Deal tracking
Every deal carries its whole story
Licensing, divestiture, capital, partnering — each pipeline gets phases that match how that work actually moves. And everything that happens to a deal lives on the deal: the contacts, the email threads, the documents, the signatures, the next action.
Pipelines shaped like your business
- Phase-based boards per business line — a licensing pipeline doesn't move like a capital raise, and it shouldn't be tracked like one.
- Buy-side and sell-side variants so representation work and acquisition work each get the right stages.
- Probability, value, and expected close on every deal — rollups that make forecasting honest.
- Next actions with owners and dates, so nothing stalls silently.
Pipeline — Licensing · Outreach → Executed
Transdermal portfolio — Phase: Diligence72% · $2.4M
Royalty monetization — Phase: CDAe-sign out
ANDA divestiture — Phase: Outreachnext: intro call
attached CDA_CounterpartyA_2026-10-12.pdf → deal record
follow-up due tomorrow: send study budgets
CDA — generated, sent, signed
Drafted from master template40 sec
Sent for e-signaturebranded page
Executed & filed to the dealaudit trail
signed — timestamp, IP, and tamper-evident hash recorded
registry — executed copy added to the signatures archive
From handshake to signature without leaving the deal
- Documents generate from your templates — CDAs and agreements drafted with the counterparty's details already merged.
- Native e-signature built in: branded signing pages, completion certificates, a registry of every executed document.
- Email threads file themselves to the right deal, so the record is the source of truth — not someone's inbox.
- Saved views for the cuts you check daily: by phase, by owner, by business line, by close date.
Keep exploring