Deals & Due Diligence
Request, track, and graduate deals with a full audit trail — screening to close, checklists, per-request status, and one-click graduation into a portfolio company.
A live network view of your portfolio — every deal, every company, every connection, in one screen. Purpose-built for holdcos, family offices, and sponsor-backed platforms.
From first screen to close, Deal Vault gives your team the surface area of an institutional platform — without the tooling debt.
Request, track, and graduate deals with a full audit trail — screening to close, checklists, per-request status, and one-click graduation into a portfolio company.
Enterprise-grade file vault on your own Google Shared Drive — granular folder permissions, drag-and-drop uploads, version history, and per-deal folder trees.
A living neural map of every company, deal, and connection in your book — rank rings, capital-flow edges, stage coloring, and a structure editor with live value editing.
Every team member gets a personal AI agent — Analyst, Devil's Advocate, Counsel, Strategist — trained on your deals. Group threads, @mentions, multi-agent answers, shared chat history.
One secure link + passcode — sellers upload straight into your Drive, answer requests, and chat with your team in real time. All the power of a data room, zero friction for sellers.
Every teammate sees what everyone sees — cursors, selections, open documents, live edits in real-time sync. No screen-sharing, no missed context.
Owner / admin / member / viewer roles, per-folder VDR access, an owner-only admin console with subscriber management, discount & trial codes, and one-click access removal.
Stripe billing with monthly & annual plans, free-trial codes that charge only when the trial ends, percent-off discount codes, and a full subscription wall — cancel anytime.
No SDR onboarding, no forced migration. Connect the tools you already use.
One-click OAuth links your Google Drive. Existing folders map to entities and deals automatically. Nothing moves; permissions stay yours.
Send one link per deal. Founders upload docs, answer questions, and get a clean read-only view of what your team has seen.
The AI copilot indexes everything. Your team asks questions, drops notes, and pushes to close — all inside the Vault.
A 2-day free trial with every plan. No credit card needed for the demo — cancel anytime.