Built by advisors with $800M+ in deal experience
The all-in-one deal management platform that replaces your scattered tools with a single, white-labeled system — from first flyer to final close.
building flyers in PowerPoint
compiling weekly client updates
per deal on third-party data rooms
Sound familiar?
PowerPoint for flyers, Excel for tracking, email for updates, a separate VDR, and a CRM that never gets updated. Your deal data lives in 6 different places.
Every Monday you spend 2+ hours compiling client updates from memory and scattered notes. Half the data is stale before you hit send.
Which buyers actually opened the flyer? Who is stalling on the CA? You find out too late when they ghost — not when there is still time to act.
Everything you need
From first flyer to final close, Deal Engine automates every phase so you can focus on what matters — advising your clients.
Upload your existing flyer. AI maps the structure. Generate branded PDFs in 30 minutes — not 4 hours in PowerPoint.
Built-in VDR with per-buyer analytics, watermarking, and Q&A workflow. Replace your $15K third-party room.
Auto-compiled status reports from live deal data. AI drafts the commentary. You review and send.
Track every buyer from first contact to final bid. Engagement scoring surfaces who is serious and who is stalling.
Batch-send confidentiality agreements with e-signature. Automated follow-ups at day 3, 7, and 14.
Side-by-side bid comparison with AI risk flagging, weighted scoring, and executive summary generation.
Run 10+ simultaneous transactions without dropping balls. Every deal, every buyer, one view.
Your logo, your colours, your domain. Every document, portal, and email looks like it came from your firm.
How it works
Every deal follows the same proven workflow. Deal Engine automates each phase so your team can focus on advising, not administering.
Deal intake, buyer targeting, timeline
AI flyers, CA automation, outreach
IM builder, models, scheduling
VDR, analytics, Q&A workflow
Bid portal, analysis, approval
Your brand, everywhere
Every touchpoint looks like it came from your firm. Your logo, your colours, your domain. Clients never see our brand — only yours.
Meridian Capital
deals.meridiancap.com
Pricing
One flat annual fee. White-label it. Charge your clients per deal. Keep 100% of the upside.
14-day free trial on all plans. No credit card required.
For solo practitioners
$125/mo billed annually
For growing practices
$250/mo billed annually
For large advisory firms
Let's design the right plan
The math
Charge each client a $2,000–3,000 technology fee for their branded deal portal, weekly updates, and data room access. With 4–8 deals per year, that's $8,000–24,000 in platform revenue from a $3,000 investment.
Built by advisors, for advisors
$800M+
in transaction experience
Deal Engine isn't built by software developers guessing what advisors need. It's built from a proven deal execution playbook refined across hundreds of transactions. Every feature exists because a real deal required it.
5-phase
proven workflow digitised from real advisory practice
40%
reduction in deal execution time for the first tenant
Zero
AI outputs reach clients without human review
See it in action
Purpose-built workflows that replace scattered tools with one seamless platform.
Upload your existing flyer design. AI maps the structure into reusable section blocks. Edit content in a live web editor with AI-assisted prose — and generate a branded PDF in minutes, not hours.
Week ending 13 Dec 2026
Buyer Pipeline
AI Commentary
AI Draft — Review before sendingStrong engagement this week. Apex Energy accessed the data room 4 times and downloaded the reserve report and production history — consistent with serious technical evaluation. Sunda Shelf submitted three questions focused on abandonment liability, suggesting they are modelling acquisition economics.
Action needed: Pacific Basin has gone quiet since receiving the flyer — recommend a follow-up call before the CA reminder triggers on day 7. Northern Resources is unresponsive; consider removing from the active pipeline if no engagement by end of next week.
Every buyer interaction is already tracked. Every data room view is logged. The platform compiles it all into a branded status report with AI-drafted commentary — ready to review and send as a polished PDF in 15 minutes.
No more uploading files to Dropbox and hoping for the best. See exactly which buyers opened which documents, how long they spent on every page, and who's gone quiet — all from your phone.
Archer Bay Asset Sale
Live Activity
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