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, or add a listing straight from the Waterfall. Asking price, cash flow, broker and source come pre-filled so you’re not retyping anything.
Drag each deal across Sourced → NDA → Review → Offer → 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 Offer. You spend your hours on the three deals that can close — not the thirty that won’t.
Investors and partners want a status. Send them the board. Stage counts, EBITDA 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.
“Brightline Mfg. went from a Waterfall card to an LOI in nineteen days because I could see, every morning, exactly what it was waiting on. The board is the first thing I open and the last thing I close.”
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, cash flow, EBITDA, broker, source, fit score — and the stages mirror a real buy-side process: Sourced, NDA, Review, Offer, 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.
The board is designed to be shareable as your search status: stage counts, EBITDA per deal, and what’s moving. It saves you from rebuilding an update deck every month for sponsors or your fund.
Put your whole search on one board and always know what’s next. Start your 14-day free trial.