What It Tracks
Every deal,
tracked automatically.
Connect Gmail once. DealDoc reads your inbox and builds your entire pipeline — no imports, no manual entry, no setup.
built from your inbox.
Every target company gets a profile — stage, broker, documents, notes, and a complete activity history. Active deals and passed deals tracked separately so nothing gets lost.
classified automatically.
Brokers, attorneys, lenders, and business owners are identified by role and linked to the deals they appear in — no manual tagging required.
filed where they belong.
Attachments from deal emails are extracted and stored per deal. NDAs, CIMs, LOIs, and financial statements surface in the deal detail panel the moment they arrive.
Replies promoted.
When you email a business owner directly, DealDoc tracks it. When they reply, they move automatically into your active pipeline — no copy-pasting, no manual follow-up logging.
