Features Built for Real Deals

Not another document repository with features bolted on. Dealspace is designed from first principles for how M&A transactions actually work.

Core Architecture

Request-Centric Workflow

Traditional VDRs are document-centric — you upload files into folders and hope people find them. Dealspace flips the model: the Request is the unit of work.

  • Structured request lists

    Issue specific, trackable requests to the seller. No ambiguity about what's needed.

  • Status at a glance

    Open, assigned, answered, vetted, published. Know exactly where every request stands.

  • Threaded communication

    Every request has a complete thread — comments, clarifications, status changes. Full context, always.

Request List — Project Alpha FIN-001: Audited financials FY2024 Published · 3 documents PUBLISHED ! FIN-002: Revenue breakdown by segment Pending review · Uploaded 2h ago REVIEW FIN-003: Cap table and equity structure Assigned to CFO · Due Mar 15 ASSIGNED FIN-004: Debt schedule and covenants Open · High priority OPEN
Dealspace IB Admin Full access Accountant 3 tasks CFO Finance GC Legal Buyer Data room 3 12 8
Access Control

Role-Based Simplicity

Most users are workers, not deal managers. When the accountant logs in, they see their task inbox — not a deal room, not workstream dashboards. Just: what do I need to do today.

  • Workstream-based access

    Finance team sees Finance. Legal sees Legal. No information overload.

  • Task inbox for contributors

    Assignees see only their tasks. Complete one, it routes to the next person automatically.

  • Data room separation

    Buyers only see published answers. Internal routing is invisible to external parties.

Intelligence

AI Matching with Human Confirmation

When a buyer submits a question, AI searches for existing answers. Match found? Human confirms, answer broadcasts to everyone who asked the same thing. One answer, many recipients.

  • Semantic search

    Not just keyword matching. AI understands that "revenue breakdown" and "sales by segment" are the same question.

  • Human in the loop

    AI suggests, human confirms. No answer goes out without explicit approval.

  • Zero retention

    Deal data never trains AI models. Private data stays private.

Buyer A asks: "Revenue by segment?" Buyer B asks: "Sales breakdown?" Buyer C asks: "Segment performance?" AI Matching 87% match → FIN-002 Confirm FIN-002 Revenue breakdown Published · 2 documents → Buyer A → Buyer B → Buyer C
Dealspace Central Hub Email Reply inline Slack Threaded updates Teams Direct messages Web App Full access Mobile On the go API Integrations
Integrations

Work Where You Already Work

Not everyone needs to log into another platform. Participants can respond via email, Slack, or Teams. Requests route to people wherever they are.

  • Email replies

    Reply to request notifications directly from your inbox. Attachments included.

  • Slack/Teams threads

    Get notified in your existing channels. Respond without context switching.

  • No login required

    Basic responses work without an account. Full features available in the web app.

Compliance

Complete Audit Trail

Every access, every download, every routing hop — logged. When compliance asks "who saw what when," you have the answer.

Access Logs

Who viewed which document, when, and from where. IP addresses, timestamps, duration.

Download Tracking

Every file download recorded. Watermarked with user identity for leak tracing.

Workflow History

Full chain of custody. Who assigned, who approved, who published — every transition logged.

See It In Action

30-minute demo. See how Dealspace transforms M&A workflow.

Request a Demo