vs the old way

One platform beats five disconnected tools.

Most desks run deals across email, WhatsApp, spreadsheets, a standalone screening subscription, and a broker or two. Nothing is connected, nothing is auditable, and the bill adds up. Here's the side-by-side.

Counterparty identity (KYC)

The old way

Google searches and a separate screening subscription

TradeFlow OS

Automated screening against 1300+ lists, built into every plan

Business verification (KYB)

The old way

PDFs over email, no owner checks, no central record

TradeFlow OS

Extensive automated KYB: registry and existence checks, ultimate beneficial owners each screened, entity AML and sanctions screening across 1300+ lists, and a verified-business badge

Finding counterparties

The old way

Cold intros and broker chains you can't verify

TradeFlow OS

Opportunities marketplace with Smart Match scoring

Negotiation

The old way

WhatsApp threads and email chains nobody can audit

TradeFlow OS

Deal rooms with chat, voice notes, term sheets, and a timeline

Documents

The old way

Hand-edited Word templates, version chaos

TradeFlow OS

15 document types generated with an AI-assisted wizard

Signing

The old way

Print, sign, scan, or a separate e-sign tool

TradeFlow OS

Immutable, tamper-evident e-signatures: an HMAC-SHA-256 hash chain with a public verification page

Provenance

The old way

A folder of scans, impossible to verify

TradeFlow OS

Custody-chain passports with public verification links

Trust & reputation

The old way

Gut feel and references you can't check

TradeFlow OS

A verifiable 5-component TradeFlow Score and peer reviews

Cost

The old way

Several tools, several invoices, $1,500+/mo

TradeFlow OS

One subscription. Free to start; screening included

The math is simple.

Running several disconnected tools adds up to $1,500+/mo combined. TradeFlow OS includes screening, deal management, documents, signing, and provenance, starting at $0.

Disconnected tools

$1,500+

per month, combined

Everything

from $0

the whole platform

See it on your own deals.

A 30-minute walkthrough of deal rooms, automated KYC/KYB, and compliance screening, mapped to how your desk actually trades.

No credit card to start free · Talk to us for Business & Enterprise