Digital Deal Books

Slide Deck

Embed traditional slide decks
Embed your slide deck directly into the Digital Deal Book to ensure confidential information is not being shared without your permission.  Win investor confidence by connecting your slide deck to all the supporting documentation.  Make it easy for investors to ask questions or begin due diligence with integrated communication tools.

Integrated Pro Formas

One click sensitivity adds transparency to the deal.

Integrating the detailed financials of the deal gives added transparency to the assumptions without having to download additional data. Institutional Grade integrated proformas further derisk the deal by quickly adjusting assumptions and seeing the results.

Industry Specific Templates

Real Estate Development; EB-5; Life Sciences, Tech Startup
Save time and effort by starting with a StageXchange template deigned for your industry or create your own. Templates can help ensure your opportunity meets minimum requirements and addresses relevant metrics.

Document Management

Eliminate the need for Dropbox, Intralinks, or Virtual Data Rooms

Securely store and share all relevant documents. Organize documents logically by purpose or category. Use PDF reader to allow for documents to be read without the need to be downloaded or track what documents each user has downloaded.

Access Control

Access control lists allow you to restrict whom has access to the details of the deal; Data Security

By restricting access to sections of your deal, you control who access what materials. Investors can request access by finding the deals through marketplaces. Or a deal owner can send invites out to their own network of individuals.

Analytics / Insights

Gain further insight into what investors are reviewing

Our analytics track what pages are being viewed, what files are being accessed, when terms are agreed to and from where. Use these to have better conversations with those accessing your deal.

Rich Digital Media

Vimeo, YouTube, Flash
Go beyond a Virtual Data Room or Dropbox and engage investors to interact with your content. Use video to quickly explain your concept or drone video to share construction progress. Help investors visualize the opportunity with interactive pie and bar charts.

Google API Integration

Maps, Calendar, Docs, Sheets, News, Analytics
Take advantage of the power of Google via API.   Save time using popular Google products to allow for real-time updates of your Digital Deal Book.


Connect CRM, Accounting Software, or 3rd-Party Data

Enrich your Digital Deal Book with curated content from 3rd-parties. Track investor interactions with your CRM.  Automatically upload  monthly financial statements from your accounting software for Investor Relations.

User Friendly Admin Panel

Easily update your documents with an intutive and easy to use Deal control pannel.
Managing your own deal site without the need of an IT expert has never been so simple. Our administration screens allow you to easily manage your deal book content and files.

Accessibility (Translations & Device Agnostic)

Give your audience the information they way the want and how they want.
With the support of multiple languages you can get a clearer picture to different audiences. Our responsive designs make it simple for access from any device in the world.