Features

Letter of Intent builder

Accelerate your acquisition process by quickly generating a robust Letter of Intent. Simply enter the deal details and we'll generate a prepopulated document, or skip straight to the template and copy-paste it into a document editor for customization.

Agreement reviews & e-signatures

Make your agreements as effortless as possible. Upload an agreement and share it with the other side for review. Upload revised versions based on feedback. Send the final version for e-signature, with an optional signature deadline.

Document sharing ("dealroom")

Securely share financial statements, tax documents, etc. Make requests for specific additional documents, or respond to a request by uploading a file. Submit revised documents at any time.

Escrow

Safeguard the funds with highly configurable, end-to-end escrow. Buyers can feel confident the seller will transfer the promised assets. Likewise, sellers can feel confident they will receive the promised payments.

Collaborators

Invite collaborators to your acquisition process. These might include:

• Other employees at their firm
• Accountants
• Attorneys
• Consultants
• Etc.

Start-to-finish process

Follow step-by-step guidance through every stage of your acquisition. Simplify even complex acquisitions into clear instructions.

Dedicated concierge

Send your questions to the Dealform concierge that is dedicated to your acquisition. Get expert help navigating your acquisition through any circumstances that might arise.

Security

Your data is not only encrypted in transit, which is common, but also encrypted at rest, which is unparalled. Further, you can enable two-factor authentication for yourself, and require it for your collaborators.