Deal Workflow for Advisory Firms

Every deal, every client,
every follow-up —
in one place.

The workspace boutique M&A and real estate advisory firms run their mandates from — a shared deal pipeline, client and contact records, follow-ups that surface themselves, team chat, analytics and shareable deal teasers. It reads your team's email too, so the record keeps itself.

No credit card  ·  No sales call  ·  Live in minutes.

5 min
Setup time
100%
White-label
€0
Per NDA signed
🔒Bank-grade encryption
Live in under 5 minutes
🏛️Built for M&A & real estate advisory
💳Cancel anytime
🇪🇺GDPR compliant
The Problem

Your current process
is costing you deals

Every boutique advisory firm runs deals out of individual inboxes. Context scattered across threads, NDAs chased by hand, and no shared picture of where anything actually stands.

01
The deal lives in one inbox
The real history — what was sent, what was agreed, who owes whom a reply — sits in one person's mail client. When they're on a flight or they leave the firm, it goes with them.
02
NDAs chased by hand
Before Dealflow: printing, signing, scanning, emailing back — or €30+ an envelope. With it, your counterparty signs in the browser from a one-time link and you see the moment it lands.
03
No shared picture
Which deals have stalled? Who is overdue a follow-up? Which relationship is going cold? You're running €50M mandates on memory and a spreadsheet nobody else opens.
Who's behind this

A small team,
not a faceless platform

Dealflow is built and operated by a small independent team based in Madrid, Spain, with direct experience in M&A and real estate advisory. We built Dealflow after seeing firsthand how boutique firms run their mandates — mostly through email chains, spreadsheets and paperwork.

Questions? Reach us at hello@dealflowio.tech.

The Solution

Everything a mandate needs.
Nothing it doesn't.

One workspace for the whole deal — pipeline, clients and contacts, follow-ups, NDAs, teasers and your team's internal chat. The Dealflow Assistant keeps the email record current in the background.

01
Dealflow Assistant
A Chrome extension that lives in Gmail. One click on any email and it pulls out the summary, the milestone, the sentiment and every attachment — then files the lot under the right contact.
02
Email Activity
Not an inbox — a timeline. Every analysed email organised by company and person, with milestones, attachments and the original text. Star the ones that matter so you can find them again.
03
Clients, properly split
Investors and counterparties kept apart, each with their people underneath. Open any client and get one page: their deals and stages, their touchpoint notes, and their whole email history.
04
NDAs by magic link
Send a one-time secure link. Your contact signs your NDA and unlocks the financial model in their browser — no account, no password, no per-envelope fee. You see the moment it's signed.
05
Pipeline & Analytics
Drag deals between your own stages, then see how long each one really takes. Deal velocity, stalled deals flagged against the average, contact growth and what each team member has been doing.
06
Shareable deal teasers
Generate a link to a polished, investor-facing one-pager and send it by WhatsApp, Gmail, Outlook or anything else. No login for them. Your data room, financial model and NDA-locked files stay private.
Process

From first email
to signed NDA.

Set your firm up in minutes, then work the way you already do. Dealflow keeps the pipeline, the record and the follow-ups current.

1

Set up your firm

Your name, logo and brand colours. Add your deals and clients, and invite your team with a link.

2

Email as normal

Dealflow opens a compose window in your real Gmail or Outlook, already written. You send from your own inbox, as always.

3

Analyse the reply

When they reply, hit Analyze with Dealflow in Gmail. Summary, milestone and attachments file themselves under that contact.

4

Share and close

Send a teaser link, get the NDA signed by magic link, and watch the deal move through your pipeline.

Pricing

Two plans.
Zero compromises.

No setup fees. No hidden costs. Cancel anytime. Both plans include the full product — the difference is team size and devices.

Starter
249
per month · billed monthly
Unlimited deals
Unlimited clients & contacts
Your branding & logo
NDA signing by magic link
Dealflow Assistant extension
Email Activity timeline
Deal pipeline
Touchpoints & follow-ups
1 team member
Max 2 devices
No custom domain
Start free trial →

No commitment · Secure payment via Stripe

Professional · Most Popular
799
per month · billed monthly
Everything in Starter
Unlimited team members
Unlimited devices
Custom domain
Team Chat & file sharing
Priority support
Setup & onboarding
Changes within 24h
Start free trial →

No commitment · Secure payment via Stripe