DealOS Dashboard
Monitor deal pipelines, track due diligence, and streamline your deal flow.
Connected Systems
HubSpot CRM
Datasite
Contract AI
Apollo
PitchBook
CapIQ
LinkedIn
NetSuite
Lemlist
Instantly
Last sync: 3 min ago
|156,847 data points|23 pending tasksAI Engines
Deal Sourcing
Clay
Outreach
DD Processor
Financial
Risk Assessment
Portfolio Intel
+8 MoM
47deals
Active Deal Pipeline
CRM (HubSpot)
On track
3
DDs In Progress
DD Processor
7 urgent
23
Pending Tasks
All Systems
-1.3h
4.2hours
Avg Task Resolution
Task Hub
Pending Tasks
Human-in-the-loop review queue
9tasks
7urgent
URGENT (7)
Contract Analysis:TechCorp AG
Change of control clause review
2h ago@JM
Contract Analysis:TechCorp AG
IP assignment gap identified
3h ago@JM
DD Processor:TechCorp AG
Financial extraction validation needed
3h ago@JM
Portfolio Intel:PortCo G
Revenue 18% below budget
4h ago@SP
Outreach Engine:CloudTech AG
Positive response received
8h ago@AA
Financial Engine:DataFlow GmbH
Valuation outside peer range
6h ago@JM
Sourcing Engine:Various
3 new thesis matches need review
12h ago@AA
STANDARD (2)
DD Processor:DataFlow GmbH
Document classification (4 items)
1d ago@JM
Contract Analysis:DataFlow GmbH
Standard terms confirmation
1d ago@JM
Deal Pipeline
synced from HubSpot CRM
Sourced
234
234
(AI: 189, Manual: 45)
Outreach
87
87
(Response rate: 12%)
Initial Review
47
(Avg score: 78)
Deep Dive
12
Due Diligence
3
Negotiation
1
Closed (YTD)
2
Conversion: Sourced → Closed = 0.9%(industry: 0.5%)
Last update: 3 min ago