For sell-side M&A advisors
DealDocket runs your outreach from teaser to LOI — tracked sends from your own inbox, replies triaged automatically, every buyer's status on one screen, and the weekly client report generated from the record instead of rebuilt in Excel.
Early access — we onboard each firm personally.
Needs review
Reply · classified “interested”
Harbor Capital Partners
“This looks interesting — could you send over the NDA?”
Teasers and follow-ups send from your mailbox and domain — never from ours. Opens and clicks tracked per recipient.
Incoming buyer replies are matched to the right deal and classified — interested, pass, or needs a look. Nothing changes state without your confirmation.
Every buyer's position from first contact to LOI, backed by an append-only event log. Ask “as of last Friday” and get the true answer.
Weekly buyer activity reports in xlsx and PDF, branded, with week-over-week movement — from the record, not from memory.
Import your firm's buyer list once — it's reused across every mandate. Assign buyers to a deal and tier them.
Send tracked teasers and drip follow-ups from your own inbox. Drips stop the moment anyone replies. Confirm proposed status changes with one click.
Generate the weekly client report in seconds. Named or anonymized buyers, frozen snapshots, xlsx and PDF.
Client identities live behind code names everywhere a report can travel. State changes are attributable and append-only. A CIM cannot reach a buyer without an executed NDA — enforced in the database, not just the interface. Mailbox access is scoped to deal-related threads only; the rest of your inbox is invisible to us by construction.
We're onboarding a small group of early-access firms. Tell us about your practice and we'll set you up personally.
Request early access