Where deals go from chaos
to close.
Deal management software built for lower-middle-market M&A firms doing $5–50M transactions.
Pipeline, data room, AI Q&A, financial modeling, lender network, post-close — one platform from teaser to integration. Built for M&A firms running $5–50M deals.
No credit card required · 14-day trial · Invited guests always free
Used by deal teams running
search funds · LMM private equity · M&A advisory · family offices · corporate development
Why teams switch
Three outcomes, not 23 features.
→
Close more deals
Pipeline, AI memos, benchmarks — your team runs more deals without scaling headcount.
∷
Stop reinventing the deal
Negotiation memory + clause library: deal #12 isn’t a fresh start. Every prior LOI is on tap.
⊕
Replace 6 tools with 1
Data room + modeling + tasks + closing + integration. Stop duct-taping Dropbox, Excel, Asana, and DocuSign.
The platform
Nine modules. One workflow.
01
Dual-side data room
Buyer + seller portals, permissions, version control, signed-NDA gates
02
AI Q&A + Workshop
Ask the data room. RAG over every doc with citations
03
Deal pipeline + CRM
Kanban, watchlist, IC memo builder, deal templates
04
Document engine
LOI + NDA generation, APA redlining, clause library, DocuSign envelopes
05
Financial modeling
LBO, EBITDA bridge, earnout monitor, sensitivity analysis
06
Accounting diligence
QBO + Xero connectors — auto scrubs for customer concentration, EBITDA bridge, related-party detection
07
Closing & escrow
MFA wire vault, funds flow waterfall, condition-precedent tracker
08
Lender portal
Invite lenders and receive SBA / community bank / mezz term sheets in one place
09
Portfolio + 100-day
Post-close monitoring, integration plans, exit modeling
Enterprise controls · Day 1
Built for firms that treat security as table-stakes.
Not "roadmap items." Not "on the enterprise plan only, ask sales." Real controls, wired in code, on by default.
Require 2FA for the whole team
Flip a switch in Firm Settings — every teammate gets middleware-enforced 2FA on next request.
IP allowlist (CIDR)
Restrict access to your office network(s). Enforced at the middleware, no VPN required.
Session timeout controls
Per-org auto-signout after N minutes of inactivity.
Watermark every download
PDF + Office docs auto-watermarked with viewer email + timestamp on download.
AES-256 field encryption
Deal financials (purchase price, cap structure) encrypted at rest with per-org keys.
Per-doc + per-user confidentiality
Mark docs CONFIDENTIAL, hide financials from non-owners, scope per-user visibility.
Audit log + CSV export
Every read, every mutation, every download — searchable, exportable, retained.
Break-glass support access
Time-boxed, reason-string, every read logged to your org audit log. No "silent admin peek."
AI budget cap with live meter
Monthly AI cap per tier. Pauses cleanly when hit — no surprise overage bills, ever.
Integrations: Slack · Teams · Gmail · Google Calendar · Google Drive · Zoom · DocuSign · QuickBooks · Xero
What nobody else has built
The moat that compounds with every deal.
∷
Deal benchmark database
Every closed transaction contributes anonymized data on multiples, structures, earnouts. After 100 deals, you know what the market looks like — from inside it.
⬕
Pre-vetted lender marketplace
SBA, community bank, and mezz lenders that finance $3–30M deals. Submit a profile, get pre-qual responses, all without leaving the platform.
⬢
Negotiation memory
Every clause negotiated, every price accepted, every position that moved — searchable across your firm’s entire deal history.
Built by the first customer
“Legacy Capital runs every live deal through Arendel. Every friction point gets fixed before it ships to anyone else. This is software written by the operator using it.”
— Scott Hauck, Founder · Managing Partner, Legacy Capital
Pricing
One platform, four tiers.
14-day free trial on every plan — no card required.
Free
Solo evaluators
$0 /mo
1 deal · Pipeline · Data room · AI red-flag scan
Most popular
Pro
Small PE + family offices
$999 /mo
+ AI Q&A · QBO/Xero scrubs · IC memos · Watermarking
Enterprise
Institutional shops
$1,899 /mo
+ 2FA enforce · IP allowlist · Audit export · SOC 2
Custom
Multi-fund + brokers
Custom
+ Dedicated env · Custom MSA · White-glove onboarding
Common questions
Do I need a credit card to start the trial?
No. Sign up with email, use the platform free for 14 days. Add a card at the end if you want to keep going.
Can I invite buyers, sellers, and advisors for free?
Yes. Invited guests (buyers, sellers, lenders, QoE firms, outside counsel) get free access to deals you share with them — at whatever access level you grant them: viewer, editor, or owner. Scoped roles for outside counsel, bankers, and accountants available too. Only your firm's own team members count toward your seat limit.
What happens to my data if I cancel?
Export everything anytime. We retain a 30-day grace period after cancellation, then permanently delete on request.
Is there a setup or implementation fee?
No. Sign up, invite your team, import a deal — most teams are working in under an hour.
Ready to see your deals move faster?
14 days · no credit card · cancel anytime