Transaction software built for precision and trust.
Dealinit reads the material a deal already produces and keeps one accurate reading of where the transaction stands. What is decided, what is unresolved, and what happens next.
- 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
From fragmented material to one deal state.
The same material an advisor already trusts, read once and held in one place.
- Email threads
- CIM and PDFs
- Financial models
- Data room
- Advisor messages
- Call notes
A current view of the deal, backed by the underlying evidence.
- Deal state and open decisions
- Risks, each linked to its evidence
- Next steps
Nothing is discarded and nothing is rewritten. Every line points back to the document it came from.
Measurable impact on how a deal is run.
No reconstructing status from documents and email threads.
Each one carries the underlying evidence it rests on.
Concentration and dependency issues surface while there is still time to work them.
How Dealinit works. Five steps, from raw material to the next move.
Each step leaves a record an advisor can point back to.
- Step 1Add
Drop in the CIM, financials, notes, and email exports you already have.
- Step 2Structure
Dealinit reads the material and builds the current state of the transaction.
- Step 3Decide
Open decisions arrive with a recommendation, a confidence level, and evidence.
- Step 4Involve
Request scoped input from a CPA, attorney, or lender without opening the workspace.
- Step 5Advance
Next steps and owners move the deal from diligence to close.
Core capabilities.
Deal state
One current reading of the transaction, updated as material arrives.
Decision queue
Unresolved questions ranked by what actually blocks the deal.
Risk register
Concentration, owner dependency, and quality-of-earnings issues, with severity.
Evidence tracing
Every value links back to a page, a document, or a conversation.
The product in action.
Northstar Mechanical, in diligence: the state summary, the open decision on the owner compensation add-back, and the evidence behind it.
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
Data that drives the next decision.
Risk register
2 require attentionDiligence completion
Aug 20Where the deal week actually goes. 26 hours before anyone negotiates.
Self-reported hours per week from 142 brokers and boutique M&A advisors running lower middle market transactions. Dealinit is built against the first four columns.
Hours per week, per active deal
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 a single decision can be shared without ever exposing the deal.
- Encryption at rest and in transit
- AES-256 at rest, TLS 1.3 in transit, on every document and message.
- Scoped access
- Share only the decision and evidence they need, not the transaction.
- Full audit trail
- Every view, edit, and approval is recorded with actor and timestamp.
- Minimal retention
- Deal material stays in your workspace and is not used to train models.
- You own the deal file
- Export or delete an entire transaction, including evidence links, at any time. Deletion is permanent within 30 days across backups.
- No shared tenancy of documents
- Deal material is isolated per workspace and encrypted with keys unique to that workspace. Nothing is pooled across firms.
- Access that expires
- Outside participants get temporary links to a single decision. Access closes automatically when the question is answered.
- Independently verified
- Annual third party penetration testing and a SOC 2 controls review, with the report available to clients on request.
Works with what you already have.
No migration, no template, no new file discipline.
- PDF and scanned documents
- Excel and CSV models
- Email exports
- Data room downloads
- Meeting notes
- CRM records
Everything you need to know.
Who is Dealinit built for?
Business brokers, boutique M&A advisors, and independent professionals running lower middle market transactions without an analyst bench.
How is this different from a CRM or a data room?
A CRM tracks pipeline and a data room stores files. Dealinit reads the material and maintains the current state of the deal, the open decisions, and the risks behind them.
Do I have to change how I work?
No. You add the documents and notes you already produce. There is no required structure, template, or migration.
How do I know a recommendation is right?
Every recommendation shows its confidence level and the evidence it came from: a page in the CIM, a line in the model, or a dated conversation.
What happens to my deal material?
It stays in your workspace, is encrypted, and is never used to train models. Participants only ever see the decision they were asked about.
