Advisor-first M&A workflow platform

Run M&A deals from one secure AI workspace

Manage pipeline, analyze documents, control investor access, and distribute deals from one platform.

Book advisor demo Start free advisor workspace Explore marketplace

Built for advisors who need deal control, investor distribution, and VDR-grade trust.

Workflow

Deal room

Pipeline, teaser, buyer distribution, and diligence in one view.

Archie AI

Summaries, document Q&A, and diligence red flags.

Security

NDA-gated VDR

Permissions, watermarking, logs, and access controls.

Distribution

Invite buyers

Target investors directly before opening broader marketplace discovery.

150+

Advisory firms

800+

Deals listed

$2.4B+

Deal value facilitated

99.9%

Platform uptime

Security & compliance:

SOC 2 Type II(In Progress)

GDPR Compliant

AES-256 Encrypted

TLS 1.3 in Transit

Four product pillars

What the product actually does

Deal workflow

Run pipeline, teasers, diligence, buyer activity, and close readiness from one workspace.

Secure VDR

Protect confidential files with NDA-gated access, permissions, watermarking, and audit visibility.

AI deal intelligence

Generate AI summaries, answer document questions, and surface red flags without leaving the room.

Controlled distribution

Publish public deals when needed or invite targeted investors directly to private opportunities.

Advisor workflow

Replace spreadsheet ops and passive VDRs

Dealflou should feel like the operating system for running a sell-side process, not just a file repository.

Create the deal workspace and upload teaser materials.

Use AI summaries and document Q&A to structure the story fast.

Invite qualified investors or publish to marketplace discovery.

Track NDA, VDR access, and buyer engagement without external spreadsheets.

AI outputs

Keep the AI promise concrete

AI summaries

Turn room documents into quick deal briefs for advisors and buyers.

AI Q&A over documents

Answer diligence questions without manually hunting across folders.

AI red flags

Highlight gaps, inconsistencies, and missing diligence items before investors do.

AES-256 + TLS 1.3

Deal files are encrypted at rest with AES-256 and protected in transit with TLS 1.3 — the same standards used by institutional financial platforms.

Granular permissions

Access is scoped by investor, folder, document, download behavior, print restrictions, and watermark rules — all set by the advisor.

Immutable audit logs

NDA execution, room entry, document views, and downloads are recorded with timestamps and user identity — permanently and in one place.

AI scoped per deal room

Archie AI operates within the authorized boundaries of each deal room. Summaries and Q&A never blend data across separate deals.

Private investor distribution

Don't wait for passive discovery. Invite the right investors directly to a deal, then move them into NDA and VDR access with clear status tracking.

Invite-only flow for private opportunities

Open tracking, NDA status, and VDR progression

Better than sending decks and blind links over email

Marketplace as a second layer

Use marketplace visibility when you want broader discovery. Keep the advisor workflow primary and the marketplace as a liquidity layer, not the whole product story.

Explore how the marketplace works

Who the site is for

Make the segmentation explicit

For M&A advisors

Run deal workflow, organize diligence, control buyer access, and distribute opportunities.

See advisor workflow

For investors

Review invited or public deals, sign NDA, and enter secure VDRs with better context.

See investor experience

For entrepreneurs

For owners exploring a transaction and looking for the right advisory partner before going to market.

See entrepreneur path

Pricing snapshot

Self-serve entry, enterprise motion

Advisors should be able to start quickly, but the site should still support demo-driven sales conversations for serious teams.

Advisor workspace

Deal workflow, secure VDR, AI summaries, and investor distribution.

Investor access

Invited deals, marketplace discovery, NDA flow, and room access.

Enterprise support

Sales-led rollout for multi-user teams, higher volume, and process migration.

FAQ

Answer the obvious questions fast

Is Dealflou a VDR or a marketplace?

It is both, but not only that. Dealflou combines workflow, secure VDR, AI analysis, and buyer distribution in one advisor-first product.

Can advisors invite investors directly?

Yes. Advisors can distribute private deals directly, track opens, move buyers into NDA, and grant VDR access from the same deal workspace.

What does the AI actually do?

The public product promise is focused on three outputs: AI summaries, AI Q&A over documents, and AI diligence red flags.

How do private deals work?

Private deals stay out of marketplace discovery. Advisors invite investors with controlled access, then gate confidential material behind NDA and VDR permissions.