Deal management
Stage 03 of 06
Every target, by stage, with the offer beside what the business is worth.
Deal Book holds the live process: buy-side and sell-side opportunities moving through prepare, market, letter of intent, diligence, financing, and close, each with its documents, its valuation, and its offers attached to the deal they belong to.
01 · What it does
A live process usually runs across a data room, a spreadsheet, an inbox, and somebody’s memory. It works until there are six conversations at once, and then the question “where did we land with Northgate” takes twenty minutes and two people to answer.
Every offer, stated against the same defensible range.
The useful part is not the board itself. On Value Alpha a bid that is fifteen percent light announces itself the day it arrives, not three weeks into diligence.
Both directions
The same pipeline handles targets you are pursuing and buyers you are talking to. An acquisition looks the same from either end.
Offers, priced
Each bid carries its position against the blended value. Serious and unserious separate themselves without a spreadsheet.
Nothing detached
Documents, valuation, and correspondence sit on the deal record, not in four places that have to be reconciled later.
02 · In the product
Six live conversations, and where each of them stands.
Deal Book · both directions
Illustrative
03 · Working together
Built for teams.
Advisory firms, funds and institutions rarely work a deal alone. On the Team plan, everyone working a deal shares one Deal Book.
An owner on every deal
Assign each deal to a teammate. Its card shows who added it and who owns it now, so nobody has to ask.
One record, shared
Valuations, documents and the pipeline are shared across the team, so the associate who ran the model and the partner who takes the meeting see the same evidence, and nobody works from last week's spreadsheet.
Who changed what, and when
Edits to a valuation are logged with who made them, when, and what they did to the value. Saved versions keep their author, and an earlier one can be restored in one click.
Tell us how many deals you are carrying.
We will show you what the board looks like with your pipeline on it.