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Know wherethe deal stands.

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Backed byForum VenturesFoundervine
See the record

The deal record

Your closing checklistis already out of date.

So we built a record that keeps itself current. Every party, draft, approval and condition in one place, current as the deal moves.

Book a demoSee the record

The agents file the inflow. A lawyer reads and releases every send.

Backed byForum VenturesFoundervine

Deal execution software: one live closing checklist for the whole M&A transaction

Your deal is split across emails, drafts, data rooms and calls.
DealTracker brings it into one.

Every deal scatters. DealTracker gathers it into one live record and drives it to close.

Project Kestrel
Illustrative
Wren Industries → Kestrel BidCo
Share purchase · £340m · 14 parties
DiligenceSigningClosing
Disclosure letterEmail
SPA v9 · indemnity capDrafts
Condition 4 · FCAConditions
Folder 04 · EmploymentData room
Consent lettersParties
Partner sign-offApprovals
Outstanding 6Kept currentCleared to close · R. Hale · 17:42

Every deal scatters.

DealTracker gathers it into one live record.

Cleared to close.Every sign-off attributed

What it does

Coordinated, current, and on the record.

01

Every party, coordinated

Counsel, counterparty, regulators, the client. Each sees exactly what you choose to share, and nothing else.

Illustrative
Ashcombe · disclosure letterreplied 09:12
Wren GC · consent letterschased · day 2
FCA · Condition 4 filingsubmitted
Lender · payoff letterdue Friday
02

The checklist keeps itself

Keeping it current is time no one bills. Here it keeps itself, so “where are we” takes seconds.

Illustrative
3Open
2With counterparty
9Cleared
Signing agenda confirmedjust now
Indemnity cap · open pointwith Ashcombe
03

Sign-offs, on the record

Each send, approval and version is attributed and timestamped. When someone asks who signed off, you can show them.

Illustrative
14:09Sent to Ashcombe with approvalon the record
14:02SPA v9 approvedR. Hale, Partner
11:20Draft v9 uploadedfrom iManage
09:12Disclosure letter receivedfiled to record

The agents

The agents keep the file. You run the deal.

The agents file the inflow, read the markups and keep the checklist current while you are in the room.

What the agents doIllustrative
09:41Ashcombe's counsel sent the revised SPAv9 · filed to the deal, supersedes v8Filed
09:42Completion moved to 14 Marchclause 4.2 · was 28 FebruaryRead from the markup
09:43Six dated items moved with itlongstop, CPs and the signing timetableChecklist updated
09:44Two conditions now fall after longstopFCA approval · landlord consentsFlagged to you
09:46Chaser to Wren's GC ready to sendlandlord consents · now 5 days, not 12Waiting on your sign-off
Every action lands on the record, attributed and timed.

Under your hand

Nothing leaves without a lawyer.

The agents draft. You read every word before it goes, change it or bin it, and release it yourself. Every send is recorded.

Illustrative
Draft preparedReply to Ashcombe · disclosure letter
ReviewedA. Chen, Senior Associate · 13:58
Awaiting your sign-offNothing moves until you say so
Try it. Nothing sends until you do.

Trust

Built for the firm’s security review.

Encrypted in transit and at rest, scoped to the deal, and never used to train models.

GDPR Art. 28 DPA and SCCsCCPA service providerSOC 2 Type II in progressAES-256 at rest, TLS 1.2+ in transitNo training on your dataData residency fixed by contract
How we protect deal data

For the team running the deal

Know where your next deal stands.

Book a demo

Or write to info@getdealtracker.com