Deal Management Simplified
DealTracker keeps all your projects organized in centralized location, making them easy to monitor and manage at every stage of the deal.
- View all your deals in an intuitive dashboard, and quickly jump to each deal’s page for specific details. Stop creating and sharing spreadsheets to keep track of everything.
- Add new deals to the pipeline with a single click, then organize deals according to their current stage.
- Create custom stages as your deals advance through the pipeline. Quickly locate information such as financials, market data, and personnel.
- Notification updates and other customizable alerts keep colleagues and your entire deal team up to date with minimal effort.
Protect every piece of data tied to your deal
- Access to DealTracker pipelines is restricted to you and your team, so your deals always stay private.
- Documents and notes are stored securely on SSAE16 Type I and ISO 27001 certified servers.
- CapLinked doesn’t rely on outdated or insecure technologies like Java to protect your sensitive documents.