Run your deal like clockwork with Deal Workflow™

Deal Workflow™ is a project management tool for advisors to digitize all their workstreams and get clarity and control across the full deal lifecycle.

Bring together the multitude of moving parts and centralize all your deal activity 

Project management tools and digitized checklists track progress at every stage

Control every aspect of your transaction from start to finish

Standardize processes so they can be templated, replicated & reused


Start preparing for your deal using Deal Workflow™ today.

Your workflow, your way

Automate tracking

Assign users, roles, tasks and security, then benefit from a streamlined, low-touch workflow

Customize your workflows

Create your own workflows to make all of your deal marketing, preparation, execution and integration processes more efficient

Elevate your deal process

Create and present seamless, sophisticated client experiences and illustrate your strengths to the market

Reduce risk

Avoid teams internally and externally
working in siloes, reduce emails by up to
50% and put an end to un-secure and
disorganized project management

Maintain efficient engagement

Monitor progress across multiple
projects and create accountability among teams; identify bottlenecks and reduce unexpected issues and delays

End Excel hell

Standardize critical processes and get the entire business aligned around what it takes to deliver the best outcomes

Do all your deal preparation for free


Use Ansarada to get set up, start preparing, and collaborating with your team and external advisors in the one centralized location - all for free. 

Our Workflow tool is a project management space that has been built directly into your Deal room to give you a frictionless deal management experience, giving you greater efficiency, and eliminating the need for multiple different systems. 

You'll have: 

  • An integrated project management space that sits right in your deal room for the entire deal span (including marketing and preparations beforehand, to executing due diligence, and running integrations and reporting afterwards) 
  • A complete audit trail on each project and deal item, including who created it, updated it, or uploaded documents, giving you full visibility and confidence 
  • The ability to quickly and easily filter by items that are assigned just to you, ones that are due this week or those that are overdue and need immediate attention 



End-to-end platform

Supporting every stage of the deal lifecycle

Workflow is built right into the Ansarada Deals platform so that you can use it to prepare for free before even opening your Data Room.

Once your Data Room is active, use Workflow alongside your room to govern information, people and dates in real time and always know exactly how you are progressing.

Once the deal is closed, use it for a smooth and swift integration process to map out and execute your 100 day plan.

Single source of truth

Your single source of truth

Ansarada’s Deal Workflow tool is a dashboard to monitor your complete deal lifecycle.

Workflow allows you to customize checklists and create your own workflows in minutes to manage multiple projects at every stage of the deal - from strategy and deal marketing through to closing and post-deal integration. 

The dashboard gives you an overview of all your different projects, so you can track everything your team is working on without wasting time searching for it. 

Digitize your checklists

Use Deal Workflow™ to:

  • Track non-disclosure agreements and process letters 
  • Track progress of deal preparation 
  • Manage key contacts 
  • Track ITTs and issues 
  • Track key milestones & dates 
  • Digitize your due diligence checklists 
  • Collaborate internally and externally 
  • Monitor team engagement and accountability
  • Prioritize your different workstreams
  • Track multiple projects simultaneously 

And anything else you can think of.

gantt chart

Visualize your workflows for total oversight and control

View projects in a checklist format or visualize your workflows in an interactive Gantt chart. Collaborate with your teammates internally and externally. Assign tasks, highlight high-priority items, and significantly reduce the amount of risky emails in the process. 

import to excel

From complicated spreadsheets to completed in seconds

Transfer all your work from Excel - your own due diligence checklists, workflows, document requirements and processes – and work on them securely. Import your customized information and harness the power of automated deal preparation and reporting.

Export it back to Excel if you need an instant snapshot in an Excel file format.


Goodbye duplication. Hello turbocharged templates.

Save your favourite Workflows as templates so you can reuse them on future projects. Now you can save time and cost every time you kick off a deal.
Once your go-to checklists are in the Deals space, they can quickly be replicated and re-used for the fastest possible setup of your next transaction.

Templating is the key to standardizing all your workflows on Ansarada. Share best-practice with your teams and track progress with complete visibility and control. Adapt and improve your templates as you use them to get more efficient and perfect your processes over time.

Automate your workflow, simplify your deal

Deal Workflow™ is free to use with Ansarada Deals™ - the total transaction management platform modern advisors rely on for their clients’ most critical outcomes.
Get a quote and a free Data Room