The front is the deal everyone sees. Flip it, and there's the proof underneath — readiness, verification, commitments, and a live audit trail. Nothing moves forward on a claim.
↻ Hover the card to see the proof
A full transaction workspace with intelligence built in — not bolted on.
Rooms, documents, tasks, approvals, verification, Q&A, and an audit trail — no more scattered emails, drives, and chats.
It summarizes documents, detects gaps, flags risks, drafts memos, and recommends the next action — in context, not a separate tool.
Eligibility, completeness, documentation readiness, and risk flags — scored and surfaced before a transaction moves forward.
The more transactions your team runs, the better the checks, scoring, and templates get — DealDrum learns your workflow.
One workspace takes a transaction from first document to final decision — with everyone, every file, and every approval in one place.
From the firm packaging the deal to the institution funding it — everyone works in one controlled room.
Manage documents, invite counterparties, track diligence, and present opportunities without living in your inbox.
Receive structured submissions, pre-screen applicants, manage credit workflows, and monitor facility decisions.
Prepare raises, financing, joint ventures, grants, and partnerships with the documents and structure funders expect.
People, documents, tasks, approvals, verification, and an audit trail — one secure room. Scroll through a live one.
Each template builds the right stages, documents, roles, tasks, and approvals. Pick one to see what it sets up.
An investor-ready room with the checklist, cap table, and data room funders expect — and commitment tracking through close.
Move credit, invoice discounting, and working capital from intake to disbursement — with pre-screening and conditions precedent built in.
Structure landowner-developer JVs and contractor-investor partnerships — contributions, negotiation, and closing conditions in one place.
A controlled data room when you don't need a full workflow — diligence repositories, board packs, and investor rooms with tracked access.
Run grant applications and donor due diligence — eligibility screening, disbursement, and reporting, with a full audit trail for funders.
A custom transaction workflow that doesn't fit a category yet — assemble your own stages, roles, and checklist from scratch.
A natively integrated AI agent and rules-based checks turn documents, tasks, participants, and approvals into structured transaction intelligence — that improves with every room.
Summarize documents, detect gaps, flag risks, draft memos, and recommend the next action — in the room, not a separate tool.
Eligibility, completeness, documentation readiness, and risk flags — visible before a transaction enters the pipeline.
The more rooms you run, the sharper the checks, scoring, and templates become for your team.
No public browsing, no "invest now" button, no uncontrolled access. Owners opt in and stay in control of every request.
Sector, ticket size, structure, and geography a capital provider will fund.
The transaction owner makes one deal eligible for private matching — nothing is automatic.
Only the non-sensitive shape of the opportunity is shared — never the full room.
Each provider sees only the opportunities that fit their mandate.
Interested providers ask to enter — the owner approves or declines each one.
Approved providers enter with scoped, permissioned access only — nothing leaves the room without approval.
Qualified leads for providers. Full control for owners.
High-trust environments where access, confidentiality, and auditability are not optional.
Every participant sees only what their role allows — view, upload, comment, or approve.
Grant or revoke access to a single document, not the entire workspace.
Transaction memory lives in the room — not in one person's inbox.
Workspace-based access with controlled external activation per transaction.
Create a secure room, choose a template, invite participants, and see what is missing, risky, or ready.