Ask your portfolio anything, anytime
Instant answers for your IC, your board and your LPs. No more chasing advisers or rebuilding spreadsheets to find out who owns what.
Trusted by deal teams from
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What every deal team tells us
The work behind every deal
Implement MIPs with full oversight
Your lawyers and advisers implement the MIP on Dealstack while you keep full transparency over every step: documents, KYC and payments, tracked in one place.
Every position, always current
One view of every entity, holder and instrument across the fund, updated as each transaction happens.
Any scenario in a few clicks
Test proceeds, ratchets and management returns at any multiple before IC asks.
Leavers and new hires, handled
Reallocate sweet equity and process leaver events without a round of adviser emails.
Run the MIP exit in one place
Collect signed powers of attorney and verified bank details from every holder, then communicate each person's proceeds, all tracked in Dealstack.
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“The transparency Dealstack provides is a game-changer. Having Dealstack as the truth for ownership structures ensures that management and deal teams are always aligned.”
Proven impact within case studies
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Questions from deal teams
How quickly can a new portfolio company go live?
Cap tables and MIPs can be implemented the same day at entry, built from the signed transaction documents rather than a spreadsheet handover.
How is this different from a cap table tool?
A cap table tool records who owns what. Dealstack connects every person, entity, transaction, legal agreement and ownership position into one auditable fund universe, so the numbers and the legal terms behind them always match.
Can it handle complex MIP and holding structures?
Yes. Sweet equity, ratchets, leaver provisions, multiple holding layers and employee trust vehicles are modelled as they appear in the legal documents.
Who else on the deal can use it?
Legal, finance, auditors, portfolio company management and investors can all be invited, with permissions controlled by you.
Is our data secure?
Dealstack is ISO 27001 certified, SOC 2 Type II audited and regularly penetration tested by independent third parties. You stay in full control of your data.
Can we bring existing portfolio companies onto Dealstack?
Yes. Existing cap tables, MIPs and transaction documents can be brought onto the platform, so current holdings and new deals sit side by side in one fund universe.
Your operations. Connected and in control.
Get a tailored walkthrough of Dealstack and see how it unifies data, documents, and workflows in one platform.
