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.

Captured at the source

Email, the data room, SharePoint and Teams feed straight into the deal record. No new inbox to babysit.

Always reconciled

Positions and turns kept current automatically. No manual re-entry across five systems.

Reporting, drafted

Quarterly portfolio and company reporting assembled for your review.

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Operations

Skillbook

One governed version of every procedure, served to Claude and ChatGPT.

Publish a revision and it takes effect on the next fetch. Access gaps go to IT, not the desk.

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Screens

Screening to close, from one seat.

Closed, reconciled, and reported.

See it on your deals

Become a 10× Deal Team