Deal Operating System
for Corporate Finance Firms
The intelligent platform for fundraising and M&A. End-to-end deal management, an AI-searchable database of 18,000+ investors, and white-label branding. Go live in just 30 days.
No consultants. No fees. No waiting. · Trusted by leading M&A advisors, PE firms, and investment banks.
Institutional reach, proven
The investors already on dealOS
Private Equity, Venture Capital, Private Debt and Venture Debt funds active on the platform.
One platform to execute your corporate finance deals
End-to-end deal management, an AI-searchable investor database of 18,000+ investors, and genuine AI functionality, all in a single white-labelled environment branded to your firm.
Deal Execution
Outreach, scheduling, engagement tracking, document management and VDR, all in one workflow.
Vetted Investors
18,000+ verified investors, searchable in natural language, filterable by mandate, geography, and asset class.
Integrated AI
Built-in LLM powers natural language search, AI teaser creation, document generation and investor matching.
Compliant
Investor categorisation tools direct outreach only to appropriately classified investors, with a full auditable record.
Branded Portal
Your branding throughout. Client portal, investor comms, and deal environment feel native to your firm.
Managing your deals from launch to close
A complete toolkit to automate and accelerate every stage of your capital markets activity.
Deal Pipeline
Manage your full deal lifecycle.
Team Management
Chinese Walls and access controls.
Deck Analyzer
AI-driven prospect deck reviews.
Questions for Management
Surface key diligence questions.
AI Investor Matching
Smart tagging and instant targeting.
Interactive Teasers
Multi-media messaging, >70% response.
Smart Outreach
Bulk email, templates, and tracking.
Activity Tracking
Real-time notifications and prioritisation.
Reporting
Client and internal automated reports.
Integrated VDR
Embedded data room and NDA workflow.
Feedback Collection
Structured investor feedback.
Document Management & E-Signature
Versioning, sharing, and in-app signatures.
Regulatory requirements managed seamlessly
Classify investors by category
Regulators require firms to classify investors, so the right protections apply.
Explain status implications
Firms must classify investors upfront and explain the implications of their status.
Auditable compliance trail
Firms must keep records demonstrating compliance with these rules.
Three obligations, one control
dealOS categorises investors, restricts access by status, and maintains a full audit trail.
Applies under EU MiFID II, UK FCA COBS, and Swiss FinSA.
AI matching across 18,000 investors and 30,000 contacts
From a proprietary database, searchable in plain English and filterable by mandate.
Natural Language Search
Ask a plain English question. The platform identifies the right investors instantly.
Institutions, Angels & More
Filter by investor type, asset class, ticket size, geography, and sector.
Custom Investor Lists
Build and save curated investor lists, per deal or per mandate.
Portfolio Search
Find investors by their portfolio. Identify who is already backing companies like yours.
dealOS saves 400+ hours per transaction
Replace manual effort with intelligent automation across six deal stages, so your team focuses on closing.
dealOS connects your entire deal ecosystem
Enrich your pipeline with live third-party data and connect seamlessly to the tools your team already uses.
Coming soon
- International Company SourcesCorporate registries beyond the UK
- Expert NetworksThird-party specialist data
- News FlowSpecialised publications
The category killer for deal execution
Bank-grade VDR at a flat annual price.
Datasite and Intralinks charge £500 to £2,000 per deal. dealOS gives you bank-grade VDR, AI matching, NDA and KYC, teaser creation, and white-label reporting at a flat annual price.
For 5 mandates a year, the VDR saving alone covers the licence.
LLMs summarise. dealOS is the workflow.
We sit on your investor data, your NDAs, your CRM, and an FCA-grade audit trail. Chat tools don't.
dealOS turns matching, outreach, VDR, and white-label reporting into one auditable system priced flat per year.
Recent transactions supported by dealOS
Enterprise-grade security, partnering with Tech Mahindra
- Role-based access controlsGranular permission management ensures each user sees only what they should.
- Encrypted document managementAll documents stored and transmitted with enterprise-grade encryption.
- Full audit trailEvery action logged. Investor categorisation, document access, and outreach decisions are all auditable.
Verified controls, top to bottom
Our certifications
- ISO/IEC 27001 (in progress): information security, access control, change management, incident response.
- SOC 2 Type II (in progress): continuous monitoring of security, availability, and confidentiality.
- UK GDPR and EU GDPR: DPA on request, sub-processor register maintained.
- Cyber Essentials: UK government-backed baseline.
Inherited infrastructure controls
- ISO 27001, 27017, 27018: information security, cloud security, personal data.
- SOC 1, SOC 2, SOC 3: audited annually, reports available under NDA.
- PCI DSS Level 1 and FedRAMP High.
- TLS 1.2+ in transit, AES-256 at rest via KMS.
Tenant isolation & recovery
- SOC 2 Type II: continuously audited.
- HIPAA-ready platform controls for regulated workloads.
- Row-Level Security: 'Chinese walls' between tenants.
- Point-in-time recovery: 30-day encrypted backups.
Your data never trains a model
- No training on your data. Every model vendor contracted with zero-retention, no-training terms.
- EU data residency available for sensitive workloads.
- Prompt redaction. Deal names, contacts, and documents never logged beyond the request lifetime.
- Per-request audit ID for support and traceability.
Built by fintech and i-bank professionals, deployed alongside your team
Our team has held senior roles across leading investment banks, top-tier consultancies, and fintechs.
We embed with your dealmakers to configure dealOS to your mandates and drive adoption from day one.
Trusted by leading M&A advisors, PE firms, and investment banks.
White-Label Onboarding
Single configuration session covering your brand, T&Cs, and investor categories. Go live in just 30 days.
Dedicated Deal Pod
Named CSM with M&A background, weekly office hours, and 24/7 deal-critical support during live mandates.
Bespoke Integrations
CRM (Salesforce, DealCloud), compliance, and Chinese-wall enforcement scoped at onboarding and maintained by our team.
Continuous Workflow Tuning
Quarterly reviews with your dealmakers to refine matching, templates, and reporting as your firm scales.
Ongoing Support & Training
Office hours, 1:1 sessions, and 24/7 access to your dealOS pod.
Questions corporate finance teams ask
How quickly can we go live?
What's in Enterprise vs Professional?
Can we integrate with our CRM and compliance systems?
How does dealOS handle data security and compliance?
What does implementation look like for our firm?
We use Datasite or Intralinks. Why switch?
Why not just use ChatGPT or Claude?
Onboarding questionnaire to your first deal in 30 days
No consultants. No fees. No waiting.
No implementation consultants and no success fees.
While others plan, you deal.
Most enterprise SaaS takes 3 to 6 months to go live. We take 30 days.
Contract visibility.
Annual contracts, transparent pricing, no surprises. Stay because dealOS works, not because you're locked in.
Let's get you live on your next mandate.
A 30-minute walkthrough with a corporate finance specialist. We map dealOS to your mandates and show you exactly what your team will see on day one.
Your data stays your data. Partnered with Microsoft, AWS, and our infrastructure stack.