Features

Everything brokers, sellers, and buyers need to manage deals in one private workspace.

Deal Canvas

Map every opportunity visually — from lead to close. Collaborate on stages, documents, and next steps in real time.

NDA → Buyer Portal Flow

Buyers sign NDAs online and instantly unlock their private deal portal. No manual approvals or email chains.

AI-Powered Collateral

Generate teasers, one-pagers, and valuation summaries in seconds — always branded and consistent.

CRM + Task Automation

Automate NDAs, follow-ups, and reminders using pre-built n8n workflows. Focus on clients, not admin.

Role-Based Access

Brokers, sellers, and buyers each get the right level of access to deals and documents — all under your branding.

Data Rooms (Coming Soon)

Create AI-powered data rooms that summarize documents and flag buyer questions automatically.


Built for modern brokerage

Whether you’re a solo broker or a full advisory firm, DealForge keeps your entire process fast, private, and professional.

View Pricing →