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.
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