The Operating System for High-Stakes Finance
Ready in Minutes
DealDesk was built specifically for the professionals who operate at the intersection of capital, complexity, and consequence — where a missed clause costs millions, a slow process loses the mandate, and a weak model loses the committee.
Execution Fragmentation
The real friction in finance happens in the Execution Gap—the dead time spent switching between disconnected tools for valuation, legal review, and integration planning.
When your data is in one place, your models in another, and your strategy in a third, you lose deal velocity. DealDesk bridges that gap by providing a structured, multi-step environment where your context follows you from the first pitch to the final exit.
Beyond the Chat: The Deliverables Engine
Deal teams drown in documents, spreadsheets, and manual research. You lose weeks on repetitive tasks.
DealDesk© handles the grunt work: extract red flags from data rooms, score startup fit, draft IC memos, and track portfolio KPIs.
Role‑Based Chat Agents
Select your role (PE Associate, VC Analyst, IB VP) and chat with an AI trained on that persona’s typical tasks. Ask questions, review summaries, and get draft outputs.
Deliverable‑Specific Workflows
Choose from pre‑built templates: Investment Memo, Term Sheet Review, DD Question List, IC Presentation Outline. Each workflow guides you step‑by‑step.
Easy Drag & Drop Intelligence
Drag & drop PDFs, Word files, Excel sheets. The AI extracts key clauses, financial figures, and risk flags. No API or data room connection needed.
Enterprise-level Integrations
Scalable at higher tiers to meet your enterprise needs. Connect external data sources and internal integrations using agentic flows.
The DealDesk Workbench
Restructuring
Recovery & Liquidity
Covenant Stress Tests, 13-Week Cash Flows, Asset Lists
Select an Advisor. Initialize a workflow. Generate a deliverable.
Valuation Quantitative
Due Diligence & Risk
Generate Red-flag Reports, Q&A Trackers, LOI Benchmarking
Venture & Fundraising
Growth & Capital
Investor Teasers, FAQ Matrices, Cap Table Modeling
Post-Integration
Day 1 & Synergies
100-Day Plans, Synergy Trackers, Culture Risk Maps
Custom Roles & Deliverables
From the Head of Governance, to a Healthcare-vertical Analyst .. if a role exists, you can automate it.
Transaction Advisor
Due Diligence & Risk
Generate Red-flag Reports, Q&A Trackers, LOI Benchmarking
Why It’s a "Workbench," Not a Tool
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Don't just dump files. DealDesk guides you through the "missing context"—the nuances that an AI alone might miss.
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Our Advisors cross-reference findings. If the Valuation Advisor flags a revenue dip, the Transaction Advisor automatically hunts for the corresponding contract termination in the VDR.
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Each Advisor is tuned with a different "personality" and logic set. Your Restructuring Advisor is skeptical and risk-averse; your Venture Advisor is growth-oriented and comparative.
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DealDesk retains the context of your deal. Move from "Due Diligence" to "Post-Integration" without re-uploading a single document or explaining the deal perimeter twice.
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We handle the "messy" stuff—scanned PDFs, nested Excel tabs, and convoluted legal jargon—with surgical precision.
Pricing & Tiers
All AI Roles
Transaction Advisor, Valuation Advisor, Deal Sourcing, Competitive Mapping, Fundraising Advisor, Post-Deal Integration — all accessible from launch.
Multi-Step Deliverables
Each deliverable runs as a 3–5 step guided workflow. State is preserved between steps. Upload documents at any step. Jump between steps non-linearly.
Document Parsing
PDF (text extraction via PDF.js), Excel/CSV (SheetJS), Word (.docx), plain text. Max 60k chars per file. Files processed in browser memory only.
Custom Admin Panel
Client can edit role prompts, add/remove deliverable steps, and configure quick-start chips from their admin dashboard. Changes persist per-tenant.
14-Day Free TrialFull access, no credit card required. Auto-converts to paid on day 15 or access suspended. Trial status shown in app.
Up to 10 Seats
Additional seats charged at $49/seat/month above the base. Team admin assigns roles and controls which advisors each seat can access.
Persistent Saved Chats
Conversation history stored encrypted in Supabase. Accessible across devices and sessions. Searchable. Organised by deliverable and role.
Enhanced Output
Markdown tables → styled HTML. Mermaid.js diagrams rendered inline. Code blocks with syntax highlighting. Export to PDF or Word. Copy individual sections.
Document Library RAG
Every document uploaded during a deal session is indexed as a vector embedding and stored in a per-deal knowledge base.
Web Search Augmentation
Mid-workflow, the AI can autonomously trigger web searches to pull live public data: recent regulatory filings, press releases, competitor announcements, market data, and news sentiment
SME Tier
(from $499 / month)
For deal teams operating at volume — a boutique IB, a mid-market PE firm, or a corporate M&A team. Collaboration, persistence, and integration with the tools your team already uses.
📊 Highest Impact Features at This Tier
At SME tier, Deal Desk moves beyond assisted analysis into agentic execution: the AI autonomously chains deliverable steps without human prompting between each one.
Unlimited Seats + SSO
SAML 2.0 via Clerk Enterprise. Supports Okta, Azure AD, Google Workspace, Ping Identity. Provisioning via SCIM.
On-Premise Deployment
Packaged as Docker Compose: Next.js app + PostgreSQL + Nginx. Client runs on their private cloud (AWS VPC, Azure Private, on-prem). Zero external connections.
Internal Knowledge Base RAG — Enterprise
Enterprise clients index their entire firm knowledge base — historical IC presentations, deal memos, standard clause libraries, sector theses, portfolio company data, and internal playbooks — as vector embeddings stored in a private, tenant-isolated vector database.
Multi-Agent Orchestration
Multiple specialist AI agents run in parallel rather than sequentially. Orchestration is configured per deal type. No code required — define the agent graph through the admin console.
SOC 2 Type II
Certification in progress. Expected Q3 2026. Architecture is SOC 2-ready — server does not sit in the AI data path, reducing audit scope dramatically.
Solo Tier
(from $199 / month)
Built for the independent deal professional — a PE principal, a solo M&A adviser, a venture partner. Full access to all AI roles and deliverables. No team features, no friction.
✅ Ideal For
An independent M&A adviser running 3–6 deals a year. A VP at a PE firm who wants to move faster than their analyst pool allows. A VC partner reviewing 50+ pitch decks a month. A corporate development lead at a mid-cap company without a dedicated BD team.
Enterprise Tier
(Request for Quote)
For institutional deal teams at large PE houses, bulge-bracket banks, or sovereign wealth funds. Unlimited scale, private deployment, and integration into proprietary deal infrastructure.
🔒 Federated Search — Internal Deal Library
Enterprise clients can index their internal knowledge base — past deal memos, standard clause libraries, firm playbooks, IC presentations — as vector embeddings. This is Retrieval-Augmented Generation (RAG) built into the deal workflow. 2–3 week build per deployment.