Deal Room Vault

The intelligence layer
for M&A.

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.

$412M
AUM Tracked
64
Active Deals
18
Portfolio Cos
99.98%
Data Uptime
Scroll
Platform

Everything to run the room.

From first screen to close, Deal Vault gives your team the surface area of an institutional platform — without the tooling debt.

01 / Portfolio

The Radial Map

See your whole portfolio as a living network. UrgentFlex at the center, companies on the inner ring, deals orbiting the companies they target. Hover to explore relationships. Drag to arrange.

02 / Diligence

AI Diligence Copilot

Drop in a data room and ask questions in plain English. Cross-references docs, cap tables, and financials so your team spends time on judgment, not indexing.

03 / Data Room

Founder Portal

One shareable link. Founders upload straight to Drive; your team sees it live in the Vault with folder-level permissions and audit trails.

Financials · 2024.xlsx
Cap Table · v3.pdf
Board Deck · Q4.pdf
04 / Ledger

Cap Table & HR

Track ownership, options, waterfalls, and headcount across every entity in your platform. Roll-ups and per-company drilldowns, no spreadsheets.

How it works

Live in an afternoon.

No SDR onboarding, no forced migration. Connect the tools you already use.

1

Connect Drive

One-click OAuth links your Google Drive. Existing folders map to entities and deals automatically. Nothing moves; permissions stay yours.

2

Invite founders

Send one link per deal. Founders upload docs, answer questions, and get a clean read-only view of what your team has seen.

3

Run the process

The AI copilot indexes everything. Your team asks questions, drops notes, and pushes to close — all inside the Vault.

$412M
AUM Tracked
64
Active Deals
1,800+
Docs Indexed
99.98%
Uptime

Ready to see the whole board?

A 30-day working trial, seeded with your deals and companies. No credit card, no reformatting.