DealRoomIQ

DealRoomIQ is a web app (with optional mobile companion) for boutique and mid-market investment banks to manage live deal execution: buyer outreach, NDA/CIM tracking, diligence Q&A, management presentations, and weekly status reporting. It replaces fragile spreadsheets and scattered email threads with a single source of truth that automatically generates buyer lists, outreach sequences, and real-time pipeline dashboards. The AI layer summarizes inbound diligence questions, drafts responses from approved data room documents, and produces board-ready weekly updates with citations. It also flags deal risks (stalled buyers, missing diligence items, timeline slippage) and keeps an audit trail for compliance. This is not trying to “replace bankers”; it’s a pragmatic execution cockpit that saves hours per week per deal and reduces embarrassing misses. Expect long sales cycles and security reviews, but the ROI is clear when a team runs multiple concurrent deals.