Deal Relationship Management Platform

About us

Our mission is to empower businesses worldwide by revolutionizing the deal management process through our cutting-edge software. We are creating open markets and fostering a new era of efficiency, transparency, and growth for all deal stakeholders.

Our Philosophy

We do what we love

Our philosophy is rooted in the belief that by embracing innovation such as AI, cloud architecture, and rapid application development methodologies, we can transform the deal management landscape and empower businesses to achieve their full potential.

ABOUT US

Our mission is to leverage ai wherever possible and enablE an efficient and stress-free deal workflow from start to close.

We harness the power of AI and leverage its capabilities wherever possible to transform the deal management landscape. We believe that time is the most valuable asset in the world of finance, and we are dedicated to saving financial companies precious time by streamlining and automating the deal workflow from start to close.

Through our innovative solutions, we aim to eliminate the inefficiencies, complexities, and stress that often accompany deal management. By providing an efficient and stress-free experience, we empower financial professionals to focus their energy on driving growth, making strategic decisions, and delivering exceptional value to their clients.

With our cutting-edge technology and commitment to excellence, we are revolutionizing the way deals are managed, unlocking new levels of efficiency and enabling financial companies to thrive in today's fast-paced business environment.

Over 40 years of building award winning saas solutions

Our team

Adam Frederick
CEO | founder
Jon Burlinson
CIO & CPO | founder
Chris benjamin
CTO | founder

Build your marketplace today!

just One of our customer's stats.

3K+

Users

2K+

Companies

$3.5B

Deal-flow

1K+

deals