Run your deal in one place
Buyer outreach for advisory firms: a CRM for your buyer lists, a portal your buyers work from, and reporting your clients read — connected to the data room underneath.
Signed NDA, without the chasing
Each buyer moves through a visible pipeline: contacted, NDA out, reviewing the IM. A signed NDA unlocks the next materials automatically.
The status report writes itself
Buyers work from a portal with materials and next steps. Your client follows the deal in a live view: every stage, signature, and question, logged automatically.
Nothing answered twice
Buyers ask in a structured thread instead of your inbox. Vera drafts a first answer from your documents, and nothing goes out without your approval.
The Deal Platform is rolling out to advisory firms
We onboard a few firms at a time, directly. Join the waitlist and we'll reach out as the rollout reaches you — no pricing talk until you've seen it on a real mandate.