The Execution System for Sell-Side M&A and Capital Raises

For investment banks and advisory firms running live mandates. DealLaunch carries the whole process - the buyer universe and who already knows them, outreach from your own mailbox, NDAs and materials, meetings and offers, and the client report that writes itself. One record, so the deal stops living in inboxes, spreadsheets and someone's memory.

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

A live mandate runs on inboxes, spreadsheets and memory. Nobody holds the whole deal.

Process is what a sell-side or a capital raise is actually made of, and most deal teams assemble it by hand every time - who was approached, who replied, who has the NDA, what went out, who is close. DealLaunch AI holds all of it in one record, so the team controls the process instead of reconstructing it.

Today - scattered
Excel target lists
Email threads
Half-remembered introductions
DocuSign NDAs
PDF teasers and CIMs
Manual status trackers
With DealLaunch - one system
One buyer and investor universe, scored against this mandate
Who at your firm already knows them, before you approach
Outreach from your own mailbox, replies captured back
NDAs, teaser and CIM tracked - and who actually read them
The process managed: what is owed today, named
Board-ready weekly client reports

From target list to close - one disciplined process.

01
Set up the mandate
Sell-side, capital raise or buy-side - each with its own stages, economics and playbook. Draft the teaser and process letter from the record.
02
Build the universe
One buyer and investor directory across every mandate, scored against this one, and told who at your firm already knows them.
03
Approach from your mailbox
AI drafts each note against the stage; you approve and it sends as you, from you. Replies are read back, stages advance, bounces are flagged.
04
NDAs, CIM and diligence
Materials go out as watermarked links per counterparty, so you see who actually read them and how far they got.
05
The process manages itself
What is owed today, named: chase this NDA, send that CIM, book the meeting nobody booked. Ask the deal anything, and get an answer drawn only from the record.
06
Report to the client
A board-ready weekly update in one click - by firm or by contact, PDF or PowerPoint.

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, watermarked with that recipient's name and the date. Every open is recorded, so you know who read it four times and who never opened it. Revoke any link in one click.

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.

The process manages itself

What is owed today, named and in order: chase this NDA, send that CIM, book the meeting nobody booked. Each one clears itself when the record moves.

Warm connections across the firm

Before you approach anyone, DealLaunch says whether a colleague already knows them, when they last spoke, and drafts the ask for an introduction.

First drafts of the materials

Teaser, buyer profile, investor update and process letter, drafted from the mandate record. Anything the record does not have comes back as a placeholder, never a plausible number.

Ask the deal anything

Who is most interested, what a counterparty said about valuation, who has not replied. Answered only from this mandate's own record - emails, meetings, notes, documents and stage changes. Anything the record does not support is left out of the answer.

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.

Built for deal teams of every size.

Independent advisors
Run a professional process without relying on spreadsheets and manual trackers.
Boutique M&A firms
Manage buyer outreach, NDAs, follow-ups and reporting across multiple mandates.
Investment banking teams
Give the whole deal team one live view of every buyer, investor and next step.
Capital raising teams
Manage investor outreach from target list through meetings and closing.
Private placement teams
Track institutional investors, outreach, feedback and follow-ups in one place.
Independent sponsors
Manage acquisition and capital-partner outreach deal by deal.

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 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 designed for deal teams of every size.

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

Individual

€149/month

For independent advisors.

  • 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
Team

€399/month

For advisory and investment banking 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
Enterprise

Let's talk

For multi-office firms and larger deal teams.

  • Unlimited users and deals
  • Multiple client workspaces
  • Single sign-on
  • Security and data-residency review
  • Onboarding and migration support
  • Named point of contact
Contact us

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.

Questions deal teams ask.

Is this just outreach software?

No. It started there, and outreach is one chapter of it. DealLaunch carries the mandate: the buyer universe scored against this deal, who at your firm already knows them, the approach from your own mailbox, NDAs and materials with per-counterparty read tracking, what the process owes you today, and the weekly client report. One record from target list to close.

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.

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?

Investment banks, boutique M&A firms and independent advisers - anyone running a sell-side or capital raise on behalf of a client. Not for founders raising their own round, and not for funds monitoring a portfolio.

What's the difference between Individual and Team?

Individual is for one person running their own deals - designed for up to 3 active deals and 1,000 contacts. Team is for advisory and investment banking teams working the same mandates together - designed for up to 10 active deals, with seats on request, priority onboarding, hands-on setup support and multiple client workspaces.

Can I cancel?

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