Deal Operations

We handle the background work on every live process, so your deal team stays on the deal.

Your best people should be on the deal, not the admin around it.

Every live process generates a second job. Records to update. Files to name and store where the next person will find them. Trackers to keep current. Lists to segment. Sponsor and portfolio maps to redraw as holdings move. The work is detailed, recurring and essential to a well-run deal process, but it can land on people whose time is better spent elsewhere.

We take that work off them. Your originators and your execution team stay on the conversations, the negotiation and the judgement. Everything behind those things keeps running, because it is somebody’s actual job.

Current, not caught up on later.

The difference a dedicated team makes is rhythm. Trackers updated the day something moves, not the night before the pipeline meeting. Files where your firm keeps them, named the way your firm names them. Pipeline that reflects where things actually stand, so the reporting off it can be trusted without a reconciliation exercise first.

Your deal data does not travel.

Deal Operations analysts are allocated to your firm. Lists are never shared between clients. We work inside your systems, under access you grant and can revoke. ISO 27001 and ISO 9001:2015 certified.