A Unified Diligence Utility Tailor-Made for M&A Advisors and their Clients

A fully integrated, AI-Native platform for intelligent due diligence management. Maximize efficiency with specialized copilots, automation, and recommendations while offering a transparent and seamless experience for clients.

A Modern Diligence Framework

Our mission is to bring order, transparency, and leverage to one of the most critical, and historically manual, phases of a transaction. By giving deal teams a comprehensive, real-time view of diligence, the platform reduces friction, shortens timelines, and improves the client experience without demanding radical behavior change.

Built For AI-Powered Workflows

The platform is built to support AI modules that can automatically map documents to requests, surface potential issues hidden in large data rooms, and generate tailored updates or checklists for different stakeholders. As AI models continue to improve, DealTech’s extensible architecture allows firms to adopt new capabilities and stay of the curve.

Augments Excel-Based Process

Centralizes and safeguards sensitive information, enforces permissions, and integrates with the spreadsheets and systems bankers actually use. In doing so, DealTech acts as a bridge between legacy systems and the AI era, allowing teams to unlock advanced automation and intelligence while preserving the familiarity and flexibility of their existing tool stack.

Turn Process Silos Into an Intelligent Ecosystem.

Legacy VDRs and half-baked M&A tools take more time to use than they save. Broad workflow management platforms lack the specific functionality needed to make M&A and capital raise transactions more efficient.

Built by former technology M&A bankers, DealTech is focused on solving banker-specific workflow problems and freeing junior talent from low-value tracking work.

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Beloved Excel Trackers

Translated For The AI-Era

Static Excel Trackers

Send document requests and track progress in Excel, risking version control issues and creating extra work for you and your client.

Manual Data Mapping

Manually review documents and track which files satisfy which requests, which is time-intensive and error-prone.

Disconnected Systems

Excel trackers and the VDR on separate systems, increasing the time it takes to receive data, upload files, and update the tracker.

Unified Data Systems

Modular, table-based platform that converts static lists in any format into a structured, high-context environment.

Automatic request-to-Response Mapping

Upload documents directly to requests to automatically map requests to VDR file locations, recommend responses, and flag issues.

Secure, Integrated VDR

One ecosystem for a faster, more automated process and streamlined collaboration.