Screen targets with live company intelligence, track every approach in a structured M&A pipeline, and run the process — NDAs, documents, tasks — in one workspace.
Deal sourcing, pipeline management and an M&A CRM — without enterprise-platform overhead.
Screen markets and build target long lists with AI-assisted company research drawing on live market data — sector, geography, size and funding signals.
Track every target from first approach through NDA, information exchange and offer — statuses update as counterparties engage, not when someone updates a tracker.
Contacts, conversations and documents live against each deal, shared across your team — no separate CRM to keep in sync.
Issue NDAs, control access to information and share documents from the same workspace that tracks the deal.
Tasks, notes and per-deal permissions keep principals, advisors and diligence teams working from one picture.
The same platform runs sell-side processes — teasers, buyer matching and data rooms — so both sides of your practice live in one place.
Stand up a buy-side process without a six-month platform rollout.
Set sector, geography and size criteria, and build a target long list with AI-assisted company screening.
Approach targets, issue NDAs and exchange information — every stage change tracked per target, automatically.
Manage documents, tasks and team access through diligence to completion, all in one workspace.
It runs the acquirer's side of a deal: sourcing and screening targets, tracking approaches through a structured pipeline (contact, NDA, information exchange, offer), and managing the documents, tasks and team access around each deal.
dealOS combines AI-assisted company research with live market data covering sector, geography, size and funding signals, so long lists are built from current information rather than a stale database export.
Generic CRMs track sales stages and know nothing about NDAs, data rooms or offers. dealOS's pipeline stages mirror an M&A process, statuses update from real counterparty engagement, and deal documents live with the deal.
Corporate development teams, private equity and growth investors, and the advisors who run buy-side mandates — anyone who needs a structured process without an enterprise platform rollout.
Source targets, track the pipeline and manage the process with dealOS.