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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

Algorithmic elastic search of counterparties to deal specifics.
Resulting in best match based on investment criteria and past deals

Lender Onboarding

One-click invitation, NDA exchange, counterparty tracking, Automatically updated Working Group Lists

Information Exchange

Purpose built deal-room
Electronic diligence tracking, submission and responses


Electronic term sheet exchange with multiple counterparties
Library of terms stored and indexed


Custom build Document Exchange software
Compare documents
Version control

Relationship Tracking

Record fees & interest
Track deals shown
Track liquidity & exposure

Data Security

With SOC2 and GDPR attestations and continuous monitoring, DealMTRX 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 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.

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. 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 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 platform is designed to ensure that Private Equity firms enhance and grow their Lender relationships and empower selection based on data. The design also allows all data on a deal to be secured, shared, un-shared and retrieved with ease.

Meet our team

DealMTRX in the Press

Ex-Banker Looks to Soothe a Private Equity Pain Point
August 15,2022
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DealMTRX to seek first institutional funding, CEO says
July 28, 2022
Read more

The Team