The AI-Native Platform for Investment Banking
Each mandate has its own data room, deal team and document set, with access granted deal by deal.
DealRoomreads every upload and files it to its diligence category.
DealDraftdrafts the teaser, CIM and pitch book from your templates, with sources.
Controlled sharingopens documents only for named recipients who verify their email.
Need-to-know deal accessNo training on your deals
Set up your firm's workspace, then open your first mandate.
The basics for your first mandate. You can change any of them later on the deal.
Only the people you add see this deal. Search your firm or enter an email to invite someone.