Linchpin
RC
New Deal · Setup·Step 1 of 5

Create new deal

  1. 1
    Deal info
    Name and type
  2. 2
    Connect VDR
    Provider & folder
  3. 3
    DD tracker
    Master columns
  4. 4
    Invite team
    Email or link
  5. 5
    Review
    Confirm setup

Deal info

Name your deal and pick the engagement type. You can change anything later.

Internal-only project name

Tip: most banks use a non-revealing codename until announcement.

Sell-side
Advise the seller. Manage VDR + buyer DD.
Buy-side
Advise the buyer. Submit DD requests on a target.
TMT
Optional