Built for confidential deal workflows.
Private-capital processes are sensitive. DealLaunch AI is built as a private system of record for your outreach - with a deliberately narrow scope as workflow software.
Private workspaces
Each account is its own workspace - your deals, contacts and documents are isolated from every other firm by row-level security. Your data is yours - not pooled, shared or sold.
Team access, mandate by mandate
You give each colleague access one mandate at a time, at View or Edit, and the database enforces it: a colleague sees only the mandates you share with them, and View changes nothing. Each person's mailbox stays strictly personal - nobody can send from a colleague's address. A client viewer role is still to come.
Tracked, watermarked documents
Send the teaser or CIM as a link of its own for each recipient. Every page of a PDF up to 45 MB carries the recipient's name, firm and the date it was first opened. A file served without a stamp - a larger or encrypted PDF, or another file type - is still tracked, and its link says Not stamped. Links can expire, can be revoked one by one or all at once, and every open is recorded, with known email security scanners left out. Where you choose, the recipient first accepts your own confidentiality wording; we keep the name, firm and email they enter, the time and the exact text they accepted, never their IP address. Native e-signature is still to come.
You control your outreach
You own your target list and every message. Emails go out only when you approve them; approved messages you queued for scheduled sending may continue on a daily schedule until that queue empties or you cancel it.
What DealLaunch AI is not
We do not claim formal security certifications at this stage. As the product matures we intend to formalise controls appropriate for confidential deal workflows. DealLaunch AI is workflow software. It does not provide investment advice, investor matching, brokerage, placement agency, or regulated financial services.