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DealGlass, also written as Deal Glass, the underwriting engine for private credit.
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The underwriting engine for
private credit.

Data Room
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Diligence
Package

Secure Data Rooms
without Limits

  • Upload any size, any format
  • Auto-organizing
  • Diligence list check
  • Auditable
  • AES-256 encryption
PDF
CIM.pdf
X
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Financial Model.xlsm
X
Cap Table.xlsx
PDF
Amendment.pdf
PDF
409A Valuation.pdf
PDF
Board Minutes.pdf
X
AR Aging.xlsx
W
Customer Contract.docx
CIM received
Financial model verified
Cap table reconciled
409A valuation reviewed
Customer contracts filed
09:41:02CIM.pdf uploaded by J. Smith
09:41:03Financial Model.xlsm opened by M. Chen
09:41:18Cap Table.xlsx downloaded by K. Patel
09:42:05Amendment.pdf v2 replaced by J. Smith
09:42:31409A Valuation.pdf opened by M. Chen
09:43:12Board Minutes.pdf added by K. Patel
09:43:44Customer Contract.docx shared externally
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Your Work Product

Diligence checklist, model, and memo. Your templates, filled in one click.

Diligence checklist Diligence Checklist
Financial model Model
Credit committee memo Memo