Our Workflow tool eliminates the miscommunication, missed deadlines, and team silos that derail transactions – helping dealmakers streamline deal preparation, track NDAs, manage RFI lists, and coordinate due diligence activities so you can focus on execution, not administration.
With Workflow, you'll start with proven templates and integrated systems that give you a head start. Transform how you manage opportunities by keeping ahead of critical deadlines, maintaining deal momentum through real-time visibility, and ensuring nothing falls through the cracks. Whether you're handling multiple concurrent deals or collaborating with internal teams, Workflow streamlines processes to free up time for strategic work.
Workflow is built directly into your deal room – no switching between platforms. Manage workflows, documents, and stakeholders in one centralised command centre. Control your entire deal ecosystem from a single dashboard without juggling multiple tools or losing critical information between systems.
Capture what makes your best deals successful and replicate it indefinitely. Create reusable templates for deal preparation, due diligence checklists, and workflow processes. Turn ad-hoc excellence into systematic superiority that scales with your growth – build once, reuse forever.
Join the teams that close deals faster and more efficiently
Built directly into your deal room – no switching between platforms. Manage workflows, documents, and stakeholders in one centralised command center.
Save your best workflows as reusable templates. Replicate successful processes instantly for faster setup and consistent outcomes across all deals.
See your entire deal timeline at a glance with interactive Gantt charts. Identify dependencies, track progress, and spot potential delays before they impact your close.
Keep internal and external teams perfectly aligned. Assign tasks, set priorities, and eliminate risky email chains with secure, trackable collaboration.
Import your existing checklists and workflows directly from Excel. Export snapshots anytime. Bridge the gap between old processes and new efficiency.
Ready to turn deal coordination from chaos to competitive advantage? Start building your workflow today –setup takes under 5 minutes.
