Built for M&A advisors and business brokers
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.
Mandates Marketplace
Share your mandates with other M&A advisors and business brokers, and connect faster with opportunities.
AI Document Intelligence
Use AI to organize, search, and extract key information from CIMs, NDAs, financials, teasers, and other deal documents in one place.
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, suggested follow-ups, and action items connected to the right deal and contact.
Email Centralization
Centralize your team’s emails, attachments, teasers, NDAs, and key files 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.
Expand your reach through the Ecosystem
Share exclusive mandates within the DealConverter Ecosystem. Decide exactly what information is visible in each listing. Surface new opportunities that align with your deals.
Control visibility and share only the details you choose with vetted counterparts in the ecosystem.
Automatically surface buy-side and sell-side opportunities that align with your active mandates.
Get started with DealConverter
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.