Everything about a deal, in one place
Each deal gets its own workspace with documents, tasks, contacts, notes, key dates, financing, and a full activity history. Anyone on your team can pick up any deal at any time.
Full deal context in one click
Click into any deal and see everything: economics, stage history, team assignments, and the full activity feed. No more asking 'where do things stand?' on any deal.
- →Deal economics with key financial metrics
- →Stage progression timeline
- →Team member assignments and roles
Documents, tasks, contacts, notes, and more
Every deal workspace has dedicated tabs for files, tasks, contacts, notes, key dates, and financing. Your team never has to leave the deal to find what they need.
- →Files tab with folders, tagging, and version control
- →Tasks tab with assignments, due dates, and status
- →Contacts tab for every party involved in the deal
If someone is out, anyone can pick up the deal.
Deal context should live in the system, not in someone's head or inbox.
A complete record of everything that happened
Every file upload, task completion, stage change, note, and contact interaction is captured in the deal's activity feed. Full audit trail with zero manual logging.
- →Automatic activity tracking across all deal actions
- →Timestamped and attributed to team members
- →Searchable activity history per deal
AI Associate that understands the deal
The AI Associate has full context on every deal in your workspace. Ask it questions about deal status, document contents, or portfolio-level insights and get answers grounded in your actual deal data.
- →Ask questions about any deal in natural language
- →Document analysis and summarization
- →Portfolio-level insights across all deals
Everything your team needs per deal
Deal overview
Economics, stage history, and team assignments at a glance.
Documents and files
Organized file storage with folders, tags, and version tracking.
Tasks and assignments
Task lists with owners, due dates, and completion tracking.
Deal contacts
Every broker, lender, attorney, and partner linked to the deal.
Key dates
Deadlines, milestones, and critical dates with automated alerts.
Activity feed
Every action captured automatically. Full audit trail, zero effort.
Everything included
Plans and pricing
Every feature 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