dealOS

The Operating System For Deal Intelligence

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AI POWERED SEARCH AND ANALYSIS

The intelligent platform for fundraising and M&A

Execute your deal 3× faster

400+ investors have already engaged with teasers built on dealOS
AI investor matching Trackable teasers NDA automation Your branding
Example Prompts
DEAL INTELLIGENCE — INSIGHTS

Strategic Opportunity

0
Readiness
COMPANIES HOUSE & MARKET DATA

Company Intelligence

Search UK company records, officers, filings, and financial snapshots from Companies House.

Example Prompts
Institutional reach

Institutional access through dealOS

400+ institutional investors have reviewed deals on dealOS
70%+ email open rate on investor outreach campaigns
20% of investors who viewed a teaser signed an NDA

Private Equity / Growth Equity

Venture Capital

Private Debt / Venture Debt

Built in public

What's new

We ship multiple times a day. Here's a look at the most recent improvements going live for our customers.

  1. Loading recent improvements…
AI — Analytical Engine

Scanning Your Pitch Deck

dealOS is performing a deep-layer analysis of your opportunity...

⏳ Digitizing document and extracting core text...
⏳ Identifying sector, stage, and value proposition...
⏳ Benchmarking against 5,000+ active funding rounds...
⏳ Analysing GTM strategy and competitive moat...
⏳ Synthesizing investment readiness score...
DEAL ANALYSIS

Strategic Opportunity

Your pitch has been analysed by our Investment AI. Below is your deal readiness profile.

0
Readiness
01 — Platform

Everything you need
to execute deals

Deal Pipeline Management

Track and manage all your transactions in one centralised dashboard with real-time status updates.

Document Management

Secure document sharing and e-signature workflows with version control and audit trails.

Warm Client Outreach

Convert prospects into Warm Leads with AI-optimised Warm Emails leveraging dealOS database intel and your unique deal data.

Warm Lead Intelligence

Compliance & Security

Bank-grade security with SOC 2 compliance, encrypted data storage, and zero-trust access controls.

SOC2 TYPE II ISO 27001 GDPR

Analytics & Reporting

Real-time dashboards and custom reports to track deal progress and portfolio performance.

Data Room

Virtual data rooms with granular permissions, watermarking, and activity tracking.

YOUR DATA, OUR PROMISE

Your data is yours, and yours alone

We build for the most regulated industry. Your privacy is core to our solutions.

Bank-Grade Security

We maintain the same information security standards as global financial institutions. No compromise.

Safer Searching

We don’t use your searches to train our AI. All your activity is deleted, unless you choose to save it.

Data Privacy

Your data is never retained. We create a unique server for your uploads and then delete it when you have finished.

SOC2 Compliance
GDPR Ready
ISO 27001 (in progress)
SECURITY & COMPLIANCE

Credentials you can verify

dealOS is built on certified infrastructure and operates to the same standards our clients are audited against. Every layer — from the data centre to the database — is independently assessed.

dealOS

Our certifications

  • ISO/IEC 27001 (in progress) — information security management aligned to the international standard, covering access control, change management and incident response.
  • SOC 2 Type II (in progress) — continuous monitoring of the security, availability and confidentiality trust principles.
  • UK GDPR & EU GDPR — lawful basis documented per data flow, DPA available on request, sub-processor register maintained.
  • Cyber Essentials — UK government-backed baseline covering firewalls, patching, malware defence and user access.
AWS

Inherited infrastructure controls

All compute, storage and networking run in AWS eu-west-1 (Ireland). We inherit the following AWS-audited controls:

  • ISO 27001, 27017, 27018 — information security, cloud security and personal-data-in-the-cloud.
  • SOC 1, SOC 2, SOC 3 — audited annually by third parties; reports available under NDA via AWS Artifact.
  • PCI DSS Level 1 and FedRAMP High — the highest commercial and US-government assurance levels.
  • Encryption — data encrypted in transit (TLS 1.2+) and at rest (AES-256) using AWS KMS-managed keys.
Supabase

Data layer controls

Investor and deal data is isolated per tenant on Supabase, which inherits and extends the AWS baseline:

  • SOC 2 Type II — audited continuously; report available on request.
  • HIPAA-ready platform controls for regulated workloads.
  • Row-Level Security — enforced "Chinese walls" between tenants via Postgres RLS policies tied to org_id.
  • Point-in-time recovery and daily encrypted backups retained for 30 days.
Model providers

AI usage & privacy

  • No training on your data — every model vendor we use (Anthropic, OpenAI-compatible, Groq, OpenRouter) is contracted with zero-retention, no-training terms.
  • EU data residency available for sensitive workloads via region-locked endpoints.
  • Prompt redaction — deal names, contact details and documents are never logged by model providers beyond the request lifetime.
  • Audit trail — every AI action is logged server-side with a request ID you can reference in support.

Need our full security pack, SOC 2 report, DPA or penetration-test summary? Request it here and we'll send it under NDA within one working day.

"
dealOS transformed how we run transactions. Our deal cycle time dropped by 40% and our team finally has a single source of truth for every live deal.
Oskar Osbourne
CFO
YOUR BRAND

Branded, customisable deal portal

Create a deal site for your investors that reflects your brand and your identity.

