DealGlass provides a cloud‑native data room that automatically indexes and organizes deal documents, offering configurable diligence checklists and immutable audit logs. The platform secures files with AES‑256 encryption, role‑based access, and integrates deep‑search and a spreadsheet agent for in‑room financial model updates, accessible via web UI and APIs for investment banks, private equity and corporate finance teams.
Funding
Funding not disclosed
Founders
Product
Problem
M&A and credit teams often juggle heterogeneous documents—CIMs, financial models, cap tables, legal agreements—across multiple platforms, leading to version‑control errors, insecure sharing, and time‑consuming manual organization during diligence.
Solution
DealGlass delivers a cloud‑native dataroom that automatically indexes and arranges uploaded files in a self‑organizing grid, eliminating manual folder management. The platform embeds customizable diligence checklists and audit‑ready verification logs, providing a complete, immutable activity trail for every document view, edit, and download. End‑to‑end AES‑256 encryption and granular role‑based permissions protect sensitive data while meeting compliance standards. Integrated deep‑search leverages proprietary data feeds to surface relevant market research and background information without leaving the workspace. An optional spreadsheet agent, Tetra, parses and updates financial models directly within the dataroom, accelerating model reconciliation. All functionality is accessible via a web dashboard and can be embedded into existing workflow tools through RESTful APIs, enabling seamless collaboration across internal and external stakeholders.
Target Audience
Primary users are investment banks, private equity firms, and corporate finance teams that require secure, traceable document workflows for deal sourcing, due diligence, and credit underwriting.
Features
- Unlimited‑size dataroom with drag‑and‑drop cloud upload supporting all common file formats (PDF, XLSX, DOCX, etc.)
- Self‑organizing grid view that auto‑categorizes files based on metadata and user‑defined tags
- Configurable diligence checklists with real‑time status tracking and automated completion flags
- Immutable audit log capturing version history, user actions, and timestamped access records
- AES‑256 encryption at rest and in transit, coupled with role‑based access control and single‑sign‑on integration
- DeepSearch engine powered by proprietary data feeds for instant market positioning and background checks
- Tetra spreadsheet agent that reads, validates, and updates financial models directly within the platform
- RESTful API and webhooks for integration with CRM, VDR, and document‑management ecosystems