Purpose-built for the teams that run transactions.
From cross-border M&A to fund reporting, DealOS adapts to your workflow — not the other way around.
One platform. Many transaction workflows.
M&A
Run sell-side and buy-side processes on the documents already in SharePoint. Stand up bidder rooms in hours with granular staging and Q&A.
- Bidder tiering with separate indexes
- Phased disclosure controls
- Counsel-reviewed Q&A workflows
Private equity
A consistent deal-room standard across every portfolio company and every transaction — without forcing migrations.
- Reusable playbooks and checklists
- Portfolio-wide reporting
- Faster diligence with AI summaries
Corporate development
Continuous readiness for inbound interest. Keep diligence packs always-on against your live document estate.
- Always-on readiness score
- One-click bidder access
- No duplicate uploads per deal
Legal teams
Privilege-aware access, redactions, watermarking and tamper-evident audit for sensitive transactions.
- Privilege tagging
- Redaction workflows
- Defensible audit exports
Investor relations
Secure investor portals layered over your existing reporting workspace — with full activity insight.
- LP-specific permission groups
- Subscription document workflows
- Quarterly reporting rooms
Real estate transactions
Asset-level workspaces for acquisitions, dispositions and financings — built around your property files.
- Asset and portfolio indexes
- Lender / buyer access tiers
- Title and lease intelligence