Pricing
Pricing
Pricing
Your Trusted Deal Management Software
Your Trusted Deal Management Software
Your Trusted Deal Management Software
From boutique firms to institutional deal makers, DealWorks can provide a solution.
Most Popular Option
Most Popular Option
Most Popular Option
Free
Best way to try our platform
Powerful suite of tools to maximize efficiency
For All:
Bios for all your contacts
Transaction Specific Messenger
Mass BCC Messenger Function
Automated tracking of transactions by stage
For Investors and Investment Bankers:
Lender-Filter-Tool™
Indication of Interest Comparison Tool
Basic Term Sheet Comparison Tool
Data Room with NDA Access Controls
AI Deal Drive™
AI powered CIM to Financing automation
The Tech:
SOC-2 ISO-27001 Compliant
Compatibility with Microsoft Suite
Secure Document Storage & Sharing
Professional
Best for teams
Comprehensive solutions for deal teams
Everything in the Free Plan +
For Investors and Investment Bankers:
AI workflow tools
AI Deal Drive™ uncapped usage
Collaborative workflows & access controls
Comparable database
Manager level reporting & dashboards
Centralize and standardize proprietary deal data
Pipeline management
Dedicated Account Manager: Priority support and onboarding for professional users
The Tech:
Custom API Access: RESTful API with webhooks for automated data sync across platforms
Enterprise
Best for complex organizational structures
Fully integrated options for firms wanting a customized solution
Everything in the Professional Plan +
For All:
Customize Investment Committee Outputs
Custom Portfolio / Fund Level Dashboards
Advanced Term Sheet Comparison Tool
Advanced NDA Tool
Microsoft Teams Integration: Connect deal tracking and notifications to Microsoft Teams for real-time collaboration
Advanced Data Ingestion & Processing: Bulk data import/export, direct database integrations, and AI-assisted workflow automations
Early access to exclusive betas
Curated introductions between investors, lenders and investment bankers
The Tech:
SSO (Single Sign-On) with Microsoft Entra ID (Azure AD), SAML & Oauth
Expanded Integrations: Deep API integrations with CRM (Salesforce), ERP (NetSuite), and financial systems
White-Labeled Solutions: Custom branding and private instance hosting options and more...
Free
Best way to try our platform
Powerful suite of tools to maximize efficiency
For All:
Bios for all your contacts
Transaction Specific Messenger
Mass BCC Messenger Function
Automated tracking of transactions by stage
For Investors and Investment Bankers:
Lender-Filter-Tool™
Indication of Interest Comparison Tool
Basic Term Sheet Comparison Tool
Data Room with NDA Access Controls
AI Deal Drive™
AI powered CIM to Financing automation
The Tech:
SOC-2 ISO-27001 Compliant
Compatibility with Microsoft Suite
Secure Document Storage & Sharing
Professional
Best for teams
Comprehensive solutions for deal teams
Everything in the Free Plan +
For Investors and Investment Bankers:
AI workflow tools
AI Deal Drive™ uncapped usage
Collaborative workflows & access controls
Comparable database
Manager level reporting & dashboards
Centralize and standardize proprietary deal data
Pipeline management
Dedicated Account Manager: Priority support and onboarding for professional users
The Tech:
Custom API Access: RESTful API with webhooks for automated data sync across platforms
Enterprise
Best for complex organizational structures
Fully integrated options for firms wanting a customized solution
Everything in the Professional Plan +
For All:
Customize Investment Committee Outputs
Custom Portfolio / Fund Level Dashboards
Advanced Term Sheet Comparison Tool
Advanced NDA Tool
Microsoft Teams Integration: Connect deal tracking and notifications to Microsoft Teams for real-time collaboration
Advanced Data Ingestion & Processing: Bulk data import/export, direct database integrations, and AI-assisted workflow automations
Early access to exclusive betas
Curated introductions between investors, lenders and investment bankers
The Tech:
SSO (Single Sign-On) with Microsoft Entra ID (Azure AD), SAML & Oauth
Expanded Integrations: Deep API integrations with CRM (Salesforce), ERP (NetSuite), and financial systems
White-Labeled Solutions: Custom branding and private instance hosting options and more...
