Before buyers or prospects are ready to enter the data room, use our deal marketing tool to help you prepare, send and rack NDAs, IMs, and teasers — all from one secure platform.
Manually tracking deal marketing documents and activities can be time consuming and fraught with human error, making it difficult to track buyer activity.
With Deal Workflow™, you can prep, store and send your early-stage marketing assets like NDAs, IMs, teasers — all in one place. No more version control confusion or missed follow-ups.
Share materials securely outside the data room with Secure File Share with custom link expiry, Remote Self Destruct, document destruct, and approval workflows — so you stay in control until they’re ready for due diligence.
Speed up your early-stage outreach and cut out the manual work.
With Deal Workflow™, you can streamline deal marketing tasks, collaborate seamlessly across teams, and complete requests in half the time — all from one platform.
Use purpose-built templates to standardise your NDAs, IMs, and teasers, so you can focus less on admin and more on momentum
Deal Workflow™ is built inside the Ansarada Platform, delivering the same level of security and seamless experience you know and love.
It’s like the spreadsheets you’re used to, but better, purpose-built for deals. It’s fully audited, secure, and integrated with the data room, giving you a single source of truth and transparency across marketing, preparation and due diligence so you can track, manage approval and collaborate effortlessly across teams – all in one place.
Stay in control with a live view of every task. Assign, monitor, and track deal marketing progress across your team — all from one centralised dashboard. No more guessing who’s done what. Just instant clarity, from outreach to execution.
Build repeatable workflows that scale. Use expert-built templates or customise your own. Save, duplicate, and reuse across every deal — bringing consistency and speed to your process, without sacrificing flexibility.
Spreadsheets have their limits. Deal Workflow doesn’t. Import your NDA trackers and contact lists in seconds, and instantly upgrade them with smart automation, secure sharing, and audit-ready tracking. Need an export? One click back to Excel.
Upload all your deal documents upfront and use the data gauge to get a smart data usage estimate to choose the right plan. Need to switch? You're in control until launch.
Get full access to Deal Marketing tools — including task management, templates, document tracking, and secure sharing — all for free. You only pay when your data room goes live. Until then, it’s all upside.
Start faster and stay consistent with expert-built templates for every stage of the deal.
Bring your team and advisors together in one secure platform.
Know what’s done, what’s next, and who’s responsible.
Capture attention, track activity, and protect sensitive documents with secure Deal Marketing tools. Free to use until your deal goes live.
