CRM for M&A advisory, private equity & venture capital

The next-generation CRM for M&A, PE and VC

We bring a CRM into your Claude.

DealLoft moves into your existing IT environment — Microsoft 365 or Google Workspace. Email, calendar and contacts sync automatically. No switching, no double entry.

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AI-FIRST, NOT AI-STUFFED

We didn't bolt AI onto a CRM. We plugged a CRM into your AI.

Deal teams already think out loud with Claude, ChatGPT or Gemini — not in a fourth browser tab. DealLoft shows up there as a tool: pull up a mandate, check the pipeline, log a call, draft outreach — straight from the conversation already happening.

Talks to your AI assistant

Claude
ChatGPT
Gemini

Syncs with your suite

Google Workspace

Gmail
Google Calendar
Google Meet

Microsoft 365

Outlook
Microsoft Teams

* via MCP — availability depends on your assistant supporting external connectors

Claude

What's the status on Project Meridian?

search_mandates

list_bids

list_activities

Project Meridian is in due diligence — data room open since Tuesday, two indicative offers between €18m and €22m. The associate on it hasn't logged a call since Thursday.

Tools called · MCP

Claude

The Project Northstar lead is won — turn it into a sell-side mandate and set up the five buyers from our shortlist.

convert_lead

create_mandate

add_pipeline_entries

create_task

Created sell-side mandate “Project Northstar” from the won lead and copied your default stages. Added the five shortlisted buyers — two strategics, three financial — to the Longlist. Kickoff task assigned to you for Monday.

Tools called · MCP

Claude

Start a Q2 buy-side campaign for our client's search profile and load in every matching company.

get_company

search_companies

create_campaign

create_lead

add_leads_to_campaign

Created campaign “Buy-side Q2”. Matched 14 companies to the €40–60m revenue / DACH / founder-owned corridor, created a lead for each and attached them. Two were already leads — linked, not duplicated.

Tools called · MCP

A CRM that knows the M&A process

The features work from your own data and show how a number was reached.

Two pipelines: origination and mandates

The origination pipeline runs leads from first idea to pitch, with source, next step and decline reason. A won lead becomes a mandate in one click. Every mandate carries its own bidder pipeline, where each bidder has its own status.

Bid matrix and fee calculator

Every offer on a mandate sits side by side: price, structure, earn-out, conditions. The fee calculator walks the Lehman scale tranche by tranche and nets off retainer and minimum fee.

Teaser check before it goes out

A scan compares the teaser against the client's record: name, address, domain, exact figures, register number. For each hit it says why it makes the client identifiable. Redacting is one click.

Analysis from your closed deals

Stage durations, conversion per stage and recurring decline reasons, computed from your closed mandates. Only comparable mandates count. With too little data the report shows nothing rather than inventing a number.

Capture by voice

Calls, bids, tasks and notes can be dictated, in German or English. Each record's history brings comments, activities, emails and meetings into one list.

All of it in the assistant too

DealLoft exposes 66 tools over MCP. The assistant reads the pipeline, logs the call, builds the campaign, compares the bids. Access is limited to your permissions and granted once via OAuth.

The next-generation CRM for M&A, PE and VC

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