• M&A Deal Tracker - Dashboard
  • M&A Deal Tracker - Grid
  • M&A Deal Tracker - Kanban
  • M&A Deal Tracker - Manage
  • M&A Deal Tracker - Settings
1 5

M&A Deal Tracker

M&A Deal Tracker

Close more deals with pipeline clarity

$49.99 CAD
$49.99 CAD
Promotion Épuisé
  • Web App
  • Aucun abonnement requis
  • Téléchargement instantané
Start 7-Day Free Trial Full access. No credit card required.
Afficher tous les détails

Close more deals with pipeline clarity

Deal Pipeline

Visual Kanban board tracking every acquisition from initial sourcing through LOI, due diligence, legal, and close.

Due Diligence Tracking

Monitor due diligence completion percentage across every active acquisition with visual progress indicators.

Deal Value Analytics

Track enterprise values, pipeline worth, and revenue targets across your entire M&A portfolio.

Counterparty Hub

Maintain a centralized directory of buy-side clients, sell-side targets, and financial sponsor relationships.

Industry Classification

Categorize and filter every deal by sector including tech, healthcare, energy, financial services, and manufacturing.

Executive Dashboard

Real-time overview with total deal count, pipeline value, win and loss rates, and industry distribution charts.

Stage Workflow

Customizable deal stages that match your firm's acquisition methodology from sourcing through post-close.

Close Forecasting

Set and monitor target close dates across all active mandates with upcoming deadline alerts.

Win and Loss Insights

Track closed deals with historical data to identify success patterns and refine your acquisition strategy.

Team Collaboration

Share pipeline visibility across deal teams and investment committees with multi-user workspace support.

Data Export

Export deal data for board reporting, investor presentations, and regulatory compliance documentation.

Offline-First Reliability

Work confidently with automatic local saves that sync to the cloud so your deal data is never lost.

Ready to go in 3 steps

Step 01

Create Account

Set up your secure profile to begin managing your workspace.

Step 02

Activate App

Use your Order Number to unlock full access to your new system.

Step 03

Start Tracking

Ditch the paper scraps and start managing like a pro.

Product Details

What’s Included
Stop juggling spreadsheets, emails, and disparate documents to track your acquisition pipeline. M&A Deal Tracker is a purpose-built workspace for investment bankers, corporate development teams, and private equity professionals who need to manage multiple deals simultaneously without losing sight of critical milestones. From initial sourcing and LOI negotiation through financial due diligence, legal review, and final closing, every stage of the deal lifecycle is visible at a glance. Track deal values, monitor due diligence completion with visual percentage indicators, and organize acquisitions by industry sector and counterparty type. The Kanban board gives you an instant visual pipeline of every active mandate, while the dashboard aggregates your total pipeline value, active deal count, and win rates into actionable intelligence. Manage counterparty relationships, buy-side clients, sell-side targets, and financial sponsors, all in one place. Stop losing deals to disorganization. M&A Deal Tracker brings structure to complex transactions so your team can focus on getting deals across the finish line.
How You Get It

Secure Account Access. You will receive a unique setup link via email immediately after purchase. Simply follow the link to create your account and activate your workspace using your Order Number.

Your access is tied to your email, allowing you to log in from any device without needing to download or manage files.

Everything you need to know.

Do I need to pay a monthly fee?
No. Your purchase includes a full 1-year subscription with a single upfront payment. We don't believe in surprise monthly bills or "subscription creep."
What devices can I use this on?
Anything with a browser. Our systems are fully responsive and optimized for iPhone, Android, tablets, and desktops. Your data stays in sync across all devices automatically.
Can I track different parts of my life at once?
Yes. You can create up to 3 separate "Workspaces" within your account. Each acts as its own private environment—perfect for keeping business, home, and personal data independent.
Can I share my workspace with others?
Yes. Easily invite crew or family with real-time syncing. Set permissions: Admins (full control), Members (edit data), or Viewers (read-only).
I'm not "tech-savvy"—is it hard to set up?
It’s built for speed. We skip enterprise bloat. You’ll receive a 5-minute video walkthrough showing exactly how to start tracking immediately. If you can use a smartphone, you can use this.
What happens to my data?
You are in control. Information is stored securely and accessible only by you. You can also choose to keep your data stored locally on your own device for a completely offline experience.
What happens after my 1-year access ends?
You choose your next step. We will reach out with a simple option to renew your access for another year. You’ll never be auto-charged; you decide if you want to keep going.

Still not sure? Try it first.

Take the system for a test drive. Start your 7-day free trial today and see how much time you save. No credit card required, no risk, no strings attached.

Start your 7-day free trial Full access. No setup fees.
★★★★★ 9,000+ Sales & 5-Star Reputation
Verified Secure Checkout
Instant Digital Delivery