The deal page

What’s on it

• Header: the deal name (click the pencil to rename it), a link to the source, price, SDE, multiple, location, sector, and the stage and assignee dropdowns.
• Broker: link an existing contact or add a new one. Edits update the shared contact in your broker contacts. Save to phone shows a QR code your phone’s camera opens as a new contact, or downloads a contact card (.vcf).
• Analysis: comps, the leverage brief, and stage guidance that tells you what to do next.
• Diligence checklist, Documents, and Notes, described in their own articles.
• Activity (the history icon at the top): who changed what, most recent first.
• Chat (Show chat): talk the deal through with numan.

Notes

Notes are visible to your whole workspace. Use them for calls, follow-ups, and findings. Type @ to mention a teammate. A note can be up to 10,000 characters.

Removing a deal

Remove deal at the top deletes the deal and its notes. To destroy NDA-covered files but keep a record of the deal, see Purging a deal’s documents.