Deal management software for advisers who run the process

What it covers

• A pipeline of every live mandate by phase, with deal value and the success fee at stake.
• Five phases from pitch to close. A partner approves each move, and the reason is on record.
• A conflict check across your clients, mandates and counterparties before you accept a mandate.
• A buyer and investor tracker: approached, NDA signed, information memorandum sent, bid received, preferred bidder.
• A data room for buyers, linked to the tracker, with NDA acceptance, watermarks, redaction and Q&A.
• The success fee worked out from the mandate terms and invoiced when the deal closes.

Controls that protect the firm

An information memorandum cannot be marked as sent to a party without a signed NDA. Nothing is released to buyers until a partner approves the teaser, the memorandum and the buyer list. Only a partner chooses the preferred bidder. Every step is written to a log that cannot be edited.

Deal flow for buy-side teams

If you are a fund tracking hundreds of inbound opportunities, you need sourcing, email capture and third-party company data. Stowbill does not do those. Tools such as DealCloud, Affinity and 4Degrees are built for that work. Stowbill fits firms that run a smaller number of mandates end to end.

Price

Flat per user, from $39 a month on the Advisory plan, with a minimum of five users. Outside buyers and clients are free, and there is no charge per deal or per page.

Not available today: AI features, page-by-page viewing analytics, email and calendar sync, a mobile app, and SOC 2 or ISO 27001 certification. If you need one of these now, a larger vendor will suit you better.

Questions