DealDoc

Experience a smarter way to

manage M&A deals with DealDoc

Track and close deals more effectively with

your notes, tasks, and team all in one place.

Experience a smarter way to

manage M&A deals with DealDoc

Track and close deals more effectively with

your notes, tasks, and team all in one place.

Experience a smarter way to

manage M&A deals with DealDoc

Track and close deals more effectively with your notes, tasks, and team all in one place.

Team Collaboration

Jessica Manan

General Manager

# finance diligence

Were we able to back into the run-rate ARR number?

Michael

Product Manager

# market research

They’re strong in markets we’ve been struggling to penetrate. The merger could give us a significant edge there.

YOU

M&A Analyst

# regulations

Agreed, but we need to consider the regulatory hurdles. Merging with Orion might raise antitrust concerns, especially in the European market.

Team Collaboration

Jessica Manan

General Manager

# finance diligence

Were we able to back into the run-rate ARR number?

Michael

Product Manager

# market research

They’re strong in markets we’ve been struggling to penetrate. The merger could give us a significant edge there.

YOU

M&A Analyst

# regulations

Agreed, but we need to consider the regulatory hurdles. Merging with Orion might raise antitrust concerns, especially in the European market.

Team Collaboration

Jessica Manan

General Manager

# finance diligence

Were we able to back into the run-rate ARR number?

Michael

Product Manager

# market research

They’re strong in markets we’ve been struggling to penetrate. The merger could give us a significant edge there.

YOU

M&A Analyst

# regulations

Agreed, but we need to consider the regulatory hurdles. Merging with Orion might raise antitrust concerns, especially in the European market.

NOTES MANAGEMENT

Orion Technologies Notes

Finance Diligence

2 Notes

Tech Diligence

2 Notes

Model Build

2 Notes

Internal IC Meetings

2 Notes

Quantum Innovations

Finance Diligence

2 Notes

Tech Diligence

2 Notes

Model Build

2 Notes

Internal IC Meetings

2 Notes

Deals Records

Early Stage

Johnsons & Materials Cooper

Quantum Innovations

Post LOI

Acme Company Acquisition

Aurora Dynamics

Deals Records

Early Stage

Johnsons & Materials Cooper

Quantum Innovations

Post LOI

Acme Company Acquisition

Aurora Dynamics

Streamline your M&A

process with the first industry built deal management software

Streamline your M&A process with the first industry built deal management software

Streamline your M&A

process with the first industry built deal management software

DealDoc offers user a streamlined, user-friendly tool to manage multiple deals efficiently. It combines note-taking, task management, and collaborative features, helping teams stay focused on crucial tasks in fast-paced deal environments. Perfect for handling several workstreams, DealDoc ensures key details are never missed, making complex deal-making more manageable.

Slack For reporting and feedback

Evernote For Note-taking

Asana For Task Management

Onenote For Note-taking

all in one app

Trello For Task Management

The All-in-one Solution for Deal Managers

Eliminates the need for multiple tools, with task management, note-taking, and reporting all within a single platform, saving time and improving deal management effectiveness.

Deal Management.

All in one place.

Deal Management.

All in one place.

Manage all your active deals at once, by stage classification. With workstream level note-taking, task management, and stage categorization, DealDoc allows for efficient handling of multiple deals simultaneously.

Quantum Innovations

Stage ID - #IE2OHR

Completed

Acme Company Acquisition

Stage ID - #92UJD

Ongoing

Aurora Dynamics

Stage ID - #2O3T0X

Cancelled

Johnsons & Materials Cooper

Stage ID - #BT40U2

Completed

Manage your deal notes. Down to a workstream level.

No more scattered or cluttered notes; everything is now neatly consolidated in one place, across all deals, with the ability to organize notes at a workstream level.

With reporting, everyone will have a finger on the pulse.

Facilitate efficient communication of deal updates to your entire team. Share the latest deal notes, changes to tasks, and upcoming meetings with ease, ensuring everyone stays informed for seamless collaboration in deal management.

DealDoc’s Automated Updates

Hi Alex, just a quick update: You're now up to speed on the latest developments with the Kingston Deal.

Latest Deal Notes

Completed Tasks

Open Tasks

Upcoming Meets

Open Questions

A Platform Designed for Professionals Who Like to Move Fast and Stay Organised

Private Equity Firms

DealDoc streamlines deal management, allowing private equity professionals to mange multiple workstreams across deals at every stage of the deal life cycle.

Venture Capital

Easily manage early stage deal prospecting and more efficiently monitor and track portfolio companies.

Hedge Funds

DealDoc helps hedge funds manage deals, portfolios, and market trends in one place.

Management Consulting

Keep organized while managing multiple client engagements with structured note-taking and collaboration tools.

Investment Banking

Simplify multi-faceted and complicated client engagements with a platform built for deal professionals.

Corporate Development

Easily manage notes and tasks across all engagements, ensuring that nothing slips amidst long-term prospecting.

Take Your Deal Management to

the Next Level with DealDoc

Take Your Deal Management to

the Next Level with DealDoc

Take Your Deal Management to

the Next Level with DealDoc

Elevate your deal management process with DealDoc's powerful platform. Experience a streamlined workflow, actionable insights, and collaboration tools designed to drive success. Sign up today and see the difference DealDoc can make.

Let’s get started

DealDoc

Terms

Privacy