Dealflow
Log InBook a Demo
Book Demo
Built for Deal Teams

One platform for the
entire deal lifecycle.

From first outreach to final close, manage your pipeline, data room, NDAs, timetable, and reporting in one place.

Built by dealmakers, for dealmakers.

Book a Demoor start a free trial
yourcompany.dealflow.ltd
Your Company
Dashboard
Origination
Active Deals
Acme Corp
TechFlow Inc
Meridian Group
Financials
Companies
People
Settings
Acme Corp/ Project Phoenix
TimetableBuyersOutreachReportsData Room
Contacted9
Summit Capital
PE-backedTier 2
Meridian Group
PrivateTier 3
NDA Signed5
Pinnacle Equity
PETier 1
Oak Hill Capital
PE-backedTier 1
IM Sent4
Coastal Invest
PublicTier 2
Atlas Ventures
VentureTier 1
Reviewing IM2
Ridge Capital
PE-backedTier 1
Crestview Cap.
PrivateTier 2
NBIO Received1
Golden Gate Cap.
PETier 1
Apex Partners
PETier 1
Features

One platform.
Every stage of the deal.

Pipeline, data room, NDAs, timetable, offers, and reporting. Connected end to end.

Deal pipeline
Visual kanban built for deal flow. Track every buyer from first outreach to close.
Contacted3
Apex Partners
PETier 1
Summit Capital
PE-backedTier 2
Meridian Group
PrivateTier 3
NDA Signed2
Pinnacle Equity
PETier 1
Oak Hill Capital
PE-backedTier 1
IM Sent3
Coastal Invest
PublicTier 2
Atlas Ventures
VentureTier 1
Nordic Partners
PETier 2
Reviewing IM2
Ridge Capital
PE-backedTier 1
Crestview Capital
PrivateTier 2
NBIO1
Golden Gate Capital
PETier 1
Declined2
Westfield Cap.
Public
Ironbridge Cap.
PE-backed
Buyer tracking
Every buyer, every stage. Outreach status, NDA progress, and engagement in one view.
AP
Apex Partners
PETier 1
Contacted
SC
Summit Capital
PE-backedTier 2
Contacted
MG
Meridian Group
PrivateTier 3
Contacted
PE
Pinnacle Equity
PETier 1
NDA Signed
OH
Oak Hill Capital
PE-backedTier 1
NDA Signed
CI
Coastal Invest
PublicTier 2
IM Sent
AV
Atlas Ventures
VentureTier 1
IM Sent
NP
Nordic Partners
PETier 2
IM Sent
Secure data room
Your documents on your infrastructure. Built on Microsoft SharePoint with granular permissions.
Folders
Financials4
Legal3
Commercial2
HR & People2
NameSizeModified
FY2024 P&L.xlsxxlsx
245 KB12 Mar
Management accounts Q1.pdfpdf
1.2 MB10 Mar
Revenue breakdown.xlsxxlsx
189 KB8 Mar
Working capital analysis.pdfpdf
890 KB5 Mar
SHA draft v3.docxdocx
340 KB14 Mar
Constitution.pdfpdf
1.8 MB2 Mar
IP register.xlsxxlsx
156 KB28 Feb
Customer contracts.pdfpdf
2.4 MB11 Mar
Pipeline forecast.xlsxxlsx
412 KB9 Mar
Org chart.pdfpdf
567 KB6 Mar
Employment contracts.docxdocx
890 KB1 Mar
NDA e-signatures
Stop chasing countersignatures. Send, track, and execute NDAs without leaving the platform.
BuyerTypeStatusSentSigned
PE
Pinnacle Equity
Mutual NDA
Fully Executed
12 Mar14 Mar
OH
Oak Hill Capital
Mutual NDA
Fully Executed
12 Mar15 Mar
AV
Atlas Ventures
Mutual NDA
Partially Signed
15 Mar-
NP
Nordic Partners
One-way NDA
Sent
18 Mar-
RC
Ridge Capital
Mutual NDA
Fully Executed
10 Mar12 Mar
CC
Crestview Capital
Mutual NDA
Sent
20 Mar-
Timetable & Gantt
Set phases, assign tasks, keep all parties aligned on key dates.
Preparation
Prepare info memo
Approve buyer list
Initial Outreach
Send teasers
NDA execution
Due Diligence
Data room access
Management meetings
Offers
NBIO deadline
Offer evaluation
Completion
SPA negotiation
Signing & close
Jan
Feb
Mar
Apr
May
Jun
Jul
Preparation
Prepare info memo
Approve buyer list
Initial Outreach
Send teasers
NDA execution
Due Diligence
Data room access
Management meetings
Offers
NBIO deadline
Offer evaluation
Completion
SPA negotiation
Signing & close
Reports & analytics
Export presentation-ready reports for clients in one click.
All Buyers37Not Contacted5Contacted32Declined w/o Flyer (2)Sent Flyer & NDA27Awaiting Response (3)Reviewing Flyer13NDA Signed5IM Sent5Declined w/ Flyer4
Security

Your data. Your infrastructure.
Your control.

Deal documents live on your Microsoft 365 tenant, not ours. We orchestrate workflow and permissions, never custody.

Your infrastructure
Microsoft 365
  • SharePoint Online tenant
  • Your user directory
  • Your storage quotas
Orchestration layer
Dealflow
  • Permission management
  • Workflow & deal state
  • Full audit logging
External access
Buyer Portal
  • Filtered data room views
  • NDA e-signing
  • Dynamic watermarking
Microsoft AzureSharePoint OnlineAzure Sensitivity LabelsRole-based accessFull audit trailIP-logged e-signatures
Ready when you are

One platform.
Every stage of the deal.

Pipeline, data room, NDAs, timetable, offers, and reporting. Connected end to end.

Book a Demoor start a free trial
Dealflow

One platform for the entire deal lifecycle.

Product

  • Features
  • Security
  • FAQ

Company

  • About
  • Contact

Legal

  • Privacy Policy
  • Terms of Service

© 2026 Dealflow. All rights reserved.