# DealStudio UK

> The operating system for deals. DealStudio is a comprehensive M&A deal management platform built for UK business brokers, M&A advisors, corporate finance professionals, and investment banks. Manage your entire deal lifecycle — from sourcing and buyer matching to document management, NDA generation, and closing — in one secure, AI-powered platform.

Website: https://dealstudio.co.uk
Company: DealStudio Limited (Registered in England & Wales)

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## Who DealStudio Is For

DealStudio is purpose-built for professionals managing business acquisitions and disposals in the UK:

- **Business brokers** managing multiple live deals and large buyer databases
- **M&A advisors** running structured sale processes for SME and mid-market transactions
- **Corporate finance teams** coordinating due diligence, NDAs, and document rooms
- **Private equity associates** tracking deal pipelines and acquisition targets
- **Investment banks** requiring enterprise-grade security, audit trails, and API access

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## Pricing

### Starter — £99/month (£79/month billed annually)
Best for solo brokers and small teams getting started.

### Professional — £299/month (£239/month billed annually)
For growing brokerages and advisory firms that need AI and automation.

### Enterprise — Custom pricing
For firms requiring unlimited capacity, API access, and dedicated support.

**Free trial:** 7 days with Professional-tier features.
Learn more about pricing: https://www.dealstudio.co.uk/pricing
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## Core Features

### Deal Pipeline Management
Manage deals through a structured lifecycle with full visibility at every stage.
- Deal stages: Intake → Qualified → Marketing → Hot → Diligence → Closing → Closed
- Kanban pipeline view with drag-and-drop
- Mobile-optimised pipeline view with swipeable deal cards
- Deal detail pages with activity timeline, tasks, to-dos, schedules, and message boards
- Deal readiness indicators and stage badges
- Deal templates for consistent processes

### Buyer Management & Matching
Build and manage your buyer database with powerful matching and tracking.
- Guided buyer profile wizard with completion indicators
- Track each buyer through 12 statuses per deal: Prospect → NDA Pending → NDA Signed → Reviewing → Meeting Scheduled → Offer Submitted → In Negotiation → Due Diligence → Approved → Closed (also: Declined, Rejected)
- CSV import for bulk buyer uploads (hundreds of buyers in minutes)
- Profile image uploads and sensitive field management
- Share buyer profiles externally with granular permissions
- Schedule calls and add buyers to multiple deals

### AI Buyer Matching
Automatically match the right buyers to your deals using intelligent algorithms.

### Virtual Data Room (VDR)
Secure, organised document storage for every deal.
- Folder and subfolder management with drag-and-drop organisation
- Quick access tabs and sidebar navigation
- Document categories: Financials, Legal, Tax, Marketing, Other
- Granular permission levels: Internal only, NDA-signed buyers, All buyers
- Supported files: PDF, Word, Excel, PowerPoint, images (max 50MB per file)

### NDA Generator & Management
Create, send, and track customised NDAs without leaving the platform.
- Configurable term duration: 1, 2, 3, or 5 years
- Survival period and non-solicitation/non-compete clauses
- Clause library manager for reusable custom clauses
- Governing jurisdiction selection (England & Wales, Scotland, Northern Ireland)
- Dispute resolution: Arbitration, Mediation, or Litigation
- Buyer and Seller template types
- Digital signature canvas with signing workflow
- Status tracking: Draft → Sent → Viewed → Signed → Revoked
- Public NDA signing page (no login required for signers)
- Starter: Basic templates | Professional: Custom templates + clause library | Enterprise: White-label

### Sourcing Hub
Find and evaluate new deal opportunities from within the platform.
- Create and manage sourcing records
- Sourcing filters and statistics dashboard
- Contact management per sourcing record
- Evaluation checklists for qualification
- File attachments per sourcing record
- CSV import for bulk sourcing records
- Promote sourcing records to deals or buyers with one click
- Activity tracking per record
- Integration with your CRM tool of Pipedrive, Hubspot, Saleforce, etc

### Automations
Automate repetitive tasks with a visual workflow builder.
- Node-based workflow builder with drag-and-drop
- Pre-built workflow templates for common processes
- Custom automation rules and triggers
- Execution history and audit trail

### Conversations
Centralised, threaded communication for every deal.
- Threaded conversations linked to specific deals
- Real-time messaging with live updates
- Participant management (add/remove team members and external parties)
- Message composer with rich text support
- New conversation creation per deal context

### AI Deal Teasers
Generate professional, anonymised deal teasers from confidential documents.
- AI-generated teasers from CIM (Confidential Information Memorandum) documents
- Approval workflow: Draft → Pending Review → Approved or Rejected
- Teaser embeddings for similarity search and partner API matching
- Review queue for administrators

