Trusted by deal teams at
Every deal starts with promise.
The pipeline. The diligence. The financial model. The negotiation.
Teams stitch together spreadsheets, email chains, shared drives and hope nothing slips through the cracks.
Key data gets buried in attachments. Decisions are made from outdated models. Opportunities close before you're ready.
And in a market where speed and precision decide which deals you win:
Having one place to source, track, analyse, and close changes everything.
The Problem
Many smaller deal teams still rely on spreadsheets, email chains, shared folders, and manual processes to manage acquisitions. It works early on but quickly becomes harder to track, slower to analyse, and more difficult to manage.
Manual retyping from documents
Key figures are manually typed from accounts and PDFs into analysis models. One error propagates through every linked cell.
Deal data lives everywhere
Across Excel, email, shared folders, notes & no single source of truth. Impossible to track, review, or analyse at speed.
Version control becomes a mess
Multiple spreadsheet versions across the team. Critical decisions buried in email attachments nobody can find six months later.
How it works
Your steps from first look to confident decision, with AI supporting every stage.
Create your first deal
Name your deal, add the company, industry, asking price, priority and location. One deal anchors the whole workspace & add more from the dashboard anytime.
Add tasks and track progress
Choose from suggested next steps, review teaser/CIM, schedule a management call, draft your IC memo, or add your own. AI keeps your team aligned throughout.
Set up accounts and import financials
Enter the balance-sheet date for your latest accounting file. Deal Haven aligns model years correctly & no manual rekeying required.
Upload documents and organise your deal room
Drop in PDFs, Excel files, CSVs or Word documents. Files land in structured folders (Accounts, Legal, Docs, Financing) & are ready for AI extraction and team review.
Document Intelligence
Drop in a CIM, a set of management accounts or a data room. Deal Haven reads it, extracts the numbers, and makes every detail searchable across your entire deal.
PDFs, Excel files, email attachments, data rooms, CIM documents imported in one click. No downloading, renaming or re-uploading.
Every document is analysed the moment it lands. Financials, contracts, risk flags. All extracted, structured, and ready to query.
Search "customer concentration clause" or "EBITDA normalisation". Deal Haven finds it across every deal and format instantly.
Every document becomes part of a living library that grows with you. Nothing buried, everything connected & the best diligence one search away.
Pricing
Personal plans cost $42–$90 USD per month. Organisation plans cost $120–$300 USD per month. Annual billing includes two months free.
For individual acquisition workspaces and personal deal analysis.
7-day free trial
For solo buyers getting started with a focused deal pipeline.
Billed monthly
Monthly allowances
3 active deals · 5 imports · 2 GB storage
7-day free trial
For active independent buyers running multiple live deals.
Billed monthly
Monthly allowances
10 active deals · 25 imports · 10 GB storage
1,000 AI credits
7-day free trial
For power users who need the highest AI limits and fastest support.
Billed monthly
Monthly allowances
25 active deals · 75 imports · 25 GB storage
2,000 AI credits
Free trial included. Card required at signup. Cancel any time.
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