One dashboard to manage every deal, track every buyer, and know exactly where things stand. Here is what your advisor command center looks like.
Deal Pipeline
Your pipeline shows every active deal and exactly where it sits in the five-stage Guided Deal Progression workflow. No spreadsheets. No guessing.
Midwest HVAC Co.
Pacific Coast Logistics
Metro Janitorial Svcs
Summit Freight Group
Heartland Ag Supply
Gulf Coast Marine Svcs
Cascade Timber Co.
Tristate Waste Mgmt
Keystone Staffing Inc.
Buyer Engagement Funnel
Watch buyers move through each stage in real time. See exactly where they drop off, who is engaged, and who needs a follow-up.
Conversion
Brief to Verification
60%
Verification to Deal Book
68%
Deal Book to Intelligence Room
43%
Intelligence Room to Ready
50%
Deal Book Builder
Build an interactive Deal Book with structured sections for financials, operations, and growth narrative. Buyers engage with the material instead of skimming a document.
Sections
Gulf Coast Marine Services
Executive Summary
$14M
Annual Revenue
22%
EBITDA Margin
18 yrs
In Operation
Intelligence Room
Structure your diligence materials by category. Control exactly what each buyer can see. Know who downloaded what and when.
Real-Time Buyer Analytics
Every buyer interaction is tracked. Know which buyers are engaged, which are stalling, and where to focus your follow-up time.
Active Buyers
12
+3 this week
Avg. Time in Stage
4.2d
down from 6.1d
Docs Viewed Today
31
across 8 buyers
Stalled (7d+)
2
follow-up needed
Buyer Intelligence
Every buyer gets two scores that update in real time. The Engagement Score tells you how active they are. The Closeability Score tells you how likely they are to actually close. Together, they tell you exactly where to spend your time.
Measures how actively a buyer is working through your deal materials. Based on what they have viewed, downloaded, asked about, and how often they come back.
Predicts how likely this buyer is to actually close a transaction. Factors in qualification signals, financial fit, communication patterns, and risk indicators.
Sarah Chen
Apex Capital Partners
Score Factors
Mike Johnson
Private Buyer
Score Factors
Most tools tell you someone opened a file. DealRoom tells you who is actually going to close — and who is wasting your time.
Everything you need
Real-time visibility into every buyer interaction across every stage of your deal.
Automatically verify and score buyers with qualification signals and proof of funds verification.
Track deal progression across your entire pipeline. Know which deals are moving and which need attention.
Control what buyers see and when. Gate documents by buyer stage with layered Intelligence Room access.
Structured qualification and confidentiality. Validates intent and captures engagement data automatically.
Present financials, operations, and growth narrative in a structured digital experience buyers actually engage with.
Start your first deal free. See how Guided Deal Progression™ changes the way you work.
Free plan includes one full deal with the complete 5-stage workflow.