The agentic operating system
for transactions

Automate deal execution, track every obligation, and get to closing faster

Scroll to explore

Dealtracker runs the entire transactions
from the first draft to the last closing item.

Capture

Automatically extract obligations from documents and emails into structured deal workflows.

Coordinate

Run the entire transaction from one collaborative workspace with real-time team visibility.

Control

AI agents execute workflows, chase deadlines, and keep the deal on track to close.

Runs every part of the transaction

Live Deal Tracking

Instant Setup

Agentic Execution

Multi-Party

Live Deal Tracking

See the status of the entire deal. What’s outstanding, who owns it, and what’s blocking closing.

Live Deal Tracking

Instant Setup

Agentic Execution

Multi-Party

Live Deal Tracking

See the status of the entire deal. What’s outstanding, who owns it, and what’s blocking closing.

Run your entire deal lifecycle, not just your documents

1 — Upload

Upload deal documents, emails or pick a bespoke template. DealTracker converts into a structured deal model (parties, obligations, timelines)

2 — Automate

Agents monitor the transaction and execute workflows

3 — Track

See real-time progress, status, blockers, and outstanding items

1 — Upload

Upload your SPA, term sheet, or transaction document.

2 — Extract

AI identifies obligations, parties, deadlines, and responsibilities automatically.

3 — Track

Assign owners, monitor progress, and run the deal to close.

1 — Upload

Upload deal documents, emails or pick a bespoke template. DealTracker converts into a structured deal model (parties, obligations, timelines)

2 — Automate

Agents monitor the transaction and execute workflows

3 — Track

See real-time progress, status, blockers, and outstanding items

Why Dealtracker

Visibility

See exactly who’s doing what, what’s blocking progress, and where the deal stands

Reliability

Every obligation tracked. Every task owned. Every action recorded so nothing slips and every deal runs to completion.

Accelerate

AI agents handle the execution, removing manual coordination, eliminating chasing, and accelerating every deal to close.

Pricing

Simple pricing that scales with your firm.

Every plan includes a 14-day free trial. No credit card required.

Monthly

Yearly

20% OFF

Team

$149

/user/month

For solo practitioners and small teams getting started with AI-powered deal management.

Features

Up to 10 active deals

50 AI conversations per week

5 document extractions per week

Professional

Popular

$249

$249

/user/month

For deal teams running active transactions with full AI power and portfolio insights.

Features

Unlimited deals & obligations

200 AI conversations per week

20 document extractions per week

Enterprise

Custom

Firm-wide deployment with SSO, audit logs, and dedicated success management.

Features

Everything in Professional, plus

Custom AI usage limits & SLA

SSO, audit logs & dedicated support

Monthly

Yearly

20% OFF

Team

$149

/user/month

For solo practitioners and small teams getting started with AI-powered deal management.

Features

Up to 10 active deals

50 AI conversations per week

5 document extractions per week

Professional

Popular

$249

$249

/user/month

For deal teams running active transactions with full AI power and portfolio insights.

Features

Unlimited deals & obligations

200 AI conversations per week

20 document extractions per week

Enterprise

Custom

Firm-wide deployment with SSO, audit logs, and dedicated success management.

Features

Everything in Professional, plus

Custom AI usage limits & SLA

SSO, audit logs & dedicated support

Monthly

Yearly

20% OFF

Team

$149

/user/month

For solo practitioners and small teams getting started with AI-powered deal management.

Features

Up to 10 active deals

50 AI conversations per week

5 document extractions per week

Professional

Popular

$249

$249

/user/month

For deal teams running active transactions with full AI power and portfolio insights.

Features

Unlimited deals & obligations

200 AI conversations per week

20 document extractions per week

Enterprise

Custom

Firm-wide deployment with SSO, audit logs, and dedicated success management.

Features

Everything in Professional, plus

Custom AI usage limits & SLA

SSO, audit logs & dedicated support

FAQ

Questions from the deal table.

What is DealTracker?

Do I need technical knowledge to use it?

How does the AI document extraction work?

Is there a free trial?

Can multiple firms collaborate on a deal?

How is my data protected?

What is DealTracker?

Do I need technical knowledge to use it?

How does the AI document extraction work?

Is there a free trial?

Can multiple firms collaborate on a deal?

How is my data protected?

Start tracking your next transaction.

No credit card required.