DealDoc connects to your Gmail, automatically identifies deals in your inbox, tracks stages and documents, and keeps your contact list clean — so you can focus on finding the right acquisition.
One click pulls M&A emails from your inbox, identifies deals, and files documents automatically — NDAs, CIMs, LOIs, and more.
Auto-detects deal stage, broker info, and company names. CIM PDFs are read to surface real company names instead of broker code names.
Every broker, lender, and advisor is captured, deduplicated, and linked to their deals. Manual edits are locked against sync overwrites.
Attachments are downloaded and organized by deal. Key documents (NDA, CIM, LOI) are surfaced first — everything else categorized automatically.
When you pass on a deal, Claude reads your decline email and suggests reasons automatically. Easy to override or add your own.
Hit sync anytime to process new emails. Stage updates, new contacts, and new documents are merged without overwriting your manual edits.