DealStratum gives every acquisition search a single deal pipeline — a kanban board that moves each opportunity from Sourced to Closed, with the notes, files and activity attached to the deal, not buried in your inbox.
A live search runs 30, 50, 80 deals at once. Track them in a spreadsheet and a notes app and your inbox, and the answer to “what’s next on Brightline?” is buried three tabs deep — if it’s written down at all.
From the moment a deal lands to the day it closes, every opportunity has a column, a card, and a clear next step.
Create a card by hand, paste a listing URL and we scrape the details, or push a deal straight from the Waterfall. Asking price, SDE, broker and source come pre-filled so you’re not retyping anything.
Drag each deal across Sourced → NDA → CIM Review → Screened → Engaged → Closed. The board is the single source of truth for where every opportunity actually stands.
Notes, the CIM, the lender thread, your screening read — all attached to the deal. Open one card and you have the full history, not a scavenger hunt.
Every deal has a stage and an owner. The NDA you owe a broker is on the board, not lost — so good deals don’t go cold while you’re heads-down on another.
Scan one board and instantly see what’s in review and engaged. You spend your hours on the three deals that can close — not the thirty that won’t; pass the dead ones to the graveyard (with a quick undo) and the board stays clean.
Investors and partners want a status. Read it straight off your board. Stage counts, SDE per deal, and momentum — without building a deck every month.
The deal pipeline isn’t a parking lot. It’s the part of DealStratum that turns a pile of listings into a search with momentum.
“A clean manufacturing deal goes from a Waterfall card to a signed LOI in nineteen days — not because it was the only good one, but because every morning the board showed exactly what it was waiting on.”
Deals don’t live on the board alone. Here’s what feeds it and what it drives.
Get a plain-English read on a deal before you advance it — the fit score and flags ride along on the card into Review.
Outreach and replies tie back to the deal, so the broker conversation moves the card from Sourced to NDA without copy-paste.
Spot a fit in the live feed and push it straight onto your pipeline — pre-filled and ready to work the moment it lands.
A deal pipeline in DealStratum is built for acquisitions, not generic tasks. Cards carry the fields that matter — asking price, SDE, revenue, broker, source, fit score — and the stages mirror a real buy-side process: Sourced, NDA, CIM review, Screened, Engaged, Closed. It also connects to the Waterfall, screening, and outreach, so the board isn’t a silo you have to keep up by hand.
Yes. Create a card manually for any deal — an off-market lead, a broker email, a referral — and work it through the same stages as listings you pushed in from the Waterfall.
It’s yours. Each member works their own board — you see only the deals you’ve added, not the whole team’s. When a partner or investor asks where things stand, you read the status straight off the board — stage counts, SDE per deal, what’s moving — instead of rebuilding a deck every month.
Put your whole search on one board and always know what’s next. Start your 14-day free trial.