Deal Calculator
Show your client the structure, not just the price.
Work the price, the debt and the terms on their deal. When it’s right, send them a fixed snapshot as a PDF with your firm’s name on it.
Firms are onboarded personally. There’s no signup form.
01 — What you can do
Deal Calculator
Their calculator, in your hands
The same calculator your client uses, with every lever and the same money-flow report.
Explore in a working draft
Each advisor gets a draft per deal, and it saves as you go. Your client never sees a draft.
Say why
Add a short note to your client explaining the structure.
Share a snapshot
Your client gets an email with a PDF under your firm’s name, a notification, and a card on their deal.
Open it from anywhere
From the deal room, or from any shared row in your pipeline.
02 — What your client sees
A PDF they can keep, and a card on their deal.
The snapshot arrives by email as a PDF with your firm’s name on it. It also sits on their deal’s overview, so it’s there when they come back.
03 — Where the line is
What stays your client’s.
The calculator opens only on deals your client has shared.
A shared snapshot can’t be edited. Send a new one instead.
The LOI stays your client’s. The calculator never drafts it for them.
Keep reading
The shared deal room
Their documents, the extracted figures and the same verified report. Edit the worksheet, add to the checklist.
Sponsored client seats
Cover a client’s seat from your invite. They get the full product and keep their account.
Off-market deal matching
Import your firm’s own deals. See which clients fit, ranked by match. Offer one exclusively, or to several.
See it with your own book.
Tell us how many advisors and active buyer clients you have. We’ll show you the portal and tell you honestly whether it fits.
Talk to us about your firm