Deal Room: Secure Document Sharing With Your Investors

Every deal accumulates documents: the OA, subscription agreements, property inspections, appraisals, insurance certificates, environmental reports, financial statements. They start in your email inbox, move to a shared Google Drive, and eventually scatter across three different folders with names like "Final_v3_SIGNED_updated."

deeltrack's Deal Room is a per-deal document repository — organized, categorized, and accessible to your investors through the LP portal.

How It Works

Each deal has its own deal room. Upload documents by dragging and dropping files, and they're automatically stored in Firebase Storage with the deal as the organizing principle.

Document Categories

Every document is categorized for easy retrieval:

You can categorize documents manually, or let the AI auto-categorize them on upload. Upload an environmental site assessment and deeltrack tags it as "Environmental" with 99% confidence — no manual filing needed.

LP Access

Documents in the deal room are accessible to investors through the LP portal. When an LP logs in and navigates to a deal they're invested in, they see the documents organized by category.

This means your investors can access their subscription documents, quarterly reports, and property inspection reports without emailing you. Self-service — the same principle as the K-1 Vault and distribution history.

Subscription Document Tracking

Pulse flags deals that have investors but no subscription documents in the deal room. This is a compliance signal — if you have commitments, you should have signed sub docs. The reminder ensures nothing falls through the cracks during a busy closing.

Document History

Every upload is timestamped and attributed. You can see who uploaded what, when, and to which deal. This creates an audit trail for document management — useful when you need to prove when a document was made available to investors.

Integration With AI Tools

Documents in the deal room can be fed into deeltrack's AI tools:

• Document Review — compare a legal doc against the deal terms
• Variable Extraction — pull structured data from an OA
• Auto-Categorization — let AI tag and name the document

Upload a document, let AI categorize it, review it against your deal data, and make it available to LPs — all from the same page.

Why Not Just Use Google Drive?

You can. Many sponsors do. But Google Drive doesn't know anything about your deals, investors, or compliance requirements. It's a generic file store.

deeltrack's deal room is deal-aware: documents are linked to a specific deal, visible to the right investors, flagged by compliance checks, and parseable by AI. It's not just storage — it's structured document management designed for syndication.