Modules

Six integrated modules designed specifically for corporate development teams. Everything you need to manage deals from sourcing to closing.

Relationship Management

One place for every relationship of your team. Shared history, clear owners, and tracked follow-ups.

Key Features

  • Contact database
  • Interaction tracking
  • Team collaboration
  • Follow-up reminders

Deal Pipeline

Manage your entire deal pipeline in one workspace. Track stages, owners, risks, and tasks in real time.

Key Features

  • Visual pipeline
  • Stage tracking
  • Risk indicators
  • Real-time updates

Transaction Workspace

Execute every deal in one place. Assign tasks, manage diligence, route approvals, and keep stakeholders aligned.

Key Features

  • Task management
  • Approval routing
  • Stakeholder collaboration
  • Document sharing

Diligence Tracker

Upload files and let the system surface risks, gaps, and key terms automatically. Collaborate and resolve issues directly.

Key Features

  • Document upload
  • AI-powered analysis
  • Risk surfacing
  • Issue resolution

Reporting & Analytics

Create structured reports from live deal data in seconds. Summarize pipeline health, risks, and progress.

Key Features

  • Executive dashboards
  • Pipeline reports
  • KPI tracking
  • Custom analytics

Audit Trails

Every update is logged automatically. Changes, approvals, and access are fully traceable and audit-ready.

Key Features

  • Activity logging
  • Change tracking
  • Compliance reports
  • Access history

See the modules in action

Schedule a personalized demo to see how our modules fit your workflow.

Book a Demo