The operating system for private market deals

Where deals go from chaos to close.

Pipeline, data room, AI Q&A, financial modeling, lender network, post-close — one platform from teaser to integration. Built for M&A firms running $5–50M deals.

No credit card required · 14-day trial · Invited guests always free
Used by deal teams running
search funds  ·  LMM private equity  ·  M&A advisory  ·  family offices  ·  corporate development
Why teams switch

Three outcomes, not 23 features.

Close more deals
Pipeline, AI memos, benchmarks — your team runs more deals without scaling headcount.
Stop reinventing the deal
Negotiation memory + clause library: deal #12 isn’t a fresh start. Every prior LOI is on tap.
Replace 6 tools with 1
Data room + modeling + tasks + closing + integration. Stop duct-taping Dropbox, Excel, Asana, and DocuSign.
The platform

Nine modules. One workflow.

01
Dual-side data room
Buyer + seller portals, permissions, version control, signed-NDA gates
02
AI Q&A + Workshop
Ask the data room. RAG over every doc with citations
03
Deal pipeline + CRM
Kanban, watchlist, IC memo builder, deal templates
04
Document engine
LOI / purchase agreement / NDA generation, redlining, clause library
05
Financial modeling
LBO, EBITDA bridge, earnout monitor, sensitivity analysis
06
Accounting diligence
QBO + Xero + NetSuite connectors with automated scrubs
07
Closing & escrow
MFA wire vault, funds flow waterfall, condition-precedent tracker
08
Lender network
Pre-vetted SBA + community bank + mezzanine lenders
09
Portfolio + 100-day
Post-close monitoring, integration plans, exit modeling
What nobody else has built

The moat that compounds with every deal.

Deal benchmark database
Every closed transaction contributes anonymized data on multiples, structures, earnouts. After 100 deals, you know what the market looks like — from inside it.
Pre-vetted lender marketplace
SBA, community bank, and mezz lenders that finance $3–30M deals. Submit a profile, get pre-qual responses, all without leaving the platform.
Negotiation memory
Every clause negotiated, every price accepted, every position that moved — searchable across your firm’s entire deal history.
Built by the first customer

“Legacy Capital runs every live deal through Arendel. Every friction point gets fixed before it ships to anyone else. This is software written by the operator using it.”

— Scott Hauck, Founder · Managing Partner, Legacy Capital
Pricing

One platform, four tiers.

14-day free trial on every plan — no card required.

Solo
Independent deal pros
$199 /mo
Pipeline + data room. 3 deals.
Most popular
Pro
Small PE + family offices
$999 /mo
+ AI Q&A · Accounting · IC memos
Team
Mid-market firms
$2,999 /mo
+ Broker portal · LP reports · SSO
Enterprise
Institutional shops
Custom
+ SOC 2 · Dedicated env · MSA
Common questions
Do I need a credit card to start the trial?
No. Sign up with email, use the platform free for 14 days. Add a card at the end if you want to keep going.
Can I invite buyers, sellers, and advisors for free?
Yes. Invited guests (buyers, sellers, lenders, QoE firms, outside counsel) get free access to deals you share with them — at whatever permission level you grant them: viewer, editor, or manager. Only your firm's own team members count toward your seat limit.
What happens to my data if I cancel?
Export everything anytime. We retain a 30-day grace period after cancellation, then permanently delete on request.
Is there a setup or implementation fee?
No. Sign up, invite your team, import a deal — most teams are working in under an hour.

Ready to see your deals move faster?

14 days · no credit card · cancel anytime