Who this is for
Teams whose product is the transaction: M&A advisories, commercial real-estate operators, wealth and finance groups. Heavy documents, many external parties, unforgiving deadlines - and almost always, an operating stack of Excel and email that everyone privately distrusts.
From spreadsheets to an AI-ready platform
The deal lifecycle is the perfect candidate for the foundation-first path: structure the deals and documents in Dataverse, move external collaboration into a portal, and then put AI to work on a lifecycle it can finally see.