Free
Best way to try our platform
Powerful suite of tools to maximize efficiency
For All:
Bios for all your contacts
Transaction Specific Messenger
Mass BCC Messenger Function
Automated tracking of transactions by stage
For Investors and Investment Bankers:
Lender-Filter-Tool™
Indication of Interest Comparison Tool
Basic Term Sheet Comparison Tool
Data Room with NDA Access Controls
AI Deal Drive™
AI powered CIM to Financing automation
The Tech:
SOC-2 ISO-27001 Compliant
Compatibility with Microsoft Suite
Secure Document Storage & Sharing
Professional
Best for teams
Everything in the Free Plan +
Comprehensive solutions for deal teams
For Investors and Investment Bankers:
AI workflow tools
AI Deal Drive™ uncapped usage
Collaborative workflows & access controls
Comparable database
Manager level reporting & dashboards
Centralize and standardize proprietary deal data
Pipeline management
Dedicated Account Manager: Priority support and onboarding for professional users
The Tech:
Custom API Access: RESTful API with webhooks for automated data sync across platforms
Enterprise
Best for complex organizational structures
Fully integrated options for firms wanting a customized solution
For All:
Customize Investment Committee Outputs
Custom Portfolio / Fund Level Dashboards
Advanced Term Sheet Comparison Tool
Advanced NDA Tool
Microsoft Teams Integration: Connect deal tracking and notifications to Microsoft Teams for real-time collaboration
Advanced Data Ingestion & Processing: Bulk data import/export, direct database integrations, and AI-assisted workflow automations
Early access to exclusive betas
Curated introductions between investors, lenders and investment bankers
The Tech:
SSO (Single Sign-On) with Microsoft Entra ID (Azure AD), SAML & Oauth
Expanded Integrations: Deep API integrations with CRM (Salesforce), ERP (NetSuite), and financial systems
White-Labeled Solutions: Custom branding and private instance hosting options and more...
Everything in the Professional Plan +
Free
Best way to try our platform
Powerful suite of tools to maximize efficiency
For All:
Bios for all your contacts
Transaction Specific Messenger
Mass BCC Messenger Function
Automated tracking of transactions by stage
For Investors and Investment Bankers:
Lender-Filter-Tool™
Indication of Interest Comparison Tool
Basic Term Sheet Comparison Tool
Data Room with NDA Access Controls
AI Deal Drive™
AI powered CIM to Financing automation
The Tech:
SOC-2 ISO-27001 Compliant
Compatibility with Microsoft Suite
Secure Document Storage & Sharing
Professional
Best for teams
Everything in the Free Plan +
Comprehensive solutions for deal teams
For Investors and Investment Bankers:
AI workflow tools
AI Deal Drive™ uncapped usage
Collaborative workflows & access controls
Comparable database
Manager level reporting & dashboards
Centralize and standardize proprietary deal data
Pipeline management
Dedicated Account Manager: Priority support and onboarding for professional users
The Tech:
Custom API Access: RESTful API with webhooks for automated data sync across platforms
Enterprise
Best for complex organizational structures
Fully integrated options for firms wanting a customized solution
For All:
Customize Investment Committee Outputs
Custom Portfolio / Fund Level Dashboards
Advanced Term Sheet Comparison Tool
Advanced NDA Tool
Microsoft Teams Integration: Connect deal tracking and notifications to Microsoft Teams for real-time collaboration
Advanced Data Ingestion & Processing: Bulk data import/export, direct database integrations, and AI-assisted workflow automations
Early access to exclusive betas
Curated introductions between investors, lenders and investment bankers
The Tech:
SSO (Single Sign-On) with Microsoft Entra ID (Azure AD), SAML & Oauth
Expanded Integrations: Deep API integrations with CRM (Salesforce), ERP (NetSuite), and financial systems
White-Labeled Solutions: Custom branding and private instance hosting options and more...
Everything in the Professional Plan +
White Glove Service
White Glove Service
White Glove Service
Concierge-Level Support, when you need us
Our platform is designed to intuitively be setup as you go along. Unless you have a specific need or complex organizational structure, there’s no need for a formal implementation process. It really is that simple.
FAQs
FAQs
FAQs
Who uses DealWorks and what is it used for? What is transaction execution software?
DealWorks’s transaction execution software is the command center for buyside deal teams managing the debt placement process. Powerful analytics and configurable reporting empowers teams to manage their lenders and modernize their workflows, while building a proprietary database. Our collaborative, automated infrastructure leads to the best execution. DealWorks ultimately reduces manual tasks and prioritizes value creation for professionals at all levels, from analysts through senior management.
Who uses DealWorks and what is it used for? What is transaction execution software?
DealWorks’s transaction execution software is the command center for buyside deal teams managing the debt placement process. Powerful analytics and configurable reporting empowers teams to manage their lenders and modernize their workflows, while building a proprietary database. Our collaborative, automated infrastructure leads to the best execution. DealWorks ultimately reduces manual tasks and prioritizes value creation for professionals at all levels, from analysts through senior management.
Who uses DealWorks and what is it used for? What is transaction execution software?