Custom Subdomains

Host your deals on your own custom domain (deals.yourbrand.com) for a seamless client experience.

Visual Identity

Apply your logos, fonts, and brand colors across every touchpoint, from the portal to automated emails.

Client Continuity

Maintain brand trust during sensitive transactions by keeping investors within your ecosystem.

Execute better.

AI optimised outreach. Intelligent investor selection. Market intelligence. Branded client environments. Security and privacy. Your new fundraising and M&A advantage.

Get Started ↗
Strategic Partners
00 — Pipeline

Your Recent Decks

GET IN TOUCH

Contact Us

Have a question about dealOS, or ready to get started? We'd love to hear from you.

Deal Assistant
Hello! I've analysed this deal. Do you have any specific questions about the strategy, risks, or valuation?

Unlock Full Dealflow

Convert your matched investors into active deals with professional outreach tools.

Bulk Automated AI Outreach
Verified Institutional Contact Details
Direct CRM Pipeline Integration

Join 500+ investment professionals using dealOS.

02 — Explore

Everything on dealOS

Solutions

For deal teams

Fundraising guides

Outreach and M&A guides

03 — FAQ

Raising money for your startup

How do I raise money for my startup?
Treat the raise as a structured process, not a string of one-off conversations: define your round, build a targeted investor list, prepare your materials (deck, teaser, data room), then run outreach and follow-ups in organised waves. Our guide to running a fundraising process walks through each step — and dealOS automates the list building, outreach and tracking around it.
What are the typical steps in a fundraising process?

While every fundraising process is different, most follow a similar sequence:

  1. Prepare your fundraising materials — create a data room containing key documents such as your pitch deck, teaser, business plan, financial model, and supporting legal and commercial information.
  2. Investor outreach — identify and contact relevant investors who match your stage, sector, and funding requirements.
  3. Pitch and engage — present your business, answer investor questions, and gather feedback throughout the process.
  4. Track investor interactions — maintain a centralised record of conversations, feedback, follow-ups, and investor status to keep the process organised.
  5. Execute the transaction — negotiate terms, complete due diligence, and work with experienced legal advisers to finalise the investment documentation and close the round.
  6. Complete the investment structure — where appropriate, establish the relevant holding company or special purpose vehicle (SPV) and complete the investment into the company.
  7. Post-investment compliance and future fundraising — meet ongoing reporting and statutory filing requirements, execute your business plan, and prepare for future funding rounds (such as Series A, Series B, and beyond).

dealOS covers the first four steps end to end: materials, matching, outreach and tracking.

How long does it take to raise a round?
Most founders should plan for three to six months from first outreach to money in the bank. Running the raise as a structured process — batched outreach, a consistent follow-up cadence, and materials ready before you start — is the single biggest factor in keeping it at the short end.
How do I find the right investors?
Match on stage, sector, geography and cheque size — a small, well-targeted list beats a huge generic one. See how to find investors for your startup, or describe your raise to dealOS and get an AI-matched shortlist from a curated base of 18,000+ investors in minutes.
How many investors should I contact?
Fundraising is a funnel: expect only a fraction of first conversations to reach a term sheet, so most rounds need a list of 100–250 well-matched investors worked in batches. Our guide to building an investor list covers sizing and prioritising it, and an investor follow-up cadence keeps the funnel moving.
What documents do investors expect to see?
A pitch deck, a one-page investment teaser for first contact, and a data room ready for diligence. dealOS drafts the teaser and investor list straight from your uploaded deck, and gives every deal a secure data room.
Am I raising pre-seed or seed?
It depends less on the amount than on your evidence: pre-seed backs the team and the idea, seed expects early signs the product works and someone wants it. Pre-seed vs seed: which are you raising? helps you position the round — and the right label changes which investors you should target.
How do I determine the size of my fundraising round?

The primary objective is simple: don't run out of cash.

For a company's first institutional or third-party fundraising round, it is generally advisable to raise enough capital to fund at least 18 months of operations. This provides sufficient runway to execute your business plan, achieve meaningful milestones, and return to the market from a stronger position.

At the same time, founders should carefully consider the level of ownership dilution they are prepared to accept. Raising too little can leave the business undercapitalised, while raising significantly more than required may result in unnecessary dilution.

For more mature businesses, the target raise should be driven by a clearly defined business plan and the capital required to achieve the next major value-creation milestones before the next financing event.

What funding options are available to early-stage startups?

Early-stage startups are most commonly funded through equity or equity-like instruments, where investors receive an ownership stake or the right to convert into equity at a later date.

However, a growing number of non-dilutive funding options are also available, depending on the company's stage, sector, and assets. These may include:

  • Research and innovation grants
  • Government-backed funding programmes
  • Venture debt
  • Bank overdrafts and working capital facilities
  • Revenue-based financing
  • Asset-backed lending (where applicable)
  • Equipment or invoice financing

Many startups ultimately use a combination of equity and non-dilutive funding to optimise their capital structure while minimising founder dilution.

Do I need warm introductions to get meetings?
Warm intros help but are not a requirement: well-targeted, personalised cold outreach to investors who actually match your stage and sector gets real meetings. Verified email addresses and a disciplined cadence matter more than connections — that is exactly what dealOS investor outreach is built to do.