AI DealOps for private capital

Run private-capital outreach like an investment bank.

Send personalised outreach from your own mailbox, and let the pipeline keep itself current: replies are captured automatically, your teaser and CIM go out as watermarked links so you can see who is actually reading them, and every week the client update writes itself.

Every new account is reviewed personally - trial access is granted on approval, no card required. Built for confidential deal workflows.
NordGrid Analytics · PipelineWeek 24
Contacted31
Interested7
NDA signed3
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 CRM across every project
One-click mailbox connect (Microsoft 365)
AI-drafted outreach by stage - you approve & send
NDA, teaser & CIM tracking
Board-ready weekly client reports
The workflow

From target list to signed NDA - one disciplined pipeline.

01
Set up the mandate
Capital raise, sell-side or buy-side - each with its own stages, target universe and playbook.
02
Build the universe
One investor and buyer directory across every project, with AI research to extend it and email formats inferred per firm.
03
Send from your mailbox
Connect in a guided step - we detect your provider's settings and check your domain is set up to deliver. AI drafts each note; you approve.
04
Replies land by themselves
Answers are read from your inbox, statuses advance, bounces are flagged and silent counterparties surface for follow-up.
05
Report to the client
A board-ready weekly update in one click - by firm or by contact, PDF or PowerPoint.
Built into every plan

The parts a process actually turns on.

Replies captured automatically

DealLaunch reads your mailbox, matches answers to your pipeline, advances the status and logs the conversation - so the pipeline is current without you touching it.

Watermarked document links

Share the teaser or CIM as a per-counterparty link. Every page carries that recipient's name and the date, and you can revoke access in one click.

See who is actually reading

Opens are recorded per recipient, so you know which counterparty read the CIM four times - and which never opened it.

Shared team workspace

Colleagues work the same mandates, each sending from their own mailbox. Credentials are never shared between members.

By firm or by contact

Every metric, pipeline and export switches between investors and people - two contacts at one fund are one investor.

Deliverability, checked

We read your domain's SPF, DKIM and DMARC when you connect, and tell you in plain English what to fix before a wave goes out.

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.
Outreach at scale

Your entire target list, in one pass.

Write the message once. DealLaunch drafts it for every counterparty on the list, then sends them from your own mailbox - a hundred and forty individually written emails without a hundred and forty copy-pastes.

  • Every email personalised - the investor, their firm, and the mandate - not a mail merge with a first name.
  • Sent one at a time from YOUR mailbox, so investors see your name and your firm keeps its own deliverability.
  • Paced like a human, and slowed automatically the moment your provider pushes back - no bulk-sender lockouts.
  • Replies are read back in, statuses advance, and anyone still silent surfaces for a follow-up.
app.deallaunch.ai / outreach

Investor log

140 selected · Project NordGrid

Send all (140)

Sending 38 of 140 from sofia@aldgatepartners.com…

~5s apart · 37 sent · 0 failed

  • Meridian Capital PartnersAna Lindqvistsent
  • Cedar Grove HoldingsTomas Bergsent
  • Halford & Co.Priya Ramansending
  • Stonehaven EquityMichael Counihanqueued
  • Norrsken Energy VenturesJonas Vikqueued

Stop any time - already-sent emails stay sent, the rest stay drafts.

The weekly report

The client update writes itself.

Every Monday, from the live pipeline. Branded PDF in one click.

  • Funnel and reply rate
  • This week vs last
  • Every reply and every pass
Strictly private & confidentialPDF · Email-ready
Project NordGrid - Weekly Process Update
14 Jun 2026
Pipeline funnel
Approached
31100%
Replied
1239%
Interested
723%
NDA signed
310%
Meetings
26%
Conversion bridgevs last week
Approached2231+9
Replied812+4
NDA signed13+2
Declined46-2
Market responsesfirms that replied
FirmLocationStageFeedback
Meridian CapitalLondonNDA signedReviewing model
Cedar GroveStockholmMeeting 18 JunWants unit economics
Halford & Co.ZurichNDA sentAwaiting signature
StonehavenOsloTeaser sentPositive, slow
Declined
62 too early · 2 off thesis
Remaining
54of 85 targets
Reply rate
39%up from 36%
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.

  • 1 user included
  • Designed for up to 3 active deals
  • Designed for up to 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.

  • Team seats on request
  • Designed for up to 10 active deals
  • Priority onboarding
  • Hands-on setup support
  • Multiple client workspaces on request
  • Client-ready reporting
  • Advanced tracking
Request access

Every new account is reviewed personally - trial access is granted on approval, no card required.

Billed in the currency shown. Need team controls or more seats? Talk to us.

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?

Yes. Connect your own mailbox (one click with Microsoft 365) and DealLaunch sends your outreach from your own address. Every email starts as a draft you review - nothing is ever sent without your approval.

Do you send the emails, or do I?

You do - from your own mailbox. Connect Microsoft in one click, or any mailbox with an app password (we detect the server settings and check your domain's SPF, DKIM and DMARC for you). Investors see your name and your firm, and your replies land in your own inbox.

How do I know if a counterparty actually read the CIM?

Share documents as per-counterparty links. Each PDF is watermarked with that recipient's name and the date, every open is recorded, and the Documents tab shows opens per recipient plus a list of who has never opened anything. Any link can be revoked instantly.

Do I have to update the pipeline by hand?

No. DealLaunch reads replies from your connected mailbox, matches them to your contacts, advances the status, flags real bounces and surfaces anyone who has gone quiet for a follow-up.

Can my colleagues work on the same mandates?

Yes - invite them from Settings and they see the workspace's projects, investors and documents. Each person connects their own mailbox, and mailbox credentials are never shared between team members.

Where does my data live?

Signed-in accounts store their data in EU-hosted Supabase Postgres, with row-level security so each account only sees its own deals, contacts and documents. The public demo workspace runs on sample data in your browser.

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 - designed for up to 3 active deals and 1,000 contacts. Boutique is for small advisory firms - designed for up to 10 active deals, with priority onboarding, hands-on setup support and multiple client workspaces on request.

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.