Deal Management · FinBursa 360
Run deals from originationthrough execution
Manage sourcing, screening, due diligence and execution through configurable deal workflows, with documents, tasks, approvals, collaboration and ALF connected to each deal.
Deal Management
Manage each deal through a structured workflow
Capture opportunities, coordinate due diligence and execution, and apply intelligence across the same deal context from origination through close.
Deal Origination
Bring every opportunity into a structured pipeline
Capture opportunities through configurable intake workflows, with key deal information, documents and counterparties connected to the relevant deal record from the start.
Deal Intake & Submission
Provide deal sources and counterparties with a structured submission workflow for opportunity information and supporting documents, with submissions feeding directly into the relevant deal record.
Configurable Deal Forms
Create custom forms for different opportunity and deal types, defining the information, documents and requirements your team needs at each stage of the process.
Diligence & Execution
Coordinate due diligence and execution in one workflow
Manage workstreams, tasks, approvals, collaboration and deal progression within one configurable workflow, with documents, responsibilities and activity connected to the deal record.
Due Diligence Coordination
Coordinate financial, commercial, legal and operational due diligence through structured workstreams, assigning responsibilities, tracking outstanding items and keeping findings connected to the relevant deal and documents.
Configurable Workflows
Configure stages, owners, tasks, deadlines, approval requirements and progression rules around the way your firm executes different types of deals.
Deal Collaboration
Coordinate deal teams, advisers, counterparties and other stakeholders around responsibilities, approvals, deadlines and activity, with connected data-room access where required.
Pipeline & Oversight
Monitor active deals across stages, owners, priorities, deal types and workload, with pipeline-level visibility into progression and areas requiring attention.
Audit Trail
Maintain a timestamped record of deal activity, stage changes, approvals, access changes and other recorded actions throughout the deal process.
Due Diligence Coordination1 / 5
Deal Intelligence
AI analysis across every deal
ALF works from deal information, documents, relationship context, communications and connected workflows to support research, analysis, due diligence and execution using your firm’s guidelines, skills and playbooks.
Deal Skills
Configure AI skills around your firm’s screening criteria, due diligence methodology, transaction frameworks and output requirements. Skills can support research, analysis, financial work, recommendations, IC preparation, presentations and other repeatable deal workflows using your firm’s preferred structure and methodology.
Document & Diligence Analysis
Analyze pitch decks, CIMs, financial models, legal agreements and due diligence materials to extract relevant information, identify potential inconsistencies, highlight missing information and surface areas requiring further review.
Market & Deal Intelligence
Research relevant markets, companies, comparable transactions, sector metrics and other benchmarks, while surfacing developments that may affect the deal or require attention.
Relationship & Communication Context
ALF works from the relationship and communication context connected to the deal, including contacts, Outlook emails, calendar events, meeting notes and deal-room activity, to answer questions, surface commitments and follow-ups, and support execution.
Financial Modeling
Provide your methodology or an existing template and ALF can use the information available across the deal to build or populate the model, apply your structure and assumptions, and prepare it for review.
Drafting & Outputs
Prepare IC memos, one-pagers, due diligence summaries, presentations and other deal materials using the available deal context and your firm’s templates and playbooks.
FinBursa 360
Deal context across every front-office workflow
The same deal record connects relationships, documents, fundraising, distribution and ALF across FinBursa 360, keeping relevant context available throughout execution.
Investment CRM
Connect each deal to the relevant contacts, companies and relationship activity, keeping communication history and network context available throughout execution.
Relationship context
Fundraising
Connect relevant deals to fundraising, syndication and asset-sale campaigns, with investor and buyer activity managed through the corresponding workflow.
Campaign management
Virtual Data Room
Connect controlled data rooms to deals for document sharing, due diligence, collaboration and participant access.
Secure document sharing
ALF
Apply deal intelligence across documents, relationships, communications, activity and workflow context using the information available to each user.
Platform-wide intelligence
Listing & Distribution
Share selected opportunities with targeted audiences and list selected opportunities in FinBursa Access, while relevant opportunities discovered through Access can move into Deal Management for review and execution.
Deal sourcing · Secondary listings
Latest Insights & Publications.
Explore all articlesRun every deal through one connected workflow
- Configurable deal forms, stages, tasks and approval workflows
- Structured due diligence and collaboration connected to each deal
- Pipeline visibility and audit trails across execution
- ALF-powered research, analysis, financial modeling and deal-specific outputs
- Connected to Investment CRM, VDR, Fundraising, Listing & Distribution and ALF