Features
Features
Features
Don’t waste time on debt placement processes we’ve modernized.
Don’t waste time on debt placement processes we’ve modernized.
Don’t waste time on debt placement processes we’ve modernized.
Our all-in-one lender management and transaction execution platform provides purpose built tools to help you simplify your outreach and improve your execution.
Lender Management
Lender Management
Lender Management
Manage all your relationship lenders in one place
Profiles and Preferences
Combine public information along with your lender’s inputs for a detailed overview of each of your lenders.
Profiles and Preferences
Combine public information along with your lender’s inputs for a detailed overview of each of your lenders.
Profiles and Preferences
Combine public information along with your lender’s inputs for a detailed overview of each of your lenders.
Lender Filter Tool™
Filter your lenders using 1,000 data points on their coverage and credit preferences.
Lender Filter Tool™
Filter your lenders using 1,000 data points on their coverage and credit preferences.
Lender Filter Tool™
Filter your lenders using 1,000 data points on their coverage and credit preferences.
Relationship Insights
Access deals shown and feedback received by lenders for each transaction.
Relationship Insights
Access deals shown and feedback received by lenders for each transaction.
Relationship Insights
Access deals shown and feedback received by lenders for each transaction.
Streamlined Communication
Streamlined Communication
Streamlined Communication
Stop cut and pasting the same email over and over
Personalized BCC Messages
Prepare a single message and send a personalized BCC message to your invited lenders.
Personalized BCC Messages
Prepare a single message and send a personalized BCC message to your invited lenders.
Personalized BCC Messages
Prepare a single message and send a personalized BCC message to your invited lenders.
Dedicated Transaction Chats
Centralized channels to answer any questions and share information .
Dedicated Transaction Chats
Centralized channels to answer any questions and share information .
Dedicated Transaction Chats
Centralized channels to answer any questions and share information .
Invitee Status
Easily follow up with reminders and automatic notifications to your lenders after you’ve invited them to a transaction.
Invitee Status
Easily follow up with reminders and automatic notifications to your lenders after you’ve invited them to a transaction.
Invitee Status
Easily follow up with reminders and automatic notifications to your lenders after you’ve invited them to a transaction.
Efficient Workflows
Efficient Workflows
Efficient Workflows
Increase productivity while improving execution
Market data at your fingertips
Access to private and public loan information from S&P and FactSet.
Market data at your fingertips
Access to private and public loan information from S&P and FactSet.
Market data at your fingertips
Access to private and public loan information from S&P and FactSet.
Terms Comparison Tool
Request, receive, and compare IOIs and Term Sheets from multiple lenders in one place.
Terms Comparison Tool
Request, receive, and compare IOIs and Term Sheets from multiple lenders in one place.
Terms Comparison Tool
Request, receive, and compare IOIs and Term Sheets from multiple lenders in one place.
NDA Tracker
Control sensitive information with ease using our lender and deal specific NDA management features.
NDA Tracker
Control sensitive information with ease using our lender and deal specific NDA management features.
NDA Tracker
Control sensitive information with ease using our lender and deal specific NDA management features.
Data Controls
Securely share files and/or Data Room Access with your lenders.
Data Controls
Securely share files and/or Data Room Access with your lenders.
Data Controls
Securely share files and/or Data Room Access with your lenders.
Portfolio Mangement
Portfolio Mangement
Portfolio Mangement
Improve firmwide visibility and data capture
Deal Drive
Turn your CIM or Internal Memo to a request for terms in a few clicks.
Deal Drive
Turn your CIM or Internal Memo to a request for terms in a few clicks.
Deal Drive
Turn your CIM or Internal Memo to a request for terms in a few clicks.
Stage-by-Stage Tracking
Visibility on the progress of all your transactions.
Stage-by-Stage Tracking
Visibility on the progress of all your transactions.
Stage-by-Stage Tracking
Visibility on the progress of all your transactions.
Access Historical Terms
No more manually comparing Excel sheets and emails to refence prior transactions
Access Historical Terms
No more manually comparing Excel sheets and emails to refence prior transactions
Access Historical Terms
No more manually comparing Excel sheets and emails to refence prior transactions
Simplify Refinancings
Leverage existing transaction data to request refreshed terms or compare to alternative structures.
Simplify Refinancings
Leverage existing transaction data to request refreshed terms or compare to alternative structures.
Simplify Refinancings
Leverage existing transaction data to request refreshed terms or compare to alternative structures.
Upgrades
Upgrades
Upgrades
Customized Reporting
Investment Committee
Managerial Reporting
LP Reporting
and more…
Customized Buildouts and Integrations
Connect deal tracking and notifications to Microsoft Teams for real-time collaboration.
Bulk data import/export, direct database integrations, and AI-assisted workflow automations.
More about our features.
More about our features.
More about our features.
What is DealWorks?
DealWorks’ transaction execution software is the command center for buyside deal teams. The end-to-end platform enables deal teams to efficiently arrange and manage the deal continuum for private debt financing. We help deal teams manage deals from the initial indications of interest to closing debt facilities. DealWorks allows deal teams to compare potential lenders and proposed debt terms at each step in the deal cycle to determine the best debt partner for each transaction. Powerful analytics and configurable reporting empower teams to manage their lenders and modernize their workflows, all while building a proprietary database. Our collaborative, automated infrastructure leads to the best execution. Additionally, deal teams are able to compare deal terms and track current market pricing via the direct integration of industry-leading data providers including S&P Capital IQ. Ultimately, we enable deal teams to reduce manual tasks and prioritize value creation for professionals at all levels, from analysts through senior management. Learn more about the platform here.
