One workspace. Keep deals moving.

Prepare the opportunity, bring buyers into one shared process, and keep diligence, the LOI, and financing moving through close.

The DealAide workspace: a seller's dashboard, a buyer's acquisition pipeline, and an open deal room.

Built for the room where serious deals get done.

A data room stores files. DealAide runs the deal.

Most tools stop at storage. DealAide connects financial preparation, buyer invitations, staged document access, diligence requests, LOI negotiation, and financing in the same deal record.

Its deal-aware assistant works from the financials and available documents to answer questions and draft analysis. It advises, while people approve and send every action.

Prepare the opportunity

Upload financial statements or sync QuickBooks, normalize EBITDA with an add-back bridge, and create the materials buyers need.

Control diligence

Invite buyers, collect e-signed NDAs, release documents in stages, and respond to requests against a shared checklist.

Use deal-aware intelligence

Ask questions across the deal, generate buyer analyses, and keep every answer grounded in available numbers and documents.

One process, both sides.

Six connected phases give sellers control and buyers a clear path through the same deal.

01

Prepare the opportunity

Import financials, build the EBITDA bridge, set the asking price, and create a teaser, CIM, and financial summary.

02

Invite and qualify buyers

Invite buyers directly, show the teaser, and collect an e-signed NDA before reports and financials open.

03

Run diligence

Open the full data room when ready, manage requests and checklists, and keep buyer tasks attached to the deal.

04

Negotiate the LOI

Submit, counter, accept, and e-sign a versioned LOI, with both sides working from the same terms.

05

Prepare financing and close

Assemble a lender package, share an expiring link, respond to lender requests, and confirm close from both sides.

06

Analyze the next move

Track the pipeline and use grounded AI for financial analysis, risk review, preliminary QoE, growth opportunities, and investment memos.

One place to run the buy-side.

Track opportunities, organize diligence, analyze financials, manage LOIs, and coordinate financing from one buyer workspace.

Seller-controlled access, stage by stage.

Buyers see the teaser before signing. After an e-signed NDA, sellers can open reports and financials, then grant or revoke the full diligence room as the deal advances.

Confidential · Project Aurora
NDA e-signed
Purchase price
$14.2M enterprise value
Key terms
Cash at close, 18 month earn-out, seller note at 6 percent, working capital peg set at trailing twelve month average.
Buyer
Meridian Capital Partners, fund IV
Every deal is a bet on the future. The tools you use to make that bet shouldn't be stuck in the past.

Simple pricing for both sides of the deal.

Choose the workspace that matches how you participate in the deal.

Free
$0
Prepare your deal privately.
  • Create and organize your data room
  • Upload financials and deal documents
  • Connect QuickBooks Online

Upgrade when you're ready to invite buyers, share the room, or use AI.

Start free

Start your next deal in one workspace.

Contact us.

Send us a message or email us directly. A real person will get back to you, usually within one business day.