
Replicate and re-use best-practice templates
Start faster and stay consistent with expert-built templates for every stage of the deal.
Take control of your deal preparation with Deal Workflow™. Centralise every checklist, RFI, task and document in one clear, digitised command centre, all before your deal goes live, all for free.

With Ansarada’s Deal Workflow™, you can kick off your transaction, collaborate with your team and advisors, and centralise every task and document from day one - all for free.
Purpose-built templates make it easy to get started, or customise your own workflows to match your strategy. Assign tasks, tag teammates, comment on issues, and track progress in real time — even in a Gantt chart view.
Keep your workstreams organised and locked down. When you’re ready to launch, sync everything straight into your data room.
Ditch the spreadsheets and fast-track your deal prep. With Ansarada Deal Workflow™, you can move from chaos to clarity — all in one centralised space.
Coordinate and collaborate with internal teams, streamline requests, and standardise your process with ready-to-use templates and customisable checklists.
No more double-handling. No more doc-hunting. Just one intelligent deal workspace where everything (and everyone) stays in sync.

Deal Workflow™ is built inside the Ansarada Platform, offering the same level of security and comfort that you’re used to.
It’s like the spreadsheets you’re used to, but better. It’s fully audited, secure, and integrated with the data room, giving you a single source of truth and transparency across preparation progress and across teams.

Stay in control and fully in sync. Assign, monitor and track task progress across your entire team from one central view. No more wondering who’s done what. Just instant clarity.
Start with expert-built templates or customise your own. Save, duplicate and reuse workflows to bring structure and repeatability to every transaction — without sacrificing flexibility.
Say goodbye to spreadsheet chaos. Import RFIs, trackers or project lists and instantly enhance them with automation, task assignment, and secure collaboration. Need to export? One click and you’re back in 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.
Ready to launch? Sync all your deal preparation documents directly into your Document Index. No copy and pasting. No delay. Just smooth execution.

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.
Ansarada Deal Workflow™ helps you manage your deal preparation with structure, speed and clarity so when the deal goes live, you're already a step ahead.