Built for Australian M&A advisers
Your CRM, buyer outreach, document signing, data room and AML compliance, in one place built for M&A advisers.
Proven on live mandates every day.
Your deals stay yours.
The platform
Most advisers run a sale across a CRM, an email tool, an e-signing service, a data room and a compliance file. Dealflow is all of them, built for M&A, with one login. It becomes the one place your deal history lives.
Companies, people, origination and private equity portfolios, in one place.
Instead of a generic CRM and spreadsheets
Outreach from your own or a shared mailbox, with lists, templates and a sent log.
Instead of mail merges and email tools
Every buyer by stage and tier, with the timetable and Gantt beside it.
Instead of Excel trackers
NDAs, NBIOs and other documents signed online, stamped and filed.
Instead of a separate e-signing service
On your own SharePoint, with a viewer, Q&A, redaction and watermarks.
Instead of a separate virtual data room
Offers compared side by side, and client reports in one click.
Instead of bid spreadsheets and slide decks
AML/CTF client clearance, registers and the AUSTRAC annual report.
Instead of AML software and paper files
Claude and ChatGPT work on your deals, within your permissions.
Instead of copying deal data into chat
Secure across all of it: one sign-in with two-factor, one set of permissions and one audit trail, with documents kept in your Microsoft 365.
CRM and market engagement
The outreach, the NDA, the data room visits, the questions and the offer all sit on the same deal. Nobody rebuilds a buyer's history in a spreadsheet before the client call.
Data room
It runs on your own SharePoint. Files open in the browser, questions are asked and answered in one place, and you decide what each buyer group can see, down to the file type.
Each copy carries the viewer's email, address and time. The customer's name was removed, not covered.
Spreadsheets, PDFs, slides and video open in the browser.
Buyers ask, your team answers, and each buyer gets a digest on their schedule.
Redacted text is removed from the PDF a buyer gets, not covered over.
It stops opening for every buyer at once, and you can bring it back.
Set access by group, folder, file or type: view PDFs, download spreadsheets.
Compliance
Your client fills in and signs their details inside Dealflow. Your team sees each answer arrive, screens the people behind the client, rates the risk and records the decision, on the deal it belongs to.
Works with Claude and ChatGPT
Connect the assistant your team already uses. It can find a buyer's history, draft Q&A answers for your review, log notes and update the pipeline. It works within your permissions, and compliance questions need two-factor.
Security
Deal documents stay in your own SharePoint. Dealflow runs the workflow on top: who sees what, and a record of everything they did.
Every sign-in, view and download, in your firm's time zone.
For your team, with permission profiles for each role.
Use your Microsoft labels and rights protection on Office files.
E-signatures record a fingerprint of the signer's IP address and the time.
Client clearance records, such as ID documents, are held by Dealflow for you, with signatures encrypted.