Unified deal workspace
Replace Excel trackers, Dropbox links and inbox archaeology with one room for documents, tasks, stages and buyer activity.
Secure deal management for UK mid-market M&A
Run every deal room, model and bidder question from one branded workspace.
Closing Room Pro replaces Excel trackers, Dropbox chaos and manual Q&A with a secure operating system for boutique advisors, corporate finance teams and acquisition entrepreneurs.
No credit card required. Built to make one live room become a habit.
Features
The deal room your advisory workflow has been missing.
Six core capabilities address the moments where live deals usually spill into spreadsheets, private inboxes and undocumented decisions.
Client portal and secure Q&A
Give vendors, buyers and internal teams a controlled portal with threaded questions, assignments and clean response history.
Financial models and analysis
Keep diligence packs, 3-statement models, comparables and investment views connected to the live deal record.
Document control
Organise diligence folders, protect sensitive files with watermarking, and keep version history visible to the advisory team.
Audit trail and compliance
Track access, document views, decisions and activity so regulated teams can evidence process without manual reconstruction.
White-label firm portal
Present a polished branded experience for clients and bidders, with white-label portals available for advisory practices.
How it works
From mandate to closing record in four repeatable steps.
1
Open the room
Create a secure workspace from your deal type, add the team and structure folders for diligence.
2
Invite the parties
Share a branded portal with clients, bidders, lenders or lawyers and control what each group can see.
3
Run diligence
Manage files, Q&A, financial models, NDA requests, bidder groups and milestones in one controlled workflow.
4
Close with evidence
Export activity, report progress and keep a complete record when the transaction moves to signing.
Value
Protect advisory margin by removing low-value coordination work.
The ROI is not another file store. It is fewer status meetings, fewer missed emails, cleaner client presentation and an audit trail your team does not have to rebuild after the fact.
1
controlled workspace instead of scattered tools
30
days to build advisor and client habits
5-20
annual deals supported for focused boutiques
Who it is for
Built for teams that need client polish without enterprise bloat.
Purpose-built for UK transaction teams that need secure process, credible presentation and less manual coordination.
UK mid-market M&A boutiques
Built for 3-20 person firms running 5-20 deals a year, where delivery quality depends on repeatable process.
Corporate finance arms
A dedicated deal operating layer for accountancy CF teams that need compliance, visibility and client polish.
Search funds and acquisition entrepreneurs
Keep targets, investor updates, diligence packs and offers organised while moving quickly between opportunities.
IFAs and business brokers
A professional client portal for GBP 1-20m transactions without stitching together generic storage and email.
Pricing
Start with a real deal room. Upgrade when the process sticks.
All paid tiers are designed around advisory team size, live deal volume and storage needs.
Solo Advisor
Starter
£
149
/moFor independent advisors and brokers formalising their first repeatable deal process.
Start 30-day trial- 1 user
- 5 deal rooms
- 5GB storage
- Financial modules
- 30-day free trial
Boutique
Professional
£
449
/moFor small teams managing several live transactions with controlled buyer communications.
Start 30-day trial- 5 users
- 25 deal rooms
- 50GB storage
- Q&A workflow
- Watermarking and email
Advisory Practice
Firm
£
949
/moFor advisory practices that need branded delivery, bidder segmentation and firm-wide oversight.
Start 30-day trial- 15 users
- Unlimited rooms
- 200GB storage
- Bidder groups
- NDA e-sign and white-label
Custom
Enterprise
POA
For larger advisory, finance and corporate development teams with integration requirements.
Talk to sales- Unlimited users
- SSO
- API access
- Custom domains
- Implementation support
Give your next transaction the room it deserves.
Launch a branded room, invite the team and run diligence from one secure workspace for 30 days.
Setup in minutesSecure by default