Where the team already works
Illustrative only in this prototype. Nothing is sent anywhere.
Slack · #deals
A qualified buyer signed the NDA on Project Granite
Fit score 91. Matches the mandate on sector, size and geography.
NDA register updated, version 2.1
Calendar
Buyers book into real availability
Intro and management calls are booked against the deal team's live calendar, and the deal record is updated automatically.
CRM
One record per deal
Enquiries, buyers, NDAs and data room access all write back to the same record, so nothing lives only in an inbox.