Built for M&A Advisory Teams

Your deal pipeline,
organized and actionable

Track every engagement, contact, and conversation in one place. Sync your Outlook emails automatically and never miss a follow-up.

Deal Pipeline — Project Apex
12
Targeted
8
Contacted
5
Responded
3
Calls
1
Diligence
S
Salesforce
Sarah Chen
3
Call Completed
H
HubSpot
Jennifer Park
2
Responded
V
Vista Equity
David Kim
4
Call Scheduled
100%
Email Sync
Real-time
Activity Tracking
2-3
Team Members
Zero
Manual Entry

Everything your deal team needs

Purpose-built for M&A advisory, growth equity, and capital raise engagements.

Outlook Email Sync

Automatically track every email sent to contacts. No manual logging — just connect your Outlook and go.

Pipeline Tracking

Move contacts through stages from Targeted to Diligence. See your entire pipeline at a glance with real-time metrics.

Team Collaboration

Share the same live pipeline with your team. Everyone sees every contact, engagement, and activity in real-time.

Engagement Metrics

Track response rates, call completions, and conversion across every engagement. Know what's working.

CSV Import & Export

Bulk import contacts from spreadsheets or export your pipeline data anytime. No vendor lock-in.

Secure & Private

Your deal data stays private with row-level security and email-based authentication. No shared passwords.

Ready to streamline your deal pipeline?

Get started in under a minute. No credit card required.