Private equity, venture, corporate development, wealth, capital raising, and intermediaries each get a platform built around how they work, not a generic tool re-skinned.
A platform for every seat in private markets.
Today
A PE firm tracking an exit pipeline and a wealth manager summarizing illiquid holdings get shoehorned into identical workflows.
Generic labels force your team to translate every field into the terms your firm actually uses.
When the tool doesn't fit the seat, people quietly do the work outside it.
Serving a new firm type means another custom build, another budget, another six months.
With DealNexa
A platform built for your firm, around how you work.
The platform is built for private market deals. It carries the workflow, vocabulary, and features for your buyer type, so it feels made only for your firm.
Every platform reads the data room, pulls the financials, structures the deal, and tracks what changes. The same capabilities, shaped around the firm that uses them.
Upload the data room. The platform reads PDFs, decks, and spreadsheets so your team stops rekeying.
Pull the numbers, terms, and figures that matter, traced back to the page they came from.
Every document, note, and version lives in one structured deal record the whole team can use.
Track changes, signals, and risk across deals and portfolios long after the close.
No re-skinning. No forced workflows. Just software built around how you work.
Not a template. We learn your vocabulary, reporting lines, and documents before the platform is built.
Your platform handles documents, financials, deal records, and monitoring the way your team expects.
Your team gets a buyer-specific experience that actually fits how they work.
Each deal teaches the platform how your firm works, so the next one starts faster.
6
platforms, each built for one buyer in private markets
One
platform per firm
Encrypted
with full audit trails and role-based access
Leadership
Co-Founder & CEO
An independent sponsor focused on healthcare. His background is in enterprise sales and go-to-market across SaaS and fintech, and he has founded two companies and built the revenue and partnerships that grew them.
Florida International University
Co-Founder & COO
An independent sponsor focused on manufacturing and distribution. He pairs operational leadership with hands-on analytics, drawing on past leadership roles and applied data work.
Florida International University, B.B.A. in Management with honors
Advisory Board
Advisory Board
A global strategy and business development executive with over 30 years across strategy, M&A, and startup incubation. Former EVP of Strategy, Corporate Development, and Enterprise Marketing at Eliassen Group.
Boston College, B.A. in Economics
Advisory Board
A 15-year M&A and capital markets advisor with deep expertise in debt capital raising and execution. Completed over $3 billion in deals across healthcare, industrials, manufacturing, and tech.
Virginia Tech, B.S. CFA charter holder.
Advisory Board
A strategic corporate development leader with 60+ acquisitions across technology, software, commercial real estate, and professional services, at both public and PE-backed companies, with a focus on middle-market M&A.
Columbia Business School, MBA. Georgetown University, BS Finance.
DealNexa builds custom platforms for private markets. Each firm gets software made for its workflow, vocabulary, and buyer seat.
Generic platforms force every buyer into the same screens. DealNexa builds around how your firm works, so it feels like it was made for you.
Private equity, venture capital, corporate development, wealth management, capital raising, and intermediaries like brokers and placement agents.
The same underlying capabilities: reading documents, pulling financials, structuring deal data, and monitoring. Each platform is built around the firm that uses it.
Yes. Encryption at rest and in transit, role-based access controls, and full audit trails. We follow enterprise security practices and can share our security documentation on request.
Tell us how your firm works and we will show you the DealNexa platform built for it.
