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Dealsight

From data room to investment decision.

Organize every document, run source-backed AI analysis, coordinate diligence workstreams, and deliver decision-ready reports—without stitching together a fragmented tool stack.

Dealsight data room workspace showing folders and documents
Dealsight Command Center overview for deal execution

Outcomes

Organize every document.

Built-in data room with folders, search, preview, and versioning.

Surface material risks.

Workstream analysis, contradictions, and a prioritized risk register.

Coordinate every workstream.

Command Center for findings, requests, readiness, and timeline.

Deliver decision-ready output.

Diligence reports, IC memo drafts, and PDF/Word export.

One system from intake to investment decision.

  1. 01

    Build the workspace.

    Upload documents, structure folders, invite the deal team, and set access controls.

  2. 02

    Analyze the source material.

    Run AI workstream analysis, ask source-backed questions, and surface contradictions.

  3. 03

    Run the deal process.

    Track findings, risks, requests, readiness, and timeline inside Command Center.

  4. 04

    Deliver the decision.

    Export diligence reports and IC memo drafts for internal review and investment decisions.

Controls built for confidential deal work.

Dealsight is designed for sensitive M&A materials—with access controls, delivery protections, and transparent subprocessors. We do not claim SOC 2 certification until the audit is complete.

  • Organization and project isolation with role-based access
  • Restricted rooms, guest portals, watermarking, and access activity logs
  • Optional SSO-only rooms and guest IP allowlists
  • Published subprocessors; SOC 2 Type I in progress
  • View subprocessors

Packages for focused teams and multi-deal platforms.

Sales-led packaging with clear usage dimensions. Primary next step is Contact sales; self-serve checkout remains available for Starter, Pro, Platform, and single reports.

Starter

Focused teams and standardized diligence.

From $2,500per month

Boutique teams running occasional lower-middle-market deals.

  • Up to 3 diligence reports per month
  • Up to 5 seats
  • Built-in data room and AI analysis
  • Command Center and reporting

Pro

Active deal teams using deeper analysis and execution workflows.

From $5,000per month

Active advisory and deal teams with recurring diligence volume.

  • Up to 8 diligence reports per month
  • Up to 15 seats
  • Full diligence workspace and Command Center
  • Guest collaboration and access controls

Platform

Firms standardizing diligence across multiple transactions.

From $8,500per month

High-volume teams and firms standardizing process across deals.

  • Up to 15 diligence reports per month
  • Unlimited seats within one organization
  • Full product surface for multi-deal teams
  • Organization management and audit log

Custom

Configurable modules, usage, onboarding, support, and contractual terms.

Custom

Firms needing custom usage, onboarding, support, or contractual terms.

  • Custom report volume and seat terms
  • Configurable onboarding and support
  • Enterprise security review support
  • Contractual packaging for your firm

Single report

One AI-assisted diligence report with built-in data room upload, workstream findings, risk register, citations, and PDF/Word export.

$750 per report

Buy a single report

See full feature comparison

Questions from diligence teams.

Ready to run diligence in one workspace?

Talk with our team about Starter, Pro, Platform, or a Custom package for your firm.