Send Smarter. Close Faster.
AI checks your deal room for missing documents, weak cover messages, and disorganized content before anyone else sees it.
No One Reviews the Room Before It Ships.
You assemble the documents, write a quick cover message, and publish. But nobody checks whether documents are organized logically, the cover message is compelling, or anything is missing. Gaps surface only after the deal stalls.
Reviewed Before You Send.
Before you publish, AI reviews your document organization, strengthens your cover message, and flags missing content. Your deal room goes out polished, persuasive, and complete.
Four Ways to Improve Before You Send.
Document Arrangement
Suggestions for how to organize your documents into logical groups based on their type and purpose. Separate your overview from your legal documents. Put supporting materials where viewers can find them.
Pre-Publish Review
A full review of your deal room before it goes live. Flags missing context, weak cover messages, and arrangement issues in one pass.
Hi Sarah,
Following our conversation about reducing procurement cycle time at TechCorp, I've put together a proposal focused on the three bottlenecks you mentioned.
Cover Message Drafting
A compelling opening paragraph for your recipient, written in context with your documents and their known background. Replace the generic greeting with something specific.
Content Gap Detection
Identifies what your deal room is missing based on the stage of the deal and the persona of the recipient. Fix gaps before they become objections.
Three Teams. One Review Before Every Send.
Send Proposals That Land.
Before sending a proposal to a CFO, Deal Coaching suggests grouping your financial and proposal documents separately and flags that the pricing document has no executive summary. You add the summary before hitting publish. The CFO replies within the hour.
Lead With What Investors Want.
Your deal room has a pitch deck, a financial model, and a term sheet in an unsorted folder. Deal Coaching suggests separating your overview materials from your financial documents so investors find what they need. The next investor navigates to traction in seconds instead of hunting through the folder.
Open With Their Objective.
Your cover message starts with pleasantries. Deal Coaching drafts an alternative that opens with the client's stated objective. You use the new version and the client replies in two hours.
Frequently Asked Questions
Deal Coaching Works Best With These.
Coach Every Deal Before You Send It.
Deal Coaching is available on the Growth and Scale plans. Start free and upgrade when you are ready to send rooms that win.