Docs for the platform built for your firm
Setup guides, API reference, and walkthroughs to help your team get the most out of DealNexa.
Everything you need to set up, configure, and extend the DealNexa platform. Start with the quick start guide, dig into user guides for your workflow, or connect DealNexa to your existing tools through the REST API.
Getting Started
Set up your account, invite your team, and learn the basics of the platform built for your firm. New users can be productive on their first deal within minutes.
- Quick Start Guide
- Account Setup
- User Onboarding
User Guides
Step-by-step documentation for the features your team uses every day, from relationship management and deal pipelines to transaction workspaces and diligence tracking.
- Relationship Management
- Deal Pipeline
- Transaction Workspace
- Diligence Tracker
API Reference
Connect DealNexa to the rest of your stack with our REST API. Authenticate, query deal data, trigger workflows, and build custom integrations.
- API Overview
- Authentication
- Endpoints
- Webhooks
Video Tutorials
Watch step-by-step walkthroughs for setup, pipeline configuration, diligence management, and portfolio monitoring, tailored to the platform built for your firm.
- Platform Overview
- Setting Up Your Pipeline
- Managing Diligence