualize progress, and get notified of changes.

Internal Content Management

Structure VDR folders, upload files direct, publish or unpublish documents, and watermark or encrypt data.

Documents labeled with Request Number

VDR Files are tagged with request reference numbers when uploaded through the request list. Retroactively create or modify data mapping to harmonize requests and files.

deal counterparty access

VDR-only access for counterparties to download documents and see a mapping of files/folders to requests, streamlining follow ups.

permission and access controls

Admin controls for counterparties to manage permissions, visibility, and usage.

Join the Waitlist

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