### AI Chat Widget 
An embeddable, AI-powered chat widget for your website to engage and qualify visitors.
- Embed via a single script tag with a data-org-id attribute
- Customisable primary colour to match your brand
- Programmatic JavaScript API for open, close, and toggle
- Multi-agent RAG architecture: Orchestrator → RAG Agent, FAQ Agent, Deal Matcher Agent, Handoff Agent
- Organisation-scoped knowledge base (PDF, DOCX, TXT, FAQ, URL sources)
- Content visibility tiers: Public (all visitors), Teaser (registered visitors), NDA-protected (never exposed via widget)
- Lead capture and live chat sessions with human handoff
- Security: prompt injection detection, output filtering (redacts sensitive data), OpenAI Moderation API

### Internal AI Assistant
A private AI assistant for your team, powered by your organisation's knowledge base.
- Ask questions about deals, processes, and documents
- Retrieval-augmented generation from your uploaded knowledge base
- Available to all team members within the platform

### AI Agent Builder
Configure and deploy custom AI agent workflows.
- Visual node-based agent workflow builder
- Agent configuration panels and dashboards
- Custom system prompts per agent
- Individual agent performance dashboards

### Scheduling & Calendar
Manage deal events, meetings, and tasks in one place.
- Schedule page with events and tasks tabs
- Create events and tasks linked to deals
- Guest selector and meeting link integration
- Google Calendar two-way sync
- Upcoming events view

### Email & Communications
Professional email capabilities integrated into your workflow.
- Email composer with template selector
- Contact buyers directly from deal pages
- User-configurable email signatures
- Starter: Platform email via Resend
- Professional: Multi-provider (Resend, SendGrid, Postmark), custom domains with DNS setup wizard, custom templates, daily digest
- Enterprise: Hybrid (multi-API + SMTP), weekly digest
- Email activity logging per contact

### Team Collaboration & Permissions
Manage your team with role-based access and external sharing.

**Internal roles:**
- Admin — Full access, organisation settings, billing, audit logs
- Manager — Deal and team management, NDA generation
- Broker — Deal and buyer management
- Associate — Limited access, assigned deals only

**External sharing roles (for buyers, sellers, advisors):**
- Viewer — Read-only access to shared content
- Editor — Can modify shared documents
- Collaborator — Can contribute and comment

**Permission controls:** can_view, can_edit, can_delete, can_share, can_add_buyers

### Companies House Integration
Look up UK companies directly from deal pages.
- Company search and details lookup
- Persons with Significant Control (PSC) data
- Auto-populate deal fields from Companies House records

### Partner API (Enterprise)
Programmatic access for deal discovery and integration.
- Endpoints: GET /teasers, POST /register-interest, GET /deal-details, POST /delete-data
- API key authentication with scoped permissions
- NDA-gated access workflow (7-day NDA expiry, 90-day post-signing access)
- Webhook callbacks: nda.signed, deal.updated, deal.removed
- GDPR-compliant with consent management and right to deletion
- Organisation opt-out capability

### Audit & Compliance
Full visibility into platform activity for governance and compliance.
- Comprehensive audit logs (Admin only)
- Activity audit log per deal and per user
- Stage change history with timestamps
- Document access tracking

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## Security & Compliance

- **GDPR Compliant** — Full right to deletion, data retention policies, consent management
- **Encryption in transit** — 256-bit SSL/TLS 1.2+
- **Encryption at rest** — AES-256
- **UK/EU Data Centres** — Hosted on AWS
- **99.9% Uptime SLA**
- **Row-Level Security** — Multi-tenant isolation at the database level on every table
- **Role-based access controls** — Internal and external roles with granular permissions
- **SOC 2 Type II** — In progress
- **ISO 27001** — Planned
- **Full audit logging** — Every significant action tracked
- **AI safety** — Prompt injection detection, output filtering (redacts IBANs, credit cards, SSNs, credentials), OpenAI Moderation API
- **Responsible disclosure:** security@dealstudio.co.uk

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## Frequently Asked Questions

### Getting Started

**What is DealStudio?**
DealStudio is a comprehensive M&A deal management platform designed for UK business brokers, M&A advisors, and investment professionals. It manages your deals, buyers, documents, NDAs, and communications in one platform — from sourcing to closing.

**How do I get started?**
Sign up for a free 7-day trial at https://app.dealstudio.co.uk/register. You get full Professional-tier features during the trial. Create your first deal, import your buyer database, and invite your team.

**Can I import my existing data?**
Yes. DealStudio supports CSV imports for buyers and sourcing records. Go to the relevant page, click "Import", and map your CSV columns to our fields. You can import hundreds of records in minutes.

**How do I invite team members?**
Navigate to Settings > Organisation, click "Invite Member", enter their email, and select their role (Admin, Manager, Broker, or Associate). They receive an email invitation to join.

### Deals & Pipeline

**How do I assign buyers to a deal?**
From the deal detail page, go to the Buyers section and click "Add Buyer". Select from your existing database or create a new profile. Each buyer is tracked through their own status within the deal independently.

### Buyer Management

**What buyer information should I capture?**
Capture: contact details, company information, acquisition criteria (budget, industries, locations), financial capacity, investment rationale, and experience level. The more complete the profile, the better AI matching performs.

**How does buyer status tracking work?**
Each buyer in a deal progresses through: Prospect → NDA Pending → NDA Signed → Reviewing → Meeting Scheduled → Offer Submitted → In Negotiation → Due Diligence → Approved → Closed (also: Declined, Rejected).

