Deal Management
From NDA to closing — every step managed, every deadline tracked. The pipeline view your deals deserve.
The Problem
A business sale has dozens of moving parts — buyers, sellers, attorneys, lenders, landlords, inspectors. Everyone's on a different timeline with different expectations. Without a system, tasks slip, deadlines pass silently, and deals that should have closed fall apart in due diligence.
How It Works
Link it to a listing and assign the key parties — buyer, seller, attorneys, lender.
NDA, LOI, Due Diligence, Financing, Lease, Closing — move deals visually.
Assign tasks per stage. See what's due today, what's overdue, what's next.
Nothing falls through the cracks. Every step documented, every party coordinated.
Key Features
NDA → LOI → Due Diligence → Financing → Lease → Training → Closing and more
Drag and drop deals between stages. See your entire pipeline at a glance.
Create, assign, and track tasks per deal per stage
Track every party's role, contact info, and status
Color-coded dates — red for overdue, amber for today, green for on track
See how long each deal has been sitting. Spot stalled deals before they die.
Kanban pipeline shows every deal at every stage. No spreadsheet digging.
Task deadlines and party tracking ensure every detail is covered.
9 stages designed around the actual business sale process, not generic project management.
15 AI-powered tools. Plans starting at $79/mo.
Cancel anytime · No contracts
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