Deal execution made better.
Move faster, be more responsive, and feel less stressed. Get back hours every day and win more deals, thanks to contract automation, streamlined communication, real-time collaboration, and much more.
Manage and monitor deal execution with dealOS
Better collaboration and deeper insights for fast decision making. No more duplicated questions or insights that get lost.
Fully automated advisor management from joinder NDA signing to document distribution, WGL exports, and much more.
Accelerate and automate administrative tasks
dealOS frees up your time, allowing you to focus entirely on deal execution.
Automation
Close the deal faster and more confidently, with better insight.
From recurring cost runs and daily check-ins to document distribution, scheduling and milestone tracking, dealOS has got you covered.
Security
Your data is always safe, thanks to secure and certified cloud hosting.
Secure, scalable cloud access through certified data centers (e.g., SOC 2). Platform features, such as detailed audit trails, provide complete transparency.
Execution
Manage Deals on the go with cost, insight, and timeline overview.
Gain an instant overview of deal progress, cost, timelines, and insights. Use dealOS on any web browser and your mobile device for deal management on the go.
Automation
Close the deal faster and more confidently, with better insight.
From recurring cost runs and daily check-ins to document distribution, scheduling and milestone tracking, dealOS has got you covered.
Security
Your data is always safe, thanks to secure and certified cloud hosting.
Secure, scalable cloud access through certified data centers (e.g., SOC 2). Platform features, such as detailed audit trails, provide complete transparency.
Execution
Manage Deals on the go with cost, insight, and timeline overview.
Gain an instant overview of deal progress, cost, timelines, and insights. Use dealOS on any web browser and your mobile device for deal management on the go.
Streamlined deal communications
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Superior insights and supercharged deal execution for high-performance investment teams.
Frequently asked questions
If you can’t find what you’re looking for, get in touch.
Who is dealOS for?
dealOS is for every investment manager that uses an advisor-supported DD process such as Growth and Private Equity, Venture Capital, Real Estate, Debt and Corporate M&A. In short, any investor doing diligence in private markets.
How does the initial onboarding work?
We provide complimentary white-glove onboarding for all clients. Through screensharing, we introduce you to dealOS. Upon inviting users, they receive an email link to the platform. dealOS then leads them through the onboarding process, including mandatory steps like creating an account and signing a B2B/Joinder NDA before receiving any deal-related information.
How will dealOS speed up my deal execution?
We provide a smooth and automated process for project onboarding and deal execution, from fully automated signing of B2B/Joinder NDS and the automated distribution of onboarding packages (CIM, Vendor DDs, et al) to automated cost runs, centralized milestone management (including calendar exports) and daily check-ins (e.g. Deal Pulse). With dealOS, you can focus on value-adding activities, such as analysis and decision-making, rather than repetitive tasks.
Is my data and communication safe?
We maintain strict security and access standards. Our platform uses regulated, scalable cloud hosting for top-tier security. We employ strong encryption for privacy and dealOS provides detailed audit trails for transparency.
How do I ensure that all deal advisors use dealOS as the central deal management tool?
We have spent years working as advisors to private equity funds. We know how stressful deal processes can get and the inefficiency of repetitive tasks. dealOS was created to eliminate non-value-adding activities, allowing you and your service providers to focus on core competencies and blazingly fast deal execution. We believe your suppliers will appreciate these benefits as well.
Is dealOS compatible with Desktop and mobile platforms?
dealOS is fully compatible with both desktop and mobile platforms, ensuring a seamless and efficient experience across devices. Whether you are tracking a deal on your mobile while on the move or managing tasks from your desktop, our software provides consistent functionality and user experience, keeping you connected and in control of your deal execution at all times.
How much does it cost?
At present, dealOS is free to use for all clients. We are currently in beta and will be introducing a pricing model in the near future.
What if I have a question or need support?
We are only a click away. Our support team is available to answer any questions you may have and we offer a growing library of how-to videos.
What's next on the roadmap?
We are working on enhancing dealOS with many additional features to support your deal execution. For example, advisors will be able to upload their release letters (et al) to their profile. So, sharing due diligence reports with lenders and insurers will be only one click away. We are also working on a number of integrations with other software providers to further streamline your deal execution. Other features will simplify ESG-related tasks. And so much more. We are always open to feedback and suggestions from our clients. Please reach out to us.