Convert more deals
DealConverter helps you organize your deals, handle documentation and retrieve information so you can be closer to your clients and close more deals
Everything you need to manage mandates and move deals forward
Company and contact records
Keep buyers, sellers, clients, and target companies organized with structured profiles built for M&A workflows.
Deal tracking
Track every opportunity from first outreach to signed LOI, due diligence, and close in a clear, mandate-based process.
Pipeline management
Manage mandates, stages, and next steps in one place so your team always knows what is moving and what needs attention.
Mandate dashboard
See documents, communications, tasks, and progress for each mandate without jumping between disconnected tools.
Tasks and follow-ups
Never lose track of a conversation with reminders, follow-ups, and action items connected to the right deal and contact.
Email and document capture
Keep emails, attachments, teasers, NDAs, and key files organized so critical information never gets buried.
Manage all your prospects in one place
Organize target companies, buyers, and seller-side relationships in a structured workspace designed for real deal execution.
Store business details, financial context, notes, and status in a format your team can actually work with.
Track outreach, interest, and next steps separately for each mandate without mixing up conversations.
Close more deals, faster and smarter
Keep communications, documents, and follow-ups connected to each mandate so your process stays organized as activity grows.
Get started with DealConverter.ai
Create your workspace
Set up your firm, your team, and your first mandates in a workspace designed for buy-side and sell-side execution.
Add your deals and contacts
Upload documents, organize companies and contacts, and keep every conversation tied to the right mandate.
Run a more efficient process
Track progress, manage follow-ups, and keep your team aligned so more opportunities move toward close.