Setting Up Your First Deal

Creating Your Deal

Navigate to the Deals dashboard and click New Deal. Fill in the basic information:

• Deal name — a clear, descriptive name
• Deal type — acquisition, merger, or other
• Target company — the company being acquired
• Expected close date — your target timeline

Tip: Use a naming convention like "Company A - Company B - Type" for easy identification.

Inviting Participants

Add the people who need access to this deal:

1. Internal team — analysts, legal, finance
2. External advisors — lawyers, accountants, consultants
3. Counterparties — buyer or seller representatives

Each participant gets a role that controls what they can see and do.

Workspace Setup

Customize your deal workspace:

• Milestones — set key dates and deadlines
• Workstreams — organize by functional area
• Document templates — pre-load standard templates
• Notifications — configure alert preferences

A well-organized workspace saves hours during due diligence.

What Comes Next?

Your deal is set up. Here's what typically follows:

1. Set up your Data Room — upload confidential documents
2. Begin Due Diligence — assign workstreams and start reviews
3. Track Progress — monitor milestones and deadlines

Each of these has its own guide — check them out when you're ready.