Dealio is the post-LOI deal room. It stands up the workspace, runs diligence, and coordinates the lawyers, accountants, and lenders, chasing every open item to done, so a signed LOI reaches close in weeks, not quarters.

DE DEALIO

Dealio · Deal Room live

Deal room open

Project NorthwindPost-LOI · Day 1

Data roomStructured, 9 folders created

ChecklistBuilt from the LOI, 64 items

PartiesCounsel, accountant, lender invited

First requestsDrafted and queued to send

Close readiness0

DE Drafted by Dealio ready

ToCounsel · Reeves & Bloom LLP

Subj

Send requests✓ Sent · tracked to close

Works alongside

Bogan Atlas Dealio

How it works

From a signed LOI to a closed deal.

Point Dealio at the signed letter. It opens the room, builds the checklist, and starts moving: every request sent, every document chased, every party kept in step, so the close runs itself and your people make the calls that matter.

Signed LOI

Point Dealio at the letter of intent

Room

Workspace and data room stood up in minutes

Diligence

Requests sent, documents reviewed, risks flagged

Coordinate

Counsel, accountants, and lenders chased to done

Every item cleared, signatures collected

Your team makes the calls. Dealio runs everything between them.

Dealio · Project Northwind · deal room live

Open items

Cleared

Flagged for review

Diligence itemTrackOwnerStatus

Cap table and equity ledgerFinancialAccountantCleared

Material contracts reviewLegalCounselIn review

Quality of earningsFinancialAccountantRequested

Change-of-control consentLegalCounselFlagged

01 · The deal room

One room. Every open item, in the open.

Dealio reads the signed LOI and stands up the workspace: a structured data room, a diligence checklist built for this deal, and a live view of every item, who owns it, and what it is waiting on. Nothing lives in one person's inbox.

Checklist built from the LOI, not a generic template
Every item owned, tracked, and dated
One source of truth for both sides of the table

02 · Coordination and outreach

It emails the lawyers. It chases the accountants.

Dealio does not just track the work, it moves it. It drafts and sends the requests to counsel, the accountants, and the lender, follows up when an item goes quiet, and escalates only what needs a human. Every message is in your voice and on the record.

Requests sent to every party, automatically
Polite, timed follow-ups until an item is done
Only the real blockers reach your desk

Dealio · Coordination · open threads sending

To counsel

Reeves & Bloom, contract requests sent

To accountant

QoE and cap table, chased twice

To lender

Term sheet conditions, tracked

Escalated

One consent risk, sent to the deal lead

ThreadsEvery party moving in parallel, nothing waiting on a reminder

Dealio · Diligence running

Documents

318

Reviewed

291

Risks flagged

Findings memo

✓drafted

Financials tie to the cap tableClearedreconciled

Assignment clause in three contractsFlaggedto counsel

Missing board consent, prior roundFlaggedto deal lead

03 · Diligence that reads everything

It reads the whole data room. You read the findings.

Dealio runs the diligence a deal team runs, at machine speed: it reads every document as it lands, checks the financials against the story, surfaces the clauses that change the deal, and drafts the findings memo. The judgment stays yours. The reading does not.

Every document read the moment it arrives
Risks and off-market terms surfaced, with the source
A findings memo that writes itself as you go

What it is built to do

The close, without the scramble.

Dealio is new. The mechanics below are what it is designed to deliver on your next deal, not a claim about someone else's.

Time to close

Weeks

not quarters

Requests go out the day the LOI is signed and follow-ups never wait on a busy inbox, so the calendar stops being the bottleneck.

Open items

Every one

tracked to done

Nothing slips between counsel, the accountants, and the lender. If an item goes quiet, Dealio is already chasing it.

Cost to close

Lower

fewer billable hours on coordination

The reading, the chasing, and the status updates come off your advisors' clocks, so their hours go to judgment, not logistics.

Put a deal room behind your next LOI.

Bring us a deal you are about to sign. We will stand up Dealio on it, run the first diligence requests, and show you the close it builds, in two weeks.

Contact sales → Gambit for Financial Services