For Operations
Close without the chaos.
Deal operations and data management: documents captured at the source, reconciled into one record, and reporting drafted for you, in the tools your team already uses.
01
Captured at the source
Email, the data room, SharePoint and Teams feed straight into the deal record. No new inbox to babysit.
02
Always reconciled
Positions and turns kept current automatically. No manual re-entry across five systems.
03
Reporting, drafted
Quarterly portfolio and company reporting assembled for your review.
Screens
Screening to close, from one seat.
Closed, reconciled, and reported.
See it on your deals
Become a 10× Deal Team
Never trained on your data · Bring your own model