A personal invitation

Let’s shape the future of dealmaking.

Find the right people for your deal—and see how your opportunity moves through the network.

Two ways Deal Collab helps you move deals forward

Find the right match.
And keep your deal moving.

Sometimes the right counterparty is already in the network. Sometimes the opportunity needs to travel further. Deal Collab helps with both.

01 · MATCHMAKING

Add your deal once.
Let the search continue.

Instead of leaving proposals scattered across your desktop, Drive or WhatsApp, add your deal or requirement to Deal Collab. Its matchmaking intelligence keeps searching the available network for potential counterparties—even when you’re away.

✓Keep your deals in one place. Add your deal or requirement to Deal Collab instead of hunting through files and chat messages later.
✓Keep searching after you submit. Once your deal is added, Deal Collab continues looking across available network intelligence for relevant potential counterparties.
✓Reach beyond your own contacts. Discover potential buyers, sellers, investors or businesses you may not already know.
✓Get notified when there’s a fit. Receive an immediate notification when someone joins the network with a proposal or requirement that aligns with yours.

Potential matches depend on the information available in the network. Notifications should be enabled and connected to live network activity.

Matchmaking intelligence● Continuous search

YOUR SUBMITTED REQUIREMENT

Industrial components business

Potential buyersStrategic acquirersRelevant sectors

Search stays activeLooking for relevant network matches

And if the right match hasn’t appeared yet?

If you can’t find the right party today, your deal can still move tomorrow.

When you still want to share the opportunity through your own network, send it using a Deal Collab encrypted card. Instead of losing sight of your deal after forwarding it, you can see the recorded path it takes through the Deal Collab journey—and keep questions about the opportunity in one dedicated chat thread.

02 · DEAL JOURNEY

Forward your deal.
See where it goes.

Share your opportunity through an encrypted Deal Collab card. When someone forwards it to another person through the tracked Deal Collab flow, you—as the originator—can see who passed it on and who received it. You’re not limited to seeing only your first contact.

✓See who passed it to whom. Follow the recorded trail from one person to the next—not just the first person you shared it with.
✓Avoid deal duplication. Where activity data shows possible overlap, spot signs that another banker may be working on the same deal in parallel and check before duplicating effort.
✓Keep deal questions in one place. Use a dedicated chat thread linked to the card so mediators and prospects can ask questions and get clarifications without repeated messages passing through several people.
✓Help the deal move faster. Keep the relevant context and answers connected to the deal card, reducing repeated explanations and avoidable “through-through” delays.

The forwarding trail shows recorded activity within the supported Deal Collab flow, not sharing outside it. Only describe the chat as anonymous if the live product genuinely keeps participants anonymous to one another.

Encrypted deal card · forwarding trail● Originator view

Illustrative example of how an opportunity moves from one person to the next.

Aditya ShahInvestment Advisoraditya.shah@example.com

You shared

↓ Aditya forwards to ↓

Neha KulkarniM&A Consultantneha.kulkarni@example.com

Receives card

↓ Neha forwards to ↓

Rahul MehtaCorporate Financerahul.mehta@example.com

Receives card

Deal card discussionQuery thread

Could you clarify the revenue mix?

Clarification added to this deal thread.

Your invitation