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. No more deals scattered across WhatsApp threads and inboxes with nothing auditable when a dispute starts.
7
Adjustable deal stages
Line-item
Term negotiation
4 roles
Participant access
Full
Audit timeline
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
How it works
From start to proof.
Open a deal room
Start a deal, invite the counterparty and any brokers or observers, and set each participant's role.
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.
FAQ
Common questions.
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.