Acquisition tracking
Deal Workspace
Organize what you have heard, what needs evidence and what to ask next.
Use short, sanitized summaries only. Do not enter confidential, proprietary, personal or non-public material. Use fictional or public information. Claims and evidence statuses are your reports, never AI verification. Privacy · Terms.
Browser saves are shared with anyone using this browser profile, are not encrypted or synced, and are lost if site data is cleared. Default page-memory deals disappear when you leave or reload.
Start with what you know
Deal overview
A deal alias and a few headline numbers are enough to begin. Open a section when you have more to add.
Use a project alias, not a legal company or personal name.
Identity
Core economics
Seller / transition
Business / risks
Use consistent currency and periods for all financial amounts. Blank fields remain unknown.
Keep the qualification attached
Facts & claims
Record short statements and their source context. A status is your assessment; AI does not verify a claim.
An adaptable tracker
Evidence
Track whether evidence is needed or has been reviewed by you. No documents are uploaded, and these statuses do not imply AI verification.
Make the next conversation useful
Questions
Keep unanswered questions visible. Adding an AI suggestion never marks it answered.
Move the investigation forward
Next actions
Choose concrete follow-ups. These are prompts for your judgment, not an investment recommendation.
AI gap review
A second look at your summaries
An educational review of entered information. Reported claims remain unverified.
Course concepts behind this review
Privacy, browser storage & data controls
Without browser saving, deal information stays in this page’s memory. If you explicitly save, sanitized deal information is stored in this browser using IndexedDB, under an opaque account namespace. That namespace is not encryption. Browser saves are not synced or suitable for confidential material. Shared browser profiles can expose saved information.
Only an explicit gap review sends the selected deal to the AI service. Explicit Call Coach transfers send only the context you approve between tabs. This workspace sends no analytics. AI requests use store: false; this is not a zero-retention guarantee. Service providers process requests under their own policies. Privacy · Terms.
Deletes Deal Workspace saves for all accounts in this browser and clears deals open in workspace tabs. Other site and account data is untouched.