Deal Syndication

Our platform provides the most complete and integrated deal management solution available. Built on a programmable cloud-based platform, our advanced CRM gives dealmakers an end-to-end solution for sourcing, managing, closing and integrating the most complex and sizable capital transactions.


  • Source, track, manage, report and close more deals, more efficiently across industry verticals with a single seamless deal platform
  • Each deal maker can manage due diligence, research and other deal activities from a single dashboard with mobile application integration
  • Workflow gadgets allow for more efficient supervisory
  • Automate, sequence, monitor and track all inbound and outbound email communication with our integrated marketing automation tools
  • Track deal processes from individual contacts within the CRM for more efficient deal management with our combined project manager tool
  • Advanced groups, tagging and search functionality allow for better investor, target and intermediary contact management within the system
CRM software for small business