Know exactly where every deal stands.
Turn scattered documents, notes, and updates into a clear view of your deal. What matters, what needs a decision, and what happens next.
No sales call. No setup required.
- Preparation
- Market
- NDA
- IOI
- LOI
- Diligence
- Closing
Diligence is progressing. The owner compensation add-back and top customer concentration remain open.
- HighCustomer concentration — top customer at 32%
- MediumOwner dependency
The deal is everywhere.
The information already exists. The hard part is understanding what it means right now.
- Data room
- Excel
- Messages
- CRM
- Notes
A current view of the deal, backed by the underlying evidence.
- Where the transaction stands today
- The decisions still waiting on someone
- What should happen next, and who owns it
None of it is wrong. It is simply spread across six places, and only one person is holding it together.
Advisors run tighter processes with Dealinit.
Reconstruct the deal without chasing updates across six places.
Keep decisions tied to the evidence behind them.
Surface diligence issues before they become closing problems.
The hardest part of a deal isn’t finding more information. It’s knowing what matters now.
Dealinit keeps the answer to that question current, and always traceable back to the underlying evidence.
From information to action.
See the state
Understand where the transaction actually stands without reconstructing it from documents, emails, and memory.
See what matters
Surface open issues, unresolved decisions, and evidence that is still missing.
Know what happens next
Turn the current state into actions with an owner and a due date.
One deal, fully accounted for.
Deal state, open decisions, risks, evidence, and next steps in a single working view.
Northstar Mechanical
Deal 1042- Preparation
- Market
- NDA
- IOI
- LOI
- Diligence
- Closing
Diligence is progressing. The owner compensation add-back and top customer concentration remain open ahead of the financing workstream.
| Item | Type | Owner | Due | Status |
|---|---|---|---|---|
| Owner compensation add-back | Decision | Dana Reyes | Aug 26 | CPA review required |
| Customer concentration | Issue | Marcus Hale | Aug 28 | High |
| Review top-customer revenue and retention | Action | Marcus Hale | Aug 29 | In progress |
| Landlord consent | Issue | Priya Nair | Sep 03 | Waiting |
- HighCustomer concentrationTop customer represents 32% of revenue. Next action: review top-customer revenue, contract terms, and retention history.
- MediumOwner dependencyService estimating sits with the owner. Next action: confirm transition plan with management.
Owner compensation add-back
CPA review required- CIM.pdf — Page 37
- Management Q&A — Aug 12
- Compensation benchmark
See why, not just what.
Every recommendation should lead back to the evidence behind it.
Owner compensation add-back
Owner compensation exceeds what the market pays for the role. Proposed adjustment of $200K, pending CPA review.
- CIM.pdfPage 37
- Management Q&AAugust 12
- Compensation benchmark
Start with what you already have.
No migration, no template, no new file discipline.
- Step 1Add
Documents, notes, and basic deal information.
- Step 2Understand
Dealinit structures the current state, issues, decisions, and evidence.
- Step 3Act
See what is unresolved, who owns it, and what needs to happen next.
Bring in the right person at the right moment.
Ask for input without exposing the entire workspace.
- Ask for input from
- CPA
- Question
- What level of owner compensation adjustment is supportable?
- Access
- Share only the decision and evidence they need
Security never comes second.
You are holding a seller’s financials, a buyer’s intent, and a transaction that fails if either leaks. Dealinit is built so that one decision can be shared without opening the rest of the deal.
- Encryption at rest and in transit
- Documents and messages are encrypted while stored and while moving.
- Scoped access
- Share only the decision and evidence they need.
- Full audit trail
- Every view, edit, and sign-off is recorded with actor and timestamp.
- Minimal retention
- Deal material stays in your workspace. We do not use it to train models.
Dealinit Pro
One subscription per user. Unlimited deals, no fee per transaction fees.
Pro subscription
Billed monthly. Cancel any time.
- Deal workspace
- Active deal workspaceUnlimited documents, notes, and updates per deal.Deal StateCurrent position rebuilt as material arrives.Decisions and risksOwners, due dates, and severity in one register.Evidence trackingEvery conclusion linked back to its source page.
- Working with others
- Scoped participant inputShare only the decision and evidence they need.Next stepsActions, owners, and deadlines kept current.Audit trailEvery view, edit, and approval recorded.Export at any timeState, decisions, and evidence out in one click.
- Seats
- Per user on your side. Outside participants are free.
- Deals
- Unlimited. No fee per transaction and no closing fee.
- Term
- Monthly. No minimum term and no setup fee.
- Billing starts
- When you accept a workspace, not at request.
Not included yet: signature workflows, buyer side portals, and CRM write back. We say so rather than list them as coming soon.
- Your data stays yours
- Export state, decisions, and evidence links at any time.
- Never trains a model
- Deal material stays inside your workspace.
- Encrypted and audited
- AES-256 at rest, TLS 1.3 in transit, full audit trail.
- Cancel in one click
- No minimum term and no exit call.
- What counts as a user?
- Anyone on your side who works in the workspace. Outside participants such as a CPA, a lender, or opposing counsel are invited to a single decision and are never billed.
- What if I run several deals?
- Deals are unlimited on Pro. Price is per user, not per transaction, so a second or fifth live deal costs nothing extra.
- Is a card required during early access?
- No. Requesting access costs nothing and takes no sales call. Billing only begins once you accept a workspace and start a real deal.
