app.acquilink.com / transactions
Transactions
Pipeline
This Quarter
New deal
Active
—
Under Offer
—
In Diligence
—
Closed YTD
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Engagement
Buyer
Stage
Value
Sample Engagement A
Buyer A
Diligence
—
Sample Engagement B
—
Offer
—
Sample Engagement C
Buyer B
Closing
—
Sample Engagement D
Confidential
Marketing
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Illustrative interface · sample data
01
Originate & qualify relationships
- Unified CRM for leads, contacts, clients, and referrals.
- Lead assignment and CSV import/export.
- Prospecting and data enrichment.
- Appointment booking.
- Referral exchange with collaborators.
02
Prepare & market engagements
- Confidential listings.
- Seller intake questionnaires and meeting prep.
- Seller SDE and discretionary-expense recasting.
- AI-assisted CIM drafting with seller-interview transcript intelligence.
- Industry map and opportunity analysis.
03
Qualify & manage buyers
- Buyer acquisition profiles and criteria.
- Buyer financial capacity modeling and scenario planning.
- Broker inquiries on third-party listings with review reports.
- Inquiry and listing activity tracking.
04
Collaborate & close confidentially
- NDA e-signature automation gating CIMs and data rooms.
- Role-gated data rooms and document sharing.
- Seller, buyer, and collaborator portals.
- Transaction pipeline, key dates, and closing records.
Keep the history after the deal closes.
Preserve closing records, engagement documents, and cooperating-broker details in post-closing archives, so the relationship and its history stay connected.
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