Deal Flow
Deal War Room
Buyers post-LOI, deal quarterbacks, and advisors managing multi-workstream diligence
Post-LOI operating room to run the 30-90 day path from signed LOI to close: workstreams, requests, chase drafts, and an AI Deal PM that scores health and slippage.
What you can do
- Track workstreams (financial, legal, ops, insurance, financing, people) with status
- Log diligence requests with owner, due date, and status; overdue auto-flagged
- Run AI Deal PM for health score, slippage, chase-email drafts, and red flags
- Copy generated chase emails and send from your own inbox
- Review activity log and prior AI runs with 'Why this' factors
Use it when you want to
- Managing the post-LOI window without a $10k/mo transaction manager
- Keeping seller-side chasers professional and on-cadence
- Spotting slipping deals before they die of neglect
Tour
1. Deal War Room
Everything you need between signed LOI and close, in one operating page.
2. Live health strip
Health, target close, request progress, and slippage — updates every time you run the AI PM.
3. Workstreams
Six default lanes cover the common post-LOI work. Add your own for weird deals.
4. Requests
Every ask from either side goes here with owner + due date. Overdue items get flagged automatically.
5. AI Deal PM
Runs a Gemini pass that scores the room, drafts chase emails, and surfaces red flags — with a Why this audit trail.