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pactate

A focused workspace for deal teams

Move every
mandate forward.

Bring mandates, counterparties and follow-up into one focused workspace.

Assisted onboarding. A workspace for your firm.

Mandate workspaceIllustrative data

Clarity on the next move.Your team. Your pipeline.

  • Project CedarGrowth equity
    Shortlist
  • Project HarborAcquisition
    Outreach
  • Project AtlasDebt + equity
    Review
From the bigger picture to the next conversation.
01 /

Keep mandates in focus.

A clear view of your priorities and each mandate’s next steps.

02 /

Know your counterparties.

Bring profiles, criteria and participation stages together.

03 /

Make follow-up deliberate.

Keep activities, owners and outstanding tasks in view.

One firm. One shared workspace.

Proposed launch plan · Up to 3 users

USD 59/ firm / month

Assisted onboarding. A workspace for your firm.