Deal Workflow
One continuous thread. From first look to close.
Screen inbound deals, route to the right team, track every decision. Not 15 disconnected spreadsheets — one pipeline.
Fifty active deals. Each one lives in a different folder — model here, OM there, notes in email, IC feedback in a slide deck. Your associate spends half their time not underwriting, but finding things.
How It Works
Define criteria. Surface what matters.
Geography, asset class, return thresholds, deal size, capital structure preferences. Apers screens inbound opportunities against your parameters and surfaces the deals worth a first look.
Every stage, every decision, visible
From initial screening through LOI, due diligence, IC approval, and closing. Every deal moves through your pipeline with full context — documents, models, notes, approvals. Nothing lost between stages.
Built for how institutional teams actually work
Assign deals to team members. Share models with tracked access. Leave notes tied to specific assumptions. Request approvals with one click. The workflow mirrors your org chart, not a generic project board.
What You Get
Full deal history
Every document, model version, note, and decision — attached to the deal, not scattered across email and shared drives.
Screening to IC in days, not weeks
Automated screening, instant model generation, document extraction on upload. The bottleneck moves from data prep to judgment.
Pipeline-level view
See every active deal, every stage, every team member's workload. No Monday morning surprises about where things stand.
Works With
Models generated automatically as deals move through your pipeline.
DOCUMENT INTELLIGENCEDocuments processed on upload — extraction and reconciliation happen before you open the deal.
INVESTMENT PLAYBOOKYour thesis criteria applied at screening — only qualifying deals enter the pipeline.
KNOWLEDGE ENGINEEvery deal that moves through your pipeline builds institutional memory.