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For investors, developers, advisors and intermediaries

Every deal deserves a full back office.

DealStrand reads the offering memorandum, flags the numbers that don't agree, qualifies the people, prepares the agreements and keeps every document and next step on one record. You review and approve. It does the legwork.

Try it free for 7 days. Set up your workspace, load real deals and prepare every document. Sending and signatures unlock when you activate. Cancel any time before day 7 and you won't be charged.

Sample deal record with the deal stage bar
Actual product screen · fictional Sample records
  • The whole fileDocuments, people and numbers on one record
  • You control accessEach contact sees only what you release
  • The next step is visibleTasks and stages keep the deal moving

Your back office for every deal

The team behind the deal, without the payroll.

The Analyst

Reads every deal on arrival

Offering memorandums, rent rolls, T-12s and financial statements are reviewed when they land. Key terms extracted, gaps and contradictions flagged, a plain summary on the record before you open the file.

The Gatekeeper

Qualifies the people

Proof-of-funds status, intent and signed agreements stay with the contact. You review the evidence and decide what each person gets to see.

The Assistant

Prepares the paperwork

NCNDs, letters of intent, engagement terms and loan packages, filled from the record. You review every field before anything is sent for signature.

The Coordinator

Keeps everything moving

Stages, tasks and follow-ups keep the next action in front of you, so nothing waits on your memory.

Built like the systems the big firms run. Priced for everyone they left out.

Enterprise deal platforms can easily cost $50,000 a year or more, before the consultants, and take months of configuration before they're useful. DealStrand comes preconfigured for how deals actually run: your stages, documents, disclosure controls and client portal are already in place.

Enterprise$50,000+ a year · consultants · months of configuration
DealStrandPublished monthly plans · preconfigured · typically ready within hours of signing up
Replaces
  • Your CRM
  • Your data room
  • Your document templates
  • Your e-sign subscription
  • The spreadsheet you don't trust
  • The assistant you can't afford yet

E-sign is included on Professional and Firm.

Choose your operating model

Which strand is yours?

For the people who own the deal

Investment & Development

For principals, investors and developers who buy, finance and build. One record from the first look to the sale.

  • Acquisition pipeline and buy-box scoring
  • Borrower vault, loan packages and lender rooms
  • Contractor bids, work evidence and draw packages
  • Asset stages and portfolio from closing to exit
Explore Investment & Development

For the people who bring parties together

Advisory

For independent advisors, consultants, mediators and business brokers. Mandates, NCND-gated disclosure and every introduction on the record.

  • Mandate pipeline and buyer qualification
  • Teasers and staged disclosure you control
  • Signed NCNDs, engagement terms and introduction records
  • Referral partners and fee documentation
Explore Advisory

AI on your terms

Your AI does the reading. You make the calls.

Built-in Copilot

Runs on your plan's AI credits, or on your own provider key.

Connect your own assistant

Bring ChatGPT or Claude into your deals with your own account.

You set the limits

Choose what it can read and do; every read and change is logged; you approve every message before it's sent. Agents can't make payments, sign agreements or delete records.

Permissions and data

Give your agent access to deals, tasks and documents. Add permissions to create or edit properties, upload documents, save analyses or prepare message drafts. Your workspace’s roles and record access still apply.

Choose permissions when connecting; change or revoke them in Settings. Reads and changes are logged. Property edits can apply with your permission. Before an email or conversation message is sent, you approve its exact recipients and content in DealStrand. Agents cannot make payments, sign agreements or delete records.

The records and documents you request are shared with your assistant provider through your connected account. Your provider’s terms and charges apply.

What you can do in your 7-day trial

Included in your trial

  • Your own private workspace
  • Load real deals, contacts and documents
  • AI review of your documents (5 credits)
  • Prepare agreements, loan packages and teasers
  • Set up stages, tasks and portal access

Unlocks when you activate

  • Sending email
  • Signature requests
  • Portal invitations and public sharing
  • Clean exports
  • Webhooks

Signature requests and webhooks are included on Professional and Firm.

No charge for 7 days. If DealStrand isn't right for you, cancel any time before day 7 in Settings → Billing and you won't pay a thing.

Jeroen Reidel, founder and creator of DealStrand
Jeroen Reidel Founder & Creator of DealStrand Petronas International · Kerja Group — Kerja Group runs its deal flow on DealStrand.

The experience behind DealStrand

Built by a dealmaker, for dealmakers.

30+

years of deals across borders

For more than thirty years I've worked on deals across borders, in trade, real estate, acquisitions and financing, through my companies Petronas International and Kerja Group, for businesses from micro-caps to multinationals.

On every one, the same thing slowed us down: the file was scattered across inboxes, spreadsheets and people. Enterprise systems that promised to fix it cost a fortune and took months to set up, and still left us piecing the work together.

So I built one place to hold it, and I run my own deals on it every day. Now it's yours, typically ready within hours of signing up.

Decades of experience. One private workspace.

No consulting retainer. No months of setup. A straightforward subscription, with the tools I use myself, day and night.

Stop rebuilding the file. Start working the deal.

Find your edition

Try it free for 7 days. Set up your workspace, load real deals and prepare every document. Sending and signatures unlock when you activate. Cancel any time before day 7 and you won't be charged.

Not sure which one? Answer five questions.

Choose the edition that fits your role. This guide does not start a trial or submit your answers.

1. When a deal closes, who ends up owning it?

2. Where does your income on a deal come from?

3. Which pile is on your desk this week?

4. Who needs controlled access to your files?

5. What's the mistake you most want to never make again?

Answer all five to get a recommendation.