Investor pipeline per deal
Track every buyer from teaser to closed, with NDA status, last activity, and inline messaging. No more parallel CRMs.
For advisors
AmericasEuropeAPACMEA14 currencies
Run a process, not a spreadsheet.
Originate the mandate, manage the buyer pipeline, and audit every touchpoint in one room. Built with M&A boutiques and IB teams running cross-border processes across the Americas, Europe, APAC and MEA.
Encrypted data room · AES-256 · TLS 1.3 · NDA executed · Audit log active
The advisor surface
Everything a sell-side process needs, where it belongs.
No more email-chains for NDAs, no more lost LOIs, no more “I sent that yesterday.” Single source of truth, per mandate.
Granular data room
Permissions by folder, by document, by viewer. Watermark every page with the viewer's name and timestamp.
Audit log, exportable
Every event stamped with workspace, user, IP, document hash. Export to PDF for counsel in one click.
Native NDA execution
Use our templates or upload yours. Sealed PDF + audit, no DocuSign seat needed. Counterparty signs in 11 minutes median.
Per-deal heatmap
See exactly which buyers are leaning in, which are stalling. Activity, not vibes.
Compliance, by default
SOC 2, ISO 27001, GDPR. Every audit ask answered with a screenshot. Data residency across the EU, US, BR and APAC by default.
A typical workflow
From mandate signed to LOI received, tracked.
- Day 0Mandate created
Wizard captures company details, financials, and target investor profile. Denominate in any of 14 transaction currencies. Teaser drafted from template.
- Day 2Buyer outreach
Long-list of investors built from your firm's network plus matching from Dealflou's verified buyer base — Americas to APAC. NDAs sent in batches.
- Day 4Data room opened
Documents uploaded, organized, permissioned. Watermark templates applied. Q&A inbox ready.
- Day 7IOIs received
Buyers submit indications inside the deal page. Heatmap surfaces who's serious. You decide who progresses.
- Day 30LOIs received
Binding offers submitted with custom terms, converted against 6 reference currencies. Side-by-side comparison view. Counsel exports the audit log on demand.
- ClosedAudit closed
Final PDF exported, mandate archived, all evidence stored for 7 years per regulatory minimum.
AI diligence
The room, read in 11 minutes.
Point Dealflou at a data room and it makes a full pass over every document. Category scores, cited findings down to the page, an executive memo, and a live Q&A — benchmarked against the platform’s comparable-transactions dataset so you can flag an ask above peer P75 before Round 2 opens.
Request access →147
Docs ingested per run
11 min
Upload to executive memo
8 / 8
Diligence categories scored
P75
Multiples cross-checked
Customer note
We replaced six tools — secure email, two CRMs, a data room, a signing platform, and an audit log — with one. Process discipline went from a hope to a default.
M
Manuel Casado
Managing Partner · Norte Iberia Advisors
Security posture
Encryption end-to-end · audit-grade by default.
AES-256 at rest. TLS 1.3 in transit. SOC 2 Type II in progress. RLS-isolated tenancy at the database level — even a careless application query cannot leak cross-firm. Every NDA carries IP + timestamp + UA on signature.
Read the trust dossier →- RLS isolation at the database layer
- Per-viewer watermarking on every doc
- Cryptographic seal on every executed NDA
- Audit chain over Supabase Realtime
- GDPR · LGPD · CPRA · APPI by design
Ready to run your next mandate here?
Access is KYB-gated and approved within 48 hours. We start with a 30-minute walkthrough of the workspace and one live mandate per firm.