The Request is the
Unit of Work

Dealspace is the M&A workflow platform that Investment Banks trust. Request-centric. Role-based simplicity. Real security. No per-MB extortion.

IB CFO Seller Legal Seller PE Firm Strategic Family Office 3 5

Trusted by leading investment banks and advisors

Goldman Sachs
Morgan Stanley
Lazard
Moelis
Evercore

Traditional VDRs Are Broken

Document-centric platforms bury your team in folders. Dealspace flips the model: the Request is the unit of work. Your accountant sees their 3 tasks — not the entire deal room.

The Old Way

  • 500-folder hierarchies nobody can navigate
  • Everyone sees everything — chaos
  • $20/MB "secure storage" extortion
  • Same question asked 50 times by different buyers

The Dealspace Way

  • Request inbox — see only what you need to do
  • Role-based access — automatic, not configured
  • Fair pricing — storage at actual cost
  • AI matching — answer once, broadcast to all

Built for How Deals Actually Work

Not another document repository with features bolted on. Designed from first principles for M&A workflow.

Request-Centric Workflow

The Request is the unit of work. Every question, every answer, every status update — tracked, routed, and resolved.

Role-Based Simplicity

Your accountant sees their 3 tasks. Your CFO sees the big picture. Same platform, different experience.

AI Matching

Buyer question matches existing answer? AI suggests it. Human confirms. One answer broadcasts to all who asked.

Real Security

FIPS 140-3 crypto. Per-deal encryption keys. Dynamic watermarks on every document. Full audit trail.

Work Where You Are

Email, Slack, Teams — participants work in their existing tools. No login required for basic responses.

Complete Audit Trail

Every access, every download, every routing hop — logged. Your compliance team will thank you.

How It Works

From request list to data room — a clear workflow that keeps everyone on track.

1

IB Creates Request List

Configure workstreams, invite participants, issue structured requests to the seller.

2

Seller Responds

Internal routing to the right people. Upload documents. Mark complete.

3

IB Vets & Approves

Quality control. Approve to publish, reject with feedback. Full control.

4

Buyers Access Data Room

Submit questions, AI matches to existing answers, unmatched routes for resolution.

Fair Pricing. No Surprises.

Competitors charge $20/MB for "secure storage." We charge for the platform, not your data. Storage at actual cost.

Starter

$2,500/mo

Perfect for boutique advisors running smaller transactions.

View details →
POPULAR

Professional

$7,500/mo

For mid-market deals with AI matching and unlimited participants.

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Enterprise

Custom

For bulge bracket banks. SSO, custom SLA, dedicated support.

Contact sales →

Ready to Simplify Your Deals?

See how Dealspace transforms M&A workflow. 30-minute demo, no commitment.

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