Every feature your deal team needs. Nothing it doesn't.
Pipeline tracking, deal workspaces, financing, document intelligence, and team execution. From sourcing to close, one platform.
Pipeline management
Know exactly which deals are moving, which are stalled, and what needs your attention this week.
Deal rooms
Files, tasks, contacts, financing, notes, and activity history. Everything about a deal, in one place. No more digging.
Financing tracker
Add quotes, compare terms side by side, and track every lender from first call to commitment letter.
AI Associate
Summarize a 50-page appraisal, draft an IC memo, or ask what's at risk across your portfolio. All from your actual deal data.
Tasks and deadlines
Every inspection, title review, and lender deadline has an owner and a due date. Overdue work surfaces automatically.
Data rooms
Create secure links for lenders, investors, and partners. Control exactly what they see, track every view and download.
Your entire pipeline, visible in real time
Stage-based Kanban boards built for acquisitions, development, and custom deal types. See every deal, every stage, every deadline. Drag deals between stages and watch your pipeline update instantly.
- →Custom stages per pipeline type
- →Days-in-stage tracking on every deal
- →Saved views with filters and sorting
- →Activity feed captures every update automatically
AI that reads your documents and knows your deals
Ask questions about your portfolio. Summarize a deal for IC. Analyze a 50-page Phase I report in seconds. The AI Associate works from your actual deal data, not generic templates.
- →Document analysis for PDFs, DOCX, and Excel files
- →Instant deal summaries with financials, risks, and next steps
- →Semantic search across every document in your workspace
- →Cross-deal comparison and pipeline queries
Every document, every deadline, one workspace
Each deal gets its own workspace with files, tasks, contacts, notes, key dates, and financing. No more hunting through shared drives and email threads to find what you need.
- →Deal-specific file rooms with tagging and pinning
- →Due diligence checklists by asset class
- →Notes with @mentions and decision tracking
- →Full audit trail of who did what, and when
Most teams are up and running the same day.
Set up your workspace, configure your pipeline stages, and start adding deals.
Track every lender, every quote, every term
The financing tracker manages your entire capital stack. Add lenders, compare quotes side by side, track application status, and keep all term sheets organized inside the deal workspace.
- →Multi-lender tracking per deal
- →Side-by-side quote comparison
- →Status pipeline from first contact to close
- →Financing-specific document management
Share deal documents without sharing your workspace
Create secure data room links for lenders, investors, and partners. Choose exactly which files they see, set expiration dates, and track every view and download.
- →Granular file and field selection per link
- →Password protection and automatic expiration
- →Real-time view and download tracking
- →Revoke access instantly
Everything included in every plan
Plans and pricing
Every feature on this page is included in every plan. Start with a 14-day free trial.
Solo
For individual operators managing their own deal pipeline.
Start 14-Day Free Trial- Full pipeline management
- Unlimited active projects
- Task management & deadlines
- Contact management
- 25 GB file storage
- 5,000 AI credits/mo
- 1 user included
- Priority support
Team
For small teams and partnerships with shared deal flow.
Start 14-Day Free Trial- Up to 3 team members
- Shared deal visibility
- Full pipeline management
- Unlimited active projects
- Complete audit trail
- 50 GB file storage
- 15,000 AI credits/mo
- Priority support
Firm
For growing organizations that need team-wide visibility and control.
Start 14-Day Free Trial- 5 members included, scale anytime
- Team collaboration & dashboards
- Full pipeline management
- Workload visibility across deals
- 150 GB file storage
- 25,000 AI credits/mo
- Complete audit trail
- Priority support
14-day free trial · Full access to every feature · Cancel anytime · No long-term contracts