**Can I reuse buyers across deals?**
Yes. Buyers are managed at the organisation level. Add the same buyer to multiple deals — their profile stays consistent while their status is tracked separately per deal.

### Documents

**What file types and sizes are supported?**
PDF, Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.ppt, .pptx), images (JPG, PNG), and more. Maximum 50MB per file.

**Can I share documents externally?**
Yes. Share individual documents, folders, or entire deals with external users. Set permissions (Viewer, Collaborator, Editor), control access expiration, and track who has viewed what.

### AI Features

**How does AI buyer matching work?**
On Starter, matching uses a rule-based weighted algorithm (industry, budget, geography, financials, timeline). On Professional and Enterprise, matching uses AI embeddings to find semantically similar buyers using vector similarity search — significantly more accurate for nuanced matching.

**What is the AI chat widget?**
An embeddable chat widget you place on your website. It uses retrieval-augmented generation (RAG) to answer visitor questions from your organisation's knowledge base, qualify leads, and hand off to human agents when needed.

**What is the AI deal teaser generator?**
Upload a CIM or deal document and DealStudio's AI generates a professional, anonymised teaser for marketing the opportunity. Teasers go through an approval workflow before publication.

### Pricing & Billing

**How much does DealStudio cost?**
Starter: £99/month (£79 annual). Professional: £299/month (£239 annual). Enterprise: custom pricing. All plans include a 7-day free trial.

**Can I change my plan?**
Yes, upgrade or downgrade at any time from Settings > Subscription. Changes take effect immediately with prorated billing.

**What's included in each tier?**
Starter: 10 deals, 100 buyers, 5GB storage, rule-based matching. Professional: 50 deals, 1,000 buyers, 50GB storage, AI matching, automations, conversations, chat widget, AI assistant. Enterprise: unlimited everything, API access, agent builder, dedicated support.

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## M&A Glossary

DealStudio provides a comprehensive glossary of 45+ UK M&A terms at https://www.dealstudio.co.uk/glossary, organised by category:

**Categories:** Legal, Financial, Due Diligence, Valuation, Process, Tax

**Terms include:** Acquisition, Asset Purchase, Break Fee, Completion, Completion Accounts, Conditions Precedent, Confidential Information Memorandum (CIM), Data Room, Deferred Consideration, Disclosure Letter, Due Diligence, Earn-out, EBITDA, Enterprise Value, Equity Value, Exclusivity, Goodwill, Heads of Terms, Indemnities, Letter of Intent (LOI), Locked Box, Long Stop Date, Management Buyout (MBO), Material Adverse Change (MAC), Merger, Multiple, Net Debt, Non-Disclosure Agreement (NDA), Normalised Earnings, Private Equity, Purchase Price, Quality of Earnings (QoE), Restrictive Covenants, Share Purchase Agreement (SPA), Stamp Duty, Teaser, TUPE, Valuation, Vendor Due Diligence, Vendor Loan Notes, Warranties, Warranty & Indemnity Insurance, Working Capital, Tax Deed, Signing

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## Resources & Articles

DealStudio publishes expert content on M&A deal management, business brokerage, and acquisition best practices.

- Resources Hub: https://www.dealstudio.co.uk/resources
- RSS Feed: https://www.dealstudio.co.uk/resources/feed.xml

### Articles

- Due Diligence Checklist for UK Business Brokers: https://www.dealstudio.co.uk/resources/due-diligence-checklist-uk-brokers
  A comprehensive due diligence checklist tailored for UK M&A transactions. Ensure nothing is missed during the most critical phase of any deal.

### Tutorials

- How to Set Up Your First Deal in DealStudio: https://www.dealstudio.co.uk/resources/first-deal-setup
  A step-by-step tutorial on creating and managing your first deal in DealStudio. Learn how to add sellers, set up your pipeline, and invite your team.

### Guides

- The Complete Guide to Managing Your M&A Deal Pipeline: https://www.dealstudio.co.uk/resources/managing-deal-pipeline
  Learn how to build, manage, and optimise your M&A deal pipeline. From initial sourcing to completion, discover the strategies top brokers use to close more deals.


## Contact

- **Contact:** https://www.dealstudio.co.uk/contact
- **Book a demo:** https://www.dealstudio.co.uk/book-demo
- **Help centre:** https://www.dealstudio.co.uk/help

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## Site Navigation

- Home: https://www.dealstudio.co.uk
- Pricing: https://www.dealstudio.co.uk/pricing
- About: https://www.dealstudio.co.uk/about
- Help Centre: https://www.dealstudio.co.uk/help
- M&A Glossary: https://www.dealstudio.co.uk/glossary
- Book a Demo: https://www.dealstudio.co.uk/book-demo
- Security: https://www.dealstudio.co.uk/security
- Privacy Policy: https://www.dealstudio.co.uk/privacy
- Terms of Service: https://www.dealstudio.co.uk/terms
- Login: https://app.dealstudio.co.uk/login
- Register: https://app.dealstudio.co.uk/register