Deal management
Run the whole deal in one room.
Messaging, a negotiable term sheet, documents, approvals, and a complete timeline, from first inquiry to closed contract. The product, its due diligence, its chain of custody, and counterparty screening all live in the same room. No more deals scattered across WhatsApp threads and inboxes with nothing auditable when a dispute starts.
1 file
Deal dossier export
Real-time
Threads and terms
Advisory
Consistency checks
Every stage
Trade flow guide
Why it matters
Built to be believed.
One auditable record
Messages, terms, documents, and stage changes live in one place with a timeline you can rely on if a dispute ever starts.
Negotiate term by term
Each commercial term is proposed, countered, and approved separately, so everyone sees exactly what changed and why.
The right eyes only
Role-based access and private message threads keep buyer-side and seller-side conversations separate by design.
Negotiation
Line-item term sheet, not endless back-and-forth
Counterparties propose changes to individual terms. Each item moves through pending, approved, or rejected on its own, with a full history of who countered what.
- Propose and approve revisions on commodity, quantity, price, incoterm, payment terms, and more
- Each revision item tracked separately with a counter-propose thread
- Multi-party approval votes so no one is surprised mid-deal
- Every change timestamped and attributed
Term sheet
Negotiating1,985 USD/oz
CIF Zürich
Irrevocable LC
500 kg
Collaboration
Messaging with voice notes and files
Talk in real time inside the deal, attach files, and send voice notes. Private threads let an intermediary speak to each side separately without leaking information.
- Real-time chat with file attachments and voice notes
- Private threads visible only to the owner and a chosen participant
- Role-based participants: owner, counterparty, member, observer
- Counterparty names and avatars resolved correctly across the room
Deal Chat
Gold Bullion · 500 kgAssay report attached. Can we lock the price formula?
Sending the revised FCO now.
Lifecycle
Seven stages with a document checklist
Move the deal through Inquiry, Identification, Negotiation, Contracts & Agreements, Finance, Active, and Closed, with the right documents tracked at each stage.
- Seven adjustable stages with per-stage document checklists
- A timeline recording every stage change, document, and participant
- Close as won or paused, with the reason recorded
- Peer review prompt when a deal completes
Deal stages
Stage 4 of 7- Inquiry
- Identification
- Negotiation
- Contracts
- Finance
- Active
- Closed
Contracts phase · 2 of 3 documents signed
Provenance & compliance
Product, due diligence, and screening in the room
Every deal carries the product being traded, with per-commodity OECD 5-step due diligence, a chain of custody, and counterparty screening on the same tabs, so provenance and compliance are part of the deal rather than a separate tool.
- A Product tab for the goods, with due diligence and chain of custody
- Per-commodity due diligence packs (LBMA gold, LPPM platinum, OECD-FAO cocoa, and more) on the OECD 5-step spine
- A Screening tab that auto-screens counterparties and shares the Screening page's history and share log
- Add refineries, mines, bankers, or other brokers as quiet, titled participants Sentinel still watches
SourceProof
VerifiedGold · 500 kg · 99.5%
- Extraction · Ghana
- Assay · LBMA refiner
- Export · customs cleared
- Delivery · Zürich
OECD due diligence · publicly verifiable
The file
Hand a bank the whole trade, in one PDF
A trade finance desk does not ask for four documents, it asks for the file on this trade. Because everything lives in one place, a single export assembles what no single-purpose tool can.
- Every party with its screening verdict, who dispositioned it, and who countersigned
- Every document with its signature chain verified and its trusted timestamp
- The commodity's provenance passport and the authenticity tier it earned
- What contradicts itself, what the risk radar found, and what was dismissed and why
Soundness analysis
Low risk78
Completeness · consistency · counterparties
How it works
From start to proof.
Open a deal room
Start a deal, add the product, and add the counterparty and any brokers, refineries, or observers, each with a title.
Negotiate the terms
Build the term sheet, then propose and approve changes line by line until both sides agree.
Paper and sign
Generate and sign the documents the deal needs, linked directly to the room.
Close with a record
Mark the deal won, leave a peer review, and keep a full audit timeline of everything that happened.
Export the file
Download the deal dossier: parties, screening, documents, signatures, provenance and risk findings, assembled into one PDF for your bank or auditor.
FAQ
Common questions.
What is in the deal dossier?
Everything the platform holds about one trade, in one PDF: the terms, every party with its latest screening verdict and disposition, every document with its signature chain verified and its trusted timestamp, the commodity's provenance passport and the tier it earned, anything that contradicts itself, and what the risk radar found, including what was dismissed and by whom. Where something is missing, the pack says so rather than leaving it out. It is available to the deal owner, because it contains their compliance work on their counterparties.
How is term negotiation different from just chatting?
Terms are negotiated as discrete line items. Each one, such as price or incoterm, is proposed, countered, and approved separately, with its own history, so nothing gets lost in a chat thread.
Can I keep buyer and seller conversations separate?
Yes. Private message threads are visible only to the deal owner and a chosen participant, so an intermediary can talk to each side without information leaking between them.
What roles can participants have?
Owner, counterparty, member, and observer. Each role controls what a participant can see and do inside the deal room.
Is there an audit trail?
Every stage change, revision, document, and participant action is recorded on the deal timeline, giving you a complete and attributable history.