AI DealOps for private capital

Run private-capital outreach like an investment bank.

Investor and buyer tracking, NDA status, teaser follow-up and client-ready reporting for boutique deal teams.

Built for confidential deal workflows.
NordGrid Analytics · PipelineWeek 24
Contacted284
Interested41
NDA signed14
Meridian CapitalNDA Signed
Cedar Grove HoldingsMgmt Meeting
Halford & Co.Interested
Stonehaven EquityTeaser Sent
The problem

Private-capital outreach is still run across Excel, Gmail, DocuSign and PDFs.

Process is everything in M&A and fundraising - yet most boutique teams stitch it together by hand. DealLaunch AI replaces the patchwork with a single, disciplined system of record.

Today - scattered
Excel target lists
Gmail threads
DocuSign NDAs
PDF teasers
Manual status trackers
With DealLaunch - one system
One investor & buyer pipeline
AI-drafted, personalized outreach
NDA status tracking
Teaser follow-up tracking
Client-ready weekly reports
The workflow

From target list to signed NDA - one disciplined pipeline.

01
Target list
Build and segment your investor and buyer universe.
02
Personalized outreach
AI drafts tailored notes in your voice - you approve.
03
NDA status tracking
Track NDA progress and next steps.
04
Teaser follow-up
Sequenced reminders so nothing goes cold.
05
Weekly report
Client-ready status for every mandate, on time.
Who it's for

Built for boutique deal teams.

Boutique M&A advisors
Run sell-side and buy-side outreach with bank-grade process.
Fundraising advisors
Manage investor outreach across multiple raises.
Independent sponsors
Source and track capital partners deal by deal.
Search funds
Qualify and pursue acquisition targets methodically.
Fractional CFOs
Run a disciplined raise process on behalf of clients.
Venture studios
Coordinate fundraising support across portfolio founders.
The product

A client-ready system of record.

Every contact, NDA and follow-up in one place - with reporting your clients can read.

app.deallaunch.ai / deals / nordgrid-analytics
Active deals
6
Interested
41+6 wk
NDA signed
14+3 wk
Meetings
9+2 wk
Investor / BuyerTypeStageLast touch
Meridian Capital PartnersPE · GrowthNDA Signed2d ago
Cedar Grove HoldingsFamily officeMgmt Meeting1d ago
Halford & Co.StrategicInterested4d ago
Stonehaven EquityPE · BuyoutTeaser Sent3d ago
The weekly report

The weekly client update writes itself.

DealLaunch turns your live pipeline into a board-ready process update - executive summary, funnel metrics, NDA and meeting status, passes and reasons, and recommended next actions. Copy it into an email or export it as a branded PDF in one click.

  • Executive summary in banker's language
  • Funnel metrics and reply rate
  • Positive responses, NDA and meeting status
  • Passes, reasons and recommended next actions
Strictly private & confidentialPDF · Email-ready
Project NordGrid - Weekly Process Update
Capital raise · NordGrid Analytics · Europe · Week ending 14 Jun 2026
Executive summary

The process is progressing: 7 engaged counterparties, 3 NDAs executed and 2 management meetings booked. 31 of 85 targets approached to date, with a 39% reply rate.

Funnel metrics
31
Approached
12
Replied
7
Interested
3
NDA signed
2
Meetings booked
6
Passed
Recommended next actions
  • - Chase outstanding NDA signatures: Cedar Grove, Halford & Co.
  • - Confirm management meeting dates with Meridian Capital.
  • - Begin outreach to 54 remaining target investors.
Pricing

Pricing designed for boutique deal teams.

Professional private-capital outreach software for less than one analyst hour per month.

Professional

€149/month

For solo advisors, independent sponsors, search funds and fundraising consultants.

  • 3 active deals
  • 1,000 contacts
  • AI-assisted outreach drafts
  • NDA / teaser tracking
  • Weekly report generator
  • Branded reports
  • Priority support
Request access
Boutique

€399/month

For small advisory firms and private-capital teams.

  • 10 active deals
  • 5 users
  • Shared templates
  • Team dashboard
  • Client-ready reporting
  • Advanced tracking
Request access
Enterprise

Contact us

For larger advisory firms and multi-team mandates with custom needs.

  • Unlimited deals
  • Custom user seats
  • SSO & advanced controls
  • Dedicated onboarding
  • Custom reporting
  • Priority SLA
Contact us

Promotional access codes may be available for selected early users.

FAQ

Questions deal teams ask.

Is DealLaunch AI a placement agent or broker?

No. DealLaunch AI is workflow software. It does not provide investment advice, investor matching, brokerage, placement agency, or regulated financial services. You run your own process; we give you the system of record to run it well.

Does it send emails for me?

It drafts lightly personalized outreach per contact and tracks what you've sent. Direct sending through Microsoft 365 / Google Workspace is a planned integration; today you copy approved drafts into your mail client and mark them sent.

Where does my data live?

In this preview the workspace runs on local mock data in your browser. With Supabase configured, each user's deals, contacts and documents are isolated behind row-level security - confidential by design.

Who is it built for?

Boutique M&A advisors, fundraising advisors, independent sponsors, search funds, PE/VC scouts, and founders running their own capital raise or sale process.

What's the difference between Professional and Boutique?

Professional suits a solo advisor or independent sponsor running a few mandates - 3 active deals and 1,000 contacts. Boutique adds team features for small firms: 10 active deals, up to 5 users, shared templates and a team dashboard.

Can I cancel?

Yes. Monthly plans are month-to-month with no lock-in; the Professional and Boutique plans can be cancelled at any time.