What is DealWorks?
DealWorks’ transaction execution software is the command center for buyside deal teams. The end-to-end platform enables deal teams to efficiently arrange and manage the deal continuum for private debt financing. We help deal teams manage deals from the initial indications of interest to closing debt facilities. DealWorks allows deal teams to compare potential lenders and proposed debt terms at each step in the deal cycle to determine the best debt partner for each transaction. Powerful analytics and configurable reporting empower teams to manage their lenders and modernize their workflows, all while building a proprietary database. Our collaborative, automated infrastructure leads to the best execution. Additionally, deal teams are able to compare deal terms and track current market pricing via the direct integration of industry-leading data providers including S&P Capital IQ. Ultimately, we enable deal teams to reduce manual tasks and prioritize value creation for professionals at all levels, from analysts through senior management. Learn more about the platform here.
What is DealWorks?
DealWorks’ transaction execution software is the command center for buyside deal teams. The end-to-end platform enables deal teams to efficiently arrange and manage the deal continuum for private debt financing. We help deal teams manage deals from the initial indications of interest to closing debt facilities. DealWorks allows deal teams to compare potential lenders and proposed debt terms at each step in the deal cycle to determine the best debt partner for each transaction. Powerful analytics and configurable reporting empower teams to manage their lenders and modernize their workflows, all while building a proprietary database. Our collaborative, automated infrastructure leads to the best execution. Additionally, deal teams are able to compare deal terms and track current market pricing via the direct integration of industry-leading data providers including S&P Capital IQ. Ultimately, we enable deal teams to reduce manual tasks and prioritize value creation for professionals at all levels, from analysts through senior management. Learn more about the platform here.
How does DealWorks help private equity firms and investment banks benefit from digitizing their deal related data?
As an end-to-end platform for private debt financing, DealWorks allows deal teams to digitize and reduce manual tasks, thus enabling professionals to prioritize value creation. By building proprietary AI tools like Deal Drive, we’ve expedited the intake of client data for deal teams. Deal Drive quickly automates the client data upload, allowing professionals to focus on managing the transaction execution rather than being bogged down by data entry. Once CIM’s have been uploaded and parsed in the Deal Drive, transactions are categorized and organized by industry and HQ region, amongst other key characteristics.
How does DealWorks help private equity firms and investment banks benefit from digitizing their deal related data?
As an end-to-end platform for private debt financing, DealWorks allows deal teams to digitize and reduce manual tasks, thus enabling professionals to prioritize value creation. By building proprietary AI tools like Deal Drive, we’ve expedited the intake of client data for deal teams. Deal Drive quickly automates the client data upload, allowing professionals to focus on managing the transaction execution rather than being bogged down by data entry. Once CIM’s have been uploaded and parsed in the Deal Drive, transactions are categorized and organized by industry and HQ region, amongst other key characteristics.
How does DealWorks help private equity firms and investment banks benefit from digitizing their deal related data?
As an end-to-end platform for private debt financing, DealWorks allows deal teams to digitize and reduce manual tasks, thus enabling professionals to prioritize value creation. By building proprietary AI tools like Deal Drive, we’ve expedited the intake of client data for deal teams. Deal Drive quickly automates the client data upload, allowing professionals to focus on managing the transaction execution rather than being bogged down by data entry. Once CIM’s have been uploaded and parsed in the Deal Drive, transactions are categorized and organized by industry and HQ region, amongst other key characteristics.
What tools does DealWorks have to help me manage relationships with lenders and capital providers?
Deal teams can oversee every facet of their debt financing, including nurturing lender relationships, through a single platform. After uploading their lenders, teams can simultaneously invite all participants to a transaction. Communications are simplified with the integrated DealWorks chat, allowing direct, real-time dialogue. And with the Lender Filter tool, professionals can quickly narrow their list by firm name, region, lender type, industry, leverage preferences, and other key criteria.
What tools does DealWorks have to help me manage relationships with lenders and capital providers?
Deal teams can oversee every facet of their debt financing, including nurturing lender relationships, through a single platform. After uploading their lenders, teams can simultaneously invite all participants to a transaction. Communications are simplified with the integrated DealWorks chat, allowing direct, real-time dialogue. And with the Lender Filter tool, professionals can quickly narrow their list by firm name, region, lender type, industry, leverage preferences, and other key criteria.
What tools does DealWorks have to help me manage relationships with lenders and capital providers?
Deal teams can oversee every facet of their debt financing, including nurturing lender relationships, through a single platform. After uploading their lenders, teams can simultaneously invite all participants to a transaction. Communications are simplified with the integrated DealWorks chat, allowing direct, real-time dialogue. And with the Lender Filter tool, professionals can quickly narrow their list by firm name, region, lender type, industry, leverage preferences, and other key criteria.
Can I customize reporting in DealWorks?
Yes! DealWorks's reports, dashboards, and analytics are fully customizable to deliver real-time insights that align with your strategy and support informed decision-making. Common examples include pipeline reports, critical date reports, lender profiles, and term sheet comparisons.
Can I customize reporting in DealWorks?
Yes! DealWorks's reports, dashboards, and analytics are fully customizable to deliver real-time insights that align with your strategy and support informed decision-making. Common examples include pipeline reports, critical date reports, lender profiles, and term sheet comparisons.
Can I customize reporting in DealWorks?
Yes! DealWorks's reports, dashboards, and analytics are fully customizable to deliver real-time insights that align with your strategy and support informed decision-making. Common examples include pipeline reports, critical date reports, lender profiles, and term sheet comparisons.