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Deal Pipeline
Create New Deal
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PDF, XLSX, DOCX, PPTX, images, text filesDashboard Intelligence
Executive Summary
Click "Refresh with AI Analysis" to generate intelligence.
Pipeline by Stage
Deal Scores
Run predictive scoring on deals first.
Recommendations
Stuck Deals
No stuck deals.
Upcoming Deadlines
No upcoming deadlines.
Investor Overlap
No investor overlap detected.
Team Workload
Preparing your deal update…
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Deal Summary
Create the deal to see the MD's briefing...
Deal Stage
Key Metrics
Checklist
Deal Notes
Recent Activity
Market Color Feed
Click "Refresh Market Color" to generate a comprehensive market conditions report for this deal.
Conflict Detection
Run a conflict scan to detect cross-deal conflicts of interest, counterparty overlaps, and information barrier issues.
Team Feed
Deal Documents
Drag files here to upload
Financial Modeling
Transactability Scoring
The 10-pillar assessment engine evaluates deal feasibility across:
Requires the Transactability Engine running on port 8788. Upload VDR documents first for best results.
Investor Tracker
| Name / Firm | Type | Check Size | Status | Interest |
|---|
Investor Strategy Chat
CIM / Marketing Materials
Comparables Analysis
Term Sheet / Structure Workshop
Legal & Compliance
Compliance Officer
Capital Markets / Distribution
Market Intelligence
Collaborative Team Documents
Multiple agents collaborate to produce complete institutional-quality documents. Each agent contributes their section, reviews prior work, and the MD assembles the final deliverable.
Equity Research
Institutional-grade equity research reports. 12-section format with DCF, screening framework, risk matrix, peer comps, and investment recommendation.
Activity Log
Google Workspace
No linked emails yet. Click "Scan Inbox" to auto-find deal-related emails, or "Link Email" to add one manually.
No linked calendar events yet. Click "Scan Calendar" to auto-find deal-related meetings, or add one manually.
No linked Drive files yet. Click "Scan Drive" to auto-find deal-related files, or "Link File" to add one manually.
To enable auto-scanning, configure Google OAuth credentials (GOOGLE_CLIENT_ID, GOOGLE_CLIENT_SECRET, GOOGLE_REFRESH_TOKEN) as environment variables. Without API access, you can still manually link emails, events, and files.
Agent Deal Command
Supervise objectives, agent work, decisions and exceptions.
Quality Pass Rate
Agent Conflicts
Workers Online
Dead Letters
Active Work
Decisions
Exceptions
Objectives
Human Decision Queue
No decisions pending.
Exceptions
No exceptions.
Agent Workforce
Initialize the deal runtime to create the agent execution plan.
Controlled External Actions
No external actions proposed.
Autopilot Control Center
Deal Health
Stage Readiness
Momentum
Blockers
Deal Plan
Click "Run Autopilot Tick" to generate a deal plan.
Next Actions
No pending actions.
Stage Advancement
Click evaluate to check if this deal is ready to advance.
Agent Inbox
No messages yet. Agents will send you messages here when they need approvals, reviews, or decisions.
Task Management
Total Tasks
Approved
Agent Working
Needs Review
Workstream Progress
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Deal Lead: Next Best Actions
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Task List
No tasks yet.
Agent Comms
Agent Work Product
No work products yet. Agent analysis, reports, and memos will appear here as branded institutional documents.
Valuation Suite
Transactability
DCF Range
Comps Implied
Consensus
Sensitivity Analysis
Run the valuation suite to see price sensitivity analysis.
Reconciliation
Click Reconcile after running valuation suite.
Financial Analyst Chart Pack
Generate charts to create a valuation football field, methodology comparison, and price-sensitivity view. The completed chart pack can be saved directly to Work Product.
Document Intelligence
Completeness
Stale Docs
Discrepancies
Key Terms
Gap Analysis
Click Gap Analysis to identify missing documents.
Cross-Reference Results
Click Cross-Reference to check document consistency.
Document Request List
Click Request List to generate a counterparty document request.
Communications
Generate Client Update
Select an update type to generate a client-ready communication.
Agent Handoff
Generate a handoff brief between team members.
Weekly Report
Click Weekly Report to generate a comprehensive deal report.
Meetings
Negotiation War Room
Allocation Engine
Closing
Virtual Data Room
Deal Parties
Investor CRM
Committee Reviews
Regulatory Filings
Deal Timeline
Fee & Economics Tracker
Deadline & Regulatory Calendar
Waterfall Analysis
Briefings
Document Templates
Q&A
Firm Dashboard
Investor Sentiment Map
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Pricing Oracle
Click "Run Pricing Oracle" to aggregate data points and generate a fair value estimate.
Predictive Deal Score
Click "Run Predictive Scoring" to predict close probability, timeline, and blockers.
Scenario Modeling
No scenarios modeled yet. Click "New Scenario" to model a what-if.
User Administration
Post-Close Automation
Initiate post-close workflow to begin the closing checklist.
War Room
War Room is inactive. Activate to begin a live collaborative session for time-sensitive issues.
Export & Connect
Transactability Engine
DCF Engine
Export Deal Package
Select an export format.
Document Studio
Create deal documents in Word, PowerPoint, PDF, HTML, text, RTF, OpenDocument, EPUB, Markdown, or CSV.
Generated files stay inside this deal room.
Deal Templates
Click a deal type to view the template playbook.