Deal Intelligence is designed for lean deal teams. Learn how the platform amplifies individual analyst capacity regardless of team size.
Deal Intelligence is designed to amplify the capacity of deal teams at any scale, from solo practitioners to large investment banking groups. There is no minimum team size requirement. In fact, the platform delivers its greatest relative impact for lean teams of 1 to 5 deal professionals who need to punch above their weight in terms of analytical throughput and deal coverage. A single analyst using Deal Intelligence can produce due diligence analysis equivalent to what traditionally requires a team of 3 to 4 analysts working for several weeks.
The platform is currently used by teams ranging from independent M&A advisors and boutique PE firms with 2 to 3 investment professionals to midmarket investment banks with deal teams of 10 to 20 people. The value proposition scales across this spectrum: smaller teams gain the most in terms of capacity multiplication, while larger teams gain the most in terms of consistency and process standardization across simultaneous deals.
For small PE firms, search funds,and independent sponsors, Deal Intelligence addresses the core challenge of limited human capital in deal evaluation:
For larger deal teams and investment banks, Deal Intelligence provides different but equally valuable benefits. Process standardization ensures consistent analytical quality across deal teams and offices. Knowledge capture preserves analytical insights from completed deals in searchable formats that inform future transactions. Workload balancing enables team leads to allocate human effort to the highest-judgment tasks while the platform handles data processing. And parallel deal management allows firms to maintain quality across 10 to 20 simultaneous active deals without proportionally scaling headcount.
Deal Intelligence licensing is structured by number of active deal workspaces rather than by number of users, ensuring that teams can add or remove members as deal dynamics require without licensing friction. Each deal workspace supports unlimited team members with role-based access controls including deal lead, analyst,and read-only reviewer roles. This structure means that a boutique firm with 3 professionals can access the full platform capability at the same per-deal cost as a larger firm, making enterprise-grade deal analytics accessible regardless of organizational size. Pricing scales with deal volume,and firms evaluating fewer than 5 deals per year can access the platform on a per-deal basis without an annual commitment.