Broker and placement agent workflow software
Run multi-buyer processes, qualify buyers automatically, and generate marketing materials straight from the data room.
Built for the intermediary seat
The platform reads the data room and structures the deal to run a process across many buyers at once and produce the materials each one needs.
Multi buyer process management
Run the process across many buyers at once, with each one tracked through its own stage.
Automated buyer qualification
Qualify buyers automatically, so time goes to the ones who can transact.
Marketing materials from the data room
Generate marketing materials straight from the data room, so they track the underlying documents.
Built for brokers and placement agents
Built for the firm running a sell-side process, not the buyer on the other end.
One deal record, many buyers
The same structured deal record feeds buyer qualification and every set of materials.
Why intermediaries run on DealNexa
Intermediaries run a process across many buyers at once. This platform is built for that seat, so the same workflow that reads the data room handles qualification and the materials each buyer sees.
- Run one process across many buyers at once
- Qualify buyers automatically
- Marketing materials straight from the data room
- Built for brokers and placement agents
- One platform for the whole process
How intermediaries work on DealNexa
A sell-side process means running many buyers at once, each at a different stage. DealNexa reads the data room, structures the deal into one record, and tracks every buyer through its own stage, so nothing slips between the teaser and the close.
Buyer qualification is automated, so your time goes to the parties who can actually transact rather than the ones filling out an NDA to look at the numbers. The marketing materials each buyer sees are generated from the data room, so they track the underlying documents instead of drifting into a separate deck.
Because every set of materials and every qualification decision ties back to the same deal record, the whole process runs from one place. When you take on the next mandate, the workflow is already set up for it.
The intermediary platform connects to the tools your firm already runs through our integrations, and shares its foundation with the capital raising platform. See how the whole product fits together.
See the platform built for your firm
Tell us how your firm works and we will show you the DealNexa platform built for it.