Deal Management

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Use Case: Head of Deal Management

“We can’t deploy capital quickly and efficiently due to our time-intensive processes."


  • No transparency into deal activity across regional deal teams
  • Decisions take too long; we are missing on bid deadlines
  • I don’t want to email my junior team and wait for simple answers to questions I should be able to find
  • The team is getting pulled for ad-hoc; non-value reporting from multiple team members
  • We need more control and transparency over our deal valuation models


  • Something simple. We don’t need a CRM. We need a single place to mange all our pre & post investments
  • Each deal is unique. We need a separate process, valuation model, data, documents and activity for each deal
  • Need to see deal roll-up reports that match our process and format
  • Fast data importing, email integration, and real-time collaboration across our teams. I don’t want to my Analysts doing copy/paste work.
  • Reports need to integrate with market research platforms (i.e. Pitchbook) to help us with lost deal analysis

Customize dashboards

Meet your business’s needs. Summarize deal information and activities across the pipeline.

Design configurable workflows

Manage data, documents, activities, and individual offerings across all deals.

Automate accretion / dilution analysis

Automate across your portfolio to determine which deals enhance the overall investment portfolio.

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Mercatus Overview

The Mercatus Overview document will help introduce data challenges of GPs & LPs and highlight the Mercatus Frameworks & Features that help solve such challenges.

Faster Decisions; Lower Risk

The growing complexity and diversity of investments, along with increased regulatory scrutiny and operational risk, are putting more pressure on deal teams to be fast, accurate, and efficient - all while juggling larger and larger volumes of data.

Key Questions to Ask

  • How much time does the deal team spend finding/normalizing data and generating reports?
  • Does your ability to scale require proportional headcount growth?
  • Can your deal teams move fast to diversify into new asset classes and geographies?

The Power of Centralization

At Mercatus, we help centralize and control the data + workflows, so you can focus on the value-add analysis to make decisions with confidence and speed - every time.

“It has become abundantly clear to me as our business continues to get more complex and our margins continue to compress, we must start to look to data and technology to drive our next phase of growth or we will not survive.”

CEO, Large Global Investment Manager

Key Deal Management Problems We Solve:

Fast, Accurate Investment Decisions

From centralized data access and control (no more manual, time-intensive processes)


Sensitivity and valuation analyses show you not only what happened, but what’s likely to come in any scenario (no more rear-view mirror only)


From being a data-driven decisionmaker, because the truth is in your data (no more mistakes, gaps, missing information, lack of confidence)

Discover More

Learn how we’re solving deal management challenges. View our Client Success Stories or request your own personalized demo.

Deal Management Overview Video

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