GSP Dealroom.
Deal flow, teasers and a data room. One system.
A deal-flow CRM for a corporate-finance advisory firm that drafts the teaser from the firm's own documents, keeps every record in one place, and gates the data room behind a registration that records capital criteria.
Interactive demo, drive it yourself
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“A boutique advisory with a dozen live mandates keeps deal facts in email, a spreadsheet and a shared drive. Every teaser is retyped from the memorandum, and every data-room request is handled by hand.”
- One record per opportunity from first questionnaire to mandate, with the firm's own forms as stage gates
- Teaser and memorandum sections drafted from the firm's documents, held for a named reviewer
- A public listing that is a switch on the record, not a second database
- A data room gated by registration that records capital criteria, with an audit log
- 01The code and the hosting, under your own accounts
- 02A runbook, an eval set and the test log
- 03A working session that trains your team on the system
- 04Us on the pager afterwards, for as long as you want
Built in five stages: map, train on your methodology, build, host and operate, hand over with training. The prototype is working software in two to four weeks, tested on your real data.
Want Dealroom for your team?
A system like this starts with one call about where the hours go in your advisory work.