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.