Trusted by Financial Firms

Supercharge Your Deal Flow with AI Intelligence

Process 10x more deals with AI-powered document analysis, intelligent recommendations, and automated due diligence. Built for investment professionals who move fast.

Trusted by leading investment firms

Dealflow AI dashboard

Everything you need to manage deals at scale

Purpose-built for investment professionals. Process thousands of documents, track hundreds of deals, and make data-driven decisions faster.

AI Document Processing

Process 500+ documents per deal instantly. Extract key terms, financials, and risks with 99.9% accuracy.

πŸ“ˆ 10x faster processing

Intelligent Recommendations

Get AI-powered insights on deal quality, market comparables, and potential risks before others see them.

πŸ“ˆ 85% prediction accuracy

Real-time Analytics

Track pipeline metrics, conversion rates, and team performance with customizable dashboards.

πŸ“ˆ 50+ KPI metrics

Enterprise Security

Bank-grade encryption, SOC 2 Type II certified, and complete audit trails for compliance.

πŸ“ˆ 100% compliant

Seamless Integrations

Connect with your existing CRM, data rooms, and financial systems via REST API.

πŸ“ˆ 20+ integrations

Collaborative Workflows

Streamline deal reviews with role-based access, comments, and automated notifications.

πŸ“ˆ 3x team efficiency
New Feature

RAG-powered Document Intelligence

Ask questions about your entire deal portfolio in natural language. Our RAG system instantly searches across millions of documents to find exactly what you need, with source citations and confidence scores.

  • Semantic search across all documents
  • Multi-document synthesis and summarization
  • Automated comparative analysis
Try RAG Search β†’
AI Assistant Ready

"What are the key risk factors in the Acme acquisition documents?"

Analyzing 47 documents...

How it works

Get started in minutes, see value in days

1

Upload Documents

Drag and drop your deal documents. We support PDFs, Word docs, Excel, and many other formats.

2

AI Analysis

Our AI extracts key data, identifies risks, and provides actionable insights instantly.

3

Make Decisions

Track deals through your pipeline with AI recommendations at every stage.

Trusted by finance leaders

See what our customers have to say

"Dealflow AI cut our due diligence time by 70%. We're now processing 3x more deals with the same team."

"The AI insights are game-changing. We catch red flags we would have missed before."

"Best investment we've made. ROI was clear within the first month of use."

Simple, transparent pricing

Straightforward pricing that scales with your team. Choose a plan and get set up quickly.

Starter

$137 per user/month

Perfect for small teams getting started

  • Up to 50 deals per month
  • 100 GB document storage
  • Basic AI document processing
  • Email support
  • 5 team members
  • Standard integrations
Get Started

Enterprise

Custom contact sales

For large organizations with custom needs

  • Unlimited deals
  • Unlimited storage
  • Custom AI models
  • 24/7 dedicated support
  • SSO & advanced security
  • Custom integrations
  • Unlimited data retention
  • On-premise deployment option
  • SLA guarantee
Contact Sales
Get started in minutes
Transparent, per-user pricing

Ready to accelerate your deal flow?

Join 500+ firms using AI to win more deals