Teaser, buyer list, NDAs, data room, book building — dealOS turns a deck into a running sell-side process and tracks every buyer from first contact to offer.
Everything an advisor or founder-led process needs between mandate and offers.
Upload the pitch deck or IM and dealOS drafts an investor-ready teaser you can edit inline or with AI — no starting from a blank page.
Match the opportunity against 18,000+ investors and buyers by sector, stage, geography and ticket size — with verified contact emails.
Approach the list from your own email account, paced for deliverability, with delivery and engagement tracked per buyer.
Gate the detail behind an NDA flow — who's signed, who's sitting on it, and who gets access to what, tracked automatically.
Share diligence materials through a structured data room with per-buyer access control — no separate VDR subscription to stand up.
Teaser views, document downloads and discussions per buyer, through book building to offers — one live picture of the process.
From mandate to a running process in a day, not a month.
Upload the deck — dealOS drafts the deal record, the teaser and a matched buyer/investor shortlist.
Send the teaser from your own inbox, gate detail behind NDAs, and open the data room to signed parties.
Watch engagement per buyer, chase the warm ones, and run book building through to offers.
The full workflow of selling a company or raising against a mandate: teaser creation, buyer/investor matching and outreach, NDA management, a data room for diligence materials, and per-buyer engagement tracking through to offers.
dealOS matches the opportunity against a base of 18,000+ investors and buyers using sector, stage, geography and ticket-size criteria, and returns a ranked shortlist limited to contacts with verified email addresses.
Yes — deals include a structured data room with per-buyer access control, gated behind the NDA flow, so diligence materials are shared from the same workspace that tracks the process.
Corporate finance boutiques and M&A advisors running sell-side mandates, and founders running their own process — anyone who wants the teaser-to-offers workflow in one system instead of five tools.
Teaser, buyer list, NDAs and data room — one workspace from dealOS.