Track activities and notes that are associated to the deal as you work through the details. Embedded resources help further research into the deal.

Adding 3rd party validation adds additional transparency to the deal. Easily integrate 3rd party data and reports to ease the process of due diligence.

Collaboration is an integral part of the deal. Our tools built right into the deal allow you to track your communications from one location. This keeps the facts of the deal easy to find and follow.

Easy to create checklists accessible directly in the deal books or outside of a deal, allow you and your team to easily cooridinate the tasks that need to be done for a deal. Use simple or advanced checklists to assign dates and owners to the activity.