Platform Features

The complete deal platform. Built for M&A.

From first mandate to final signature — DealStudio gives brokers and corporate development teams the AI infrastructure to move faster, match smarter, and close with confidence.

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GDPR compliant
UK data residency
Core Capabilities

Everything your deal process needs. Nothing it doesn't.

A purpose-built stack for M&A — not a generic CRM with deal management bolted on. Every feature is designed around how advisors actually work.

AI Deal Pipeline

Visualise every mandate on an intelligent Kanban board. Stage changes trigger automated actions — keeping deals moving without manual chasing.

Intelligent Buyer Matching

Deep semantic analysis ranks your buyer database by fit and intent in seconds. Surface a qualified shortlist the moment a new deal is listed.

Document Vault & VDR

Secure uploads with granular folder-level permissions. External parties see only what you share — full audit trail included.

Automated CIM & Teaser Generation

Generate board-ready Confidential Information Memoranda and teasers from deal data in under 60 seconds. Export to PDF or Word.

NDA Tracking & e-Sign

Track every NDA request, reminder, and execution in one place. Buyers sign digitally — no chasing, no paperwork, no missed signatures.

Analytics & Reporting

Deal velocity, buyer engagement heatmaps, and pipeline health dashboards. Know exactly what's moving and what needs attention.

M&A & Business Brokers

Run more mandates. Close more deals.

DealStudio is built around how advisory firms actually operate. Automate the repetitive, focus on the relationships — and always know exactly where every mandate stands.

  • Manage 50+ active mandates from a single command centre
  • Auto-generate teasers and CIMs the moment a deal is listed
  • Track NDA signatories and document access in real time
  • Surface matched buyers instantly — ranked by acquisition fit
  • Automate stage-gate reminders and buyer follow-ups
  • Produce client-ready analytics reports without manual effort
47
Active Mandates
312
Buyer Matches
89
NDAs Tracked
134
Docs Generated
Qualification
12
Due Diligence
8
Heads of Terms
5
Completion
3
Acquisition Pipeline
Target Screening
24
Initial Outreach
11
NDA & Diligence
6
LOI / Exclusivity
2
Connected Systems
SAPSalesforceSharePointWorkdayBloombergCustom API
Corporate Development Teams

Structured acquisition pipelines. Board-ready outputs.

Corporate development teams need more than a shared spreadsheet. DealStudio gives your team a structured, collaborative deal environment — with enterprise-grade integrations and AI-generated outputs ready for your board.

  • Build and maintain structured acquisition pipelines across your team
  • Collaborate across deal stages with role-based access controls
  • Integrate with your internal data warehouses and ERP systems
  • Generate board-ready valuation summaries and investment rationale
  • Track competitor acquisition activity alongside your live pipeline
  • Deploy in an isolated environment for maximum data sovereignty
Enterprise

Deployed in your environment. Integrated with your data.

Enterprise clients get DealStudio deployed in an isolated, single-tenant cloud environment — fully integrated with your existing data infrastructure and security controls.

Isolated cloud environment

Your workload runs in a dedicated, single-tenant environment. No shared infrastructure, no cross-tenant risk.

Custom data integrations

Connect directly to your ERP, data warehouse, or CRM via secure API. Deal data flows in — intelligence flows out.

SSO / SAML & enterprise IAM

Integrate with your existing identity provider. SCIM provisioning, RBAC, and audit logs built in.

Dedicated onboarding & SLA

A named customer success manager, migration support, and a 99.9% uptime SLA — backed by contract.

Dedicated tenant
Your data, your environment
Custom integrations
ERP, HRIS, data warehouses
Enterprise SLA
99.9% uptime, contractual guarantee

Your next deal deserves AI.

Join the M&A firms already closing faster with DealStudio. Start free — no credit card required.