DealSlate is deal management for angel syndicates, family offices and small investment firms: one room per deal, the round syndicated in the open, founders seeing exactly what you choose — and every step on an append-only file that still answers questions years later.
Open a deal, and the structure is already there: the parties, the document checklist for that deal type, the terms, the conversation, and the record underneath all of it.
Every investor declares their own position on the ladder — observing, considering, soft circle, committed, invested — with amounts and running totals visible to everyone on the deal. The deal lead records outside groups' allocations too, so the whole round is in one place. And because it is append-only, you keep the trajectory, not just the final number.
Every deal has a lead: the one person who compiles the investment justification and records the final terms. Requested terms are tracked separately from what was actually done, version by version — so "how did the ask move between first meeting and close?" is a lookup, not an argument.
Notes, documents and recorded terms feed a compiled justification where every claim cites its source. Nothing is inferred, nothing is filled in for you — if the reasoning was never recorded, the document says so. That discipline is the product.
Founders get a free portal account that works across every firm that invites them. They see only the documents you explicitly share or request — never your notes, messages, terms or amounts — and every download leaves a receipt on your file.
Conversations live in topics on the deal — everyone, investors-only, or named people — with a cross-deal inbox and unread counts. New messages email their audience a short preview and a link, not a copy of the thread.
A compliance seat sees every deal, every audience, every document — and cannot write into any of them. Private side-channels are how second histories start; DealSlate does not have them.
The same model serves both — the difference is just which seats you fill.
Your members hold investor seats. Each deal gets a lead, members declare their own interest and amounts, the round closes in the open, and the group's record survives committee turnover. The base fee includes your first three investors; each further member is a small add-on, not another licence.
Your analysts hold Deal Team seats: they work the deals — documents, notes, diligence — without being priced as investors, because they are not. Admins arrange deals and access; the investing principals stay accountable for what was decided and why.
One plan. A base fee covers the firm and its first three investors; growth is a small add-on per seat.
Set up takes minutes. Your first three investor seats are already in the base fee.
Start your 30-day free trial