DealTriage connects to your Outlook and transforms email chaos into a structured deal management platform. Track buyers, monitor engagement, and never let a deal slip through the cracks.
| Buyer | Engagement | Status | Pending Action | Progress |
|---|---|---|---|---|
| Apex Partners | ⚡ Warm | Bid Received | Review bid | |
| Meridian Capital | ❄ Cold | In Diligence | 2 DD questions | |
| Ironwood Group | ⚡ Warm | Awaiting NDA | Send reminder |
M&A professionals juggle dozens of buyer relationships across multiple live deals. Critical emails get buried, follow-ups slip, and deal status lives in someone's head instead of a system.
Buyer communications, internal discussions, and client emails all land in the same inbox. Sorting them manually wastes hours every week and things still fall through the cracks.
Tracking buyer progress in Excel means constant manual updates. By the time the tracker is current, the information is already stale. Nobody trusts the data.
Partners have no visibility into who is stretched thin across deals. Staffing decisions are based on gut feel, not data. Junior team members burn out silently.
DealTriage connects to your Outlook in one click. From there, every email is automatically classified, organized, and surfaced in a purpose-built deal management platform.
Every deal gets a single source of truth. See total buyers, engagement levels, pending actions, and pipeline progress at a glance. No more asking around for status updates.
DealTriage automatically separates buyer emails from internal team chatter and client communications, so everything shows up in the right place. Deadlines, tasks, and decisions are extracted and surfaced as priority items.
Track every buyer's journey from outreach to close. See engagement levels, current deal stage, pending actions, and full communication history in one view. Never lose track of a buyer again.
Give senior partners and staffers real-time visibility into team capacity across all active deals. Workload scores quantify who is available and who is at capacity, turning staffing from guesswork into a data-driven decision.
DealTriage was designed from day one with M&A compliance requirements in mind. Team members only see the deals they are authorized to work on. Your data is protected by enterprise-grade infrastructure.
Role-based access ensures team members only see deals they are staffed on. Chinese wall compliance built into the architecture.
Data is encrypted at rest and in transit. Sensitive information in memory is also safeguarded with strict IAM controls.
Real-time metrics, alerts, and audit trails powered by AWS CloudWatch and CloudTrail. Advanced DDoS protection via AWS Shield.
Your deal data is protected by the same cloud infrastructure trusted by the world's leading financial institutions.
DealTriage was born from firsthand experience in the M&A trenches. We lived the email chaos, the spreadsheet trackers, the missed follow-ups. So we built the tool we always wished existed.
7 years in investment banking spanning equity research and M&A advisory. Built DealTriage to solve the email management problem he experienced firsthand running live deal processes.
Book a 20-minute demo to see how DealTriage can transform your deal management workflow. Connect your Outlook and start organizing your deals in minutes.