Deal pipeline software for pharmaceutical BD

Run the whole deal, in one place.

From the first outreach email to the signed agreement — pipeline, conversations, CDAs, data rooms, e-signature, and revenue forecasting, built for the way pharma business development actually works.

The platform

Everything between “never heard of them” and “fully executed”

Deal tracking

Phase-based pipelines tuned to licensing, divestiture, and partnering work — with contacts, documents, e-signature, and every email thread attached to the deal they belong to.

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Secure data rooms

Spin up a diligence room from your templates in minutes. Per-guest links, email verification, terms gates, and a full audit trail of who opened what, when.

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Documents & knowledge

Document storage wired into the CRM — signed agreements file themselves to the right deal, a registry tracks every signature, and a built-in wiki keeps the team's know-how.

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Email marketing

Segmented campaigns with drip pacing, send windows, reply and bounce tracking, one-click unsubscribe compliance — and deliverability hygiene built in.

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Financial modeling

Product-level license and royalty forecasting with interactive scenarios, batch mode across a portfolio, and board-ready PDF output.

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An AI teammate

Copy the platform's agent on any email and it files notes, drafts replies, builds decks, and updates the pipeline — with every change suggested, never silent.

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The workflow

One thread from first touch to signature

  1. TargetBuild the list from your market data and enrichment
  2. Reach outCampaigns with tracked replies, not blind blasts
  3. EngageConversations triaged into the pipeline automatically
  4. ProtectCDA generated, e-signed, and filed in minutes
  5. ShareData room opened with audit-logged access
  6. CloseAgreement executed, revenue forecast live

Security & architecture

Your instance. Your tenant. Your data.

Single-tenant by design

Every customer runs an isolated instance — separate database, separate deployment. No shared tables, no cross-customer aggregation, ever.

Lives in your Microsoft 365

Email, calendar, and document filing run through your own Microsoft 365 tenant with one admin consent. Your mail never routes through anyone else's infrastructure.

Access that matches your org

Role-based permissions with row-level enforcement in the database — financial data gated to the people who should see it, guests confined to their rooms.

See it live

Request a demo

A 30-minute walkthrough on a live instance with realistic data. No slideware.