Deal Management · FinBursa 360
Deal management from originationthrough execution.
Manage origination, intake, diligence, workflows, tasks, approvals and execution in one configurable FinBursa 360 environment. ALF analyses documents, flags potential issues and supports investment assessment and IC preparation.
Deal engine
A structured process from origination through execution.
Deal Management connects sourcing, diligence, execution and decision-making in one structured workspace, with relationships, documents, tasks, approvals and activity retained against the deal record.
Deal submission
Structured deal sourcing.
Opportunities enter through structured intake workflows and land directly in the deal pipeline with submissions, documents and relevant counterparties connected from the outset.
Deal intake & submission
Provide deal sources and counterparties with a structured submission workflow for opportunity information and supporting documents. Submissions feed directly into the relevant deal record and pipeline stage.
Shared deal rooms
Every deal has its own room: documents, tasks, comments, and your team in one shared space. Internal and external stakeholders, each with permissioned access.
Execution & governance
Diligence, execution and governance.
Coordinate diligence and execution through configurable workflows, tasks, internal collaboration, pipeline visibility and a complete audit trail. Workstreams, responsibilities and findings remain connected to the deal record.
Due diligence coordination
Coordinate financial, commercial, legal and operational diligence within the deal workflow. Assign workstreams and tasks, track outstanding items and keep findings connected to the relevant documents and deal record.
Configurable workflows
Define your stages, assign tasks, set deadlines, and build the approval flows that govern how deals move forward.
Collaborate internally
A private layer for your team: candid notes and discussion that never reach counterparties. Form a view before the deal goes forward.
Pipeline dashboard
Every active deal across stages, asset classes, and workload in one real-time view. Spot where attention is needed, instantly.
Audit trail
A complete, automatic record of how every deal progressed, from first submission to final decision. Built for regulated firms.
Due diligence coordination1 / 5
AI Analysts
AI analysis across every deal.
As the team coordinates diligence through Deal Management, ALF supports the analytical work by reviewing documents, flagging inconsistencies, surfacing relevant market context and preparing draft assessment materials for review.
Skills, your playbook
As many skills as your firm needs. Each one runs your playbook. Configure a skill for any function: screening, due diligence, risk analysis, recommendations, or document and presentation generation. Each skill follows your methodology and produces outputs in your structure, format, and branding. Then instruct your Agents to run according to your skills.
Document analysis
Pitch decks. Financial models. Due diligence files. Analysed. Upload a document and ALF extracts what matters: financial metrics, key terms, risks and strengths. No manual reading required before the first team meeting.
Inconsistency detection
Numbers that don't add up get flagged. ALF cross-references figures across every document in the deal. Discrepancies between the CIM, the financial model and legal documents are flagged before they reach the committee.
Market benchmarking
Market benchmarking. Without leaving the platform. ALF surfaces relevant market comparables, sector multiples and comparable transactions, so every deal is evaluated against relevant benchmarks.
CRM context
Your CRM is connected. Context comes with every deal. ALF surfaces existing relationships, prior interactions and mandate fit. No switching tabs. No searching through notes.
Assessment memo
IC memo. Drafted. Ready to review. ALF assembles an initial assessment memo from the documents, notes, risk flags and benchmarks in the deal room. Your team refines it rather than writing it from scratch.
Surface insights
Your pipeline, researched daily. Daily research across your active deals and full pipeline. Patterns, risks, stalls, and opportunities, surfaced automatically, so your team always knows what's moving and where to look.
One suite
Deal Management is the operational centre.
Every deal carries the relationships, documents and context from the rest of FinBursa 360. The same data connects Investment CRM, Fundraising, VDR, Listing and ALF around the transaction.
Investment CRM
Contacts, investors, issuers, and companies, all linked to deal activity. Relationship history always in view.
Relationship context
Fundraising
Run capital raise campaigns from the same workspace. Investor collaboration and tracking alongside your deal pipeline.
Campaign management
VDR
Store and share sensitive documents with full access control. Granular permissions, built-in NDA signing, and a complete audit trail.
Secure document sharing
ALF
Deal-aware agentic AI working across documents, relationship context and transaction activity.
Platform-wide intelligence
Listing
Publish selected opportunities or secondary positions and extend them into the FinBursa Access network, while sourced opportunities can flow into Deal Management.
Deal sourcing · Secondary listings
See it runon your deals.
- Branded to your firm, configurable to your workflow, no developers needed
- Built-in VDR with NDA workflow and full permission control
- AI that works as part of your deal team, from intake to IC
- IC report generation directly from the deal record
- Connected to Investment CRM, Fundraising, VDR, Listing and ALF