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

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.

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.

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.

Join the other top-tier institutional investors executing their deals on DealWorks.

Join the other top-tier institutional investors executing their deals on DealWorks.

Join the other top-tier institutional investors executing their deals on DealWorks.