DealWorks’s transaction execution software is the command center for buyside deal teams managing the debt placement process. Powerful analytics and configurable reporting empowers teams to manage their lenders and modernize their workflows, while building a proprietary database. Our collaborative, automated infrastructure leads to the best execution. DealWorks ultimately reduces manual tasks and prioritizes value creation for professionals at all levels, from analysts through senior management.
Who uses DealWorks and what is it used for? What is transaction execution software?
DealWorks’s transaction execution software is the command center for buyside deal teams managing the debt placement process. Powerful analytics and configurable reporting empowers teams to manage their lenders and modernize their workflows, while building a proprietary database. Our collaborative, automated infrastructure leads to the best execution. DealWorks ultimately reduces manual tasks and prioritizes value creation for professionals at all levels, from analysts through senior management.
What is the minimum number of team members required to use DealWorks? Is there a required deal volume?
DealWorks is built to support firms of all sizes, but is optimal for collaborative deal teams. There is no minimum deal volume required, but firms typically benefit most when evaluating more deals, and utilizing all the tools on the platform.
What is the minimum number of team members required to use DealWorks? Is there a required deal volume?
DealWorks is built to support firms of all sizes, but is optimal for collaborative deal teams. There is no minimum deal volume required, but firms typically benefit most when evaluating more deals, and utilizing all the tools on the platform.
What is the minimum number of team members required to use DealWorks? Is there a required deal volume?
DealWorks is built to support firms of all sizes, but is optimal for collaborative deal teams. There is no minimum deal volume required, but firms typically benefit most when evaluating more deals, and utilizing all the tools on the platform.
What is the minimum number of team members required to use DealWorks? Is there a required deal volume?
DealWorks is built to support firms of all sizes, but is optimal for collaborative deal teams. There is no minimum deal volume required, but firms typically benefit most when evaluating more deals, and utilizing all the tools on the platform.
Is my data safe with your platform?
At DealWorks, security is paramount. We use encryption protocols to safeguard data transmission, regularly monitor for any vulnerabilities, and implement best practices around security protocols. We service highly regulated banks, Fortune 100 firms and some of the most active private investment firms who trust DealWorks with their proprietary data. Your company data is not used for training by any of the public large language model providers.We support both cloud hosted and on-premise deployments to support the varying needs of organizations.
Is my data safe with your platform?
At DealWorks, security is paramount. We use encryption protocols to safeguard data transmission, regularly monitor for any vulnerabilities, and implement best practices around security protocols. We service highly regulated banks, Fortune 100 firms and some of the most active private investment firms who trust DealWorks with their proprietary data. Your company data is not used for training by any of the public large language model providers.We support both cloud hosted and on-premise deployments to support the varying needs of organizations.
Is my data safe with your platform?
At DealWorks, security is paramount. We use encryption protocols to safeguard data transmission, regularly monitor for any vulnerabilities, and implement best practices around security protocols. We service highly regulated banks, Fortune 100 firms and some of the most active private investment firms who trust DealWorks with their proprietary data. Your company data is not used for training by any of the public large language model providers.We support both cloud hosted and on-premise deployments to support the varying needs of organizations.
Is my data safe with your platform?
At DealWorks, security is paramount. We use encryption protocols to safeguard data transmission, regularly monitor for any vulnerabilities, and implement best practices around security protocols. We service highly regulated banks, Fortune 100 firms and some of the most active private investment firms who trust DealWorks with their proprietary data. Your company data is not used for training by any of the public large language model providers.We support both cloud hosted and on-premise deployments to support the varying needs of organizations.
How long does it take to configure and implement DealWorks? Does DealWorks offer assistance?
DealWorks was designed to be intuitive and functional with minimal implementation required. For clients that would like to integrate specific historical data or that select our Enterprise Plan, we take a consultative approach to configure the platform and advise on deal management best practices based on your needs, goals and processes.
How long does it take to configure and implement DealWorks? Does DealWorks offer assistance?
DealWorks was designed to be intuitive and functional with minimal implementation required. For clients that would like to integrate specific historical data or that select our Enterprise Plan, we take a consultative approach to configure the platform and advise on deal management best practices based on your needs, goals and processes.
How long does it take to configure and implement DealWorks? Does DealWorks offer assistance?
DealWorks was designed to be intuitive and functional with minimal implementation required. For clients that would like to integrate specific historical data or that select our Enterprise Plan, we take a consultative approach to configure the platform and advise on deal management best practices based on your needs, goals and processes.
How long does it take to configure and implement DealWorks? Does DealWorks offer assistance?
DealWorks was designed to be intuitive and functional with minimal implementation required. For clients that would like to integrate specific historical data or that select our Enterprise Plan, we take a consultative approach to configure the platform and advise on deal management best practices based on your needs, goals and processes.