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The first end-to-end workflow solution set for the private equity and private credit industry
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DealMTRX™ simplifies the process for Borrowers to grow, enhance, and manage their lender relationships while also providing a streamlined workflow platform to execute and track deals.

DealMTRX™ lets Lenders define the criteria they require to consider deals. Lenders gain exposure to a broader array of possible borrowers yet see only those candidate deals that fit their profile.


Lender Discovery

Using DealMTRX™ unique search algorithm, Borrowers can specify custom search criteria to discover, refine, and connect with Lenders within our expansive database.


Upload your financials page and automatically generate a LBO model. Save hours of modeling time. Access on-screen from any device & download to Excel.

Deal Grid

Exchange and negotiate summary term sheets with multiple counterparties. Compare terms in totality or individually. Our software maintains a database of terms for quick access and meaningful evaluation.

Portfolio Management

DealMTRX™ Capital Markets Portfolio Manager simplifies reporting and portfolio management for Private Equity Firms. After onboarding, upload management reports and periodic financials, and our proprietary software updates portfolio information and tracks liquidity, counterparty exposure and maturity across the capital structures of your portfolio.

Workflow Management & Metasearch

Create, share, collaborate on documents and manage your projects using DealMTRX™ proprietary software solutions for document and negotiation. Our structured workflow enables rapid and reliable access to key documents within just a few clicks. Imagine no longer searching through email threads!

Use Metasearch on any device to retrieve and compare any two documents from any two deals at any time. Any document, any time, any device!

Data Security

Ensures cybersecurity best practices for every stakeholder in your deals.


DealMTRX™  is a new company with over 100 years of collective financial market and technology experience. Our team is led by people who have worked in private equity, lending and technology. We help Private Equity firms and Direct Lenders accelerate their transition from manual processes to simplified and highly efficient marketplace practices. Our approach to deal-flow introduces our clients to new opportunities in debt markets and facilitates fluid, data-driven decision-making. Our approach to portfolio management offers a simplified workflow yielding comprehensive results.

We’ve observed firms applying extensive levels of customization to CRMs and accounting tools.  We’ve seen firms struggle with enterprise solutions and also with desktop software.

In the US alone, the Private Equity industry is over two trillion dollars in size. As finance industry executives, we witnessed a lack of easy-to-use software solutions tailored to address Private Equity’s end-to-end workflows.

In response, we developed DealMTRX™ as Private Equity’s first end-to-end workflow solution. We developed DealMTRX™ on the principle of software serving people—and not the other way around. Our solutions give people more efficient workflows and faster answers to empower better decision-making.

The Team