For sell-side M&A and capital raise advisors
DealDocket turns sends, replies, passes, advances, and follow-ups into a dated record of every buyer or investor. The pipeline stays current during the week, and the client log is produced directly from it.
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 go directly through your email account and your firm’s domain — not a DealDocket sending address. Opens and clicks are recorded by recipient, and sequences stop when a counterparty replies, advances, or passes.
DealDocket matches inbound replies to the correct mandate and classifies them as interested, pass, or needs review. Every proposed update waits in a review queue. No buyer or investor moves without human confirmation.
Every stage change is appended to the history with a timestamp and attribution. See the process today, reconstruct it as of last Friday, or review exactly how a buyer moved from teaser to LOI — or an investor from teaser to term sheet.
Generate branded xlsx and PDF activity reports in seconds, including week-over-week movement. Name counterparties or use stable anonymized labels, and freeze each report so a later download always matches what the client received.
Import a buyer or investor list by CSV, map the columns, and resolve duplicates against contacts already used on prior mandates.
Send outreach from your own inbox. DealDocket records engagement, matches replies, queues proposed updates for review, and maintains the full history of every counterparty.
Choose the reporting date, name visibility, and format. DealDocket produces a branded activity log from the frozen process record — without a manual Excel roll-forward.
Client identity stays behind the deal code name in every export. Internal notes are excluded from client-facing reports. CIM and CIP access is blocked at the database level until an executed NDA has been recorded.
Every change is timestamped and attributable, and mailbox access is limited to deal-related threads. The rest of the advisor's inbox is outside DealDocket's scope.
We are onboarding a small number of middle-market advisory firms for early access.
Bring an active or upcoming mandate — a sale or a raise. We will onboard your firm personally, help load the outreach universe, and stay close through the first process. You will see DealDocket against the workflow you already use — not a generic software demo built around a fictional deal.
Early-access firms are personally onboarded. Built for boutique teams running sell-side and capital raise mandates.