FAQs

DealNexa is an ERP platform built specifically for corporate development, M&A, and high-volume acquisition teams. It replaces the patchwork of spreadsheets, CRMs, and disconnected tools with one system to manage sourcing, diligence, closing, and integration.

DealNexa centralizes your entire deal workflow in one platform. You can track relationships, manage your pipeline, execute transactions, conduct diligence, generate reports, and maintain audit trails - all in one place.

Our team handles the onboarding process for all users. Live account setup takes just 5 minutes, team invitations are instant, and we provide live training sessions to get your team productive in under an hour.

DealNexa is built for teams running 3+ deals per year, including corporate development teams, private equity firms, sponsor-backed platforms, family offices, commercial real estate firms, and late-stage venture capital.

Yes. DealNexa maintains enterprise-grade security with SOC 2 compliance, encryption at rest and in transit, role-based access controls, and comprehensive audit trails for all actions.

Yes. DealNexa supports importing data from spreadsheets, Salesforce, DealCloud, and other systems. Our team can assist with data migration to ensure a smooth transition.

DealNexa integrates with Microsoft 365, Salesforce, DealCloud, Grata, Slack, and Google Workspace. We are constantly adding new integrations based on customer feedback.

Yes. We provide live onboarding training for all new users, comprehensive documentation, and ongoing support via email and scheduled calls. Enterprise customers get dedicated account management.

Yes. External advisors like lawyers, consultants, and investment bankers can be invited to specific deals with limited access. External advisor seats are free.