Synthetic sample only

This page is checked-in demo data for local review and screenshot planning. It does not create buyer records, send NDAs, contact buyers, call Stripe, write to Supabase, run ads, spend money, deploy, or use real seller data.

Sample active Deal Room

Buyer pipeline, diligence, offers, and closing tasks in one workspace

The monthly Deal Room is for the owner who already has buyer-process records to manage. This synthetic view shows the paid value without using live records or changing production entitlement gates.

Business

ClearAir Mechanical

Asking price

$4,200,000

Deal Room

$145/mo

Confidentiality State

Identifying details wait until the owner approves access and NDA status is tracked.

Outreach remains owner-reviewed and manual. The workspace organizes the process; it does not send messages or buy ads.

Buyer Pipeline

Buyer	Stage	NDA	Offer	Next Risk
Northstar Facilities Group Owner referral	Due Diligence	Signed	$4.05M cash at close Cash buyer	Needs customer concentration detail before final offer
Lone Peak Search Fund Manual outreach draft	LOI Review	Signed	$3.85M with seller note SBA path	Financing timeline and seller-note terms need review
Metro Mechanical Holdings Industry relationship	NDA Sent	Awaiting signature	No offer yet Strategic buyer	Do not release identifying details until NDA is signed

Buyer

Stage

NDA

Offer

Next Risk

Northstar Facilities Group

Owner referral

Due Diligence

Signed

$4.05M cash at close

Cash buyer

Needs customer concentration detail before final offer

Lone Peak Search Fund

Manual outreach draft

LOI Review

Signed

$3.85M with seller note

SBA path

Financing timeline and seller-note terms need review

Metro Mechanical Holdings

Industry relationship

NDA Sent

Awaiting signature

No offer yet

Strategic buyer

Do not release identifying details until NDA is signed

Message Queue

Northstar Facilities Group

2 unread

Needs customer concentration detail before final offer

Lone Peak Search Fund

1 unread

Financing timeline and seller-note terms need review

Metro Mechanical Holdings

0 unread

Do not release identifying details until NDA is signed

Diligence Vault Readiness

Financials

8/10

Upload current-year interim P&L

Customers

5/7

Add top-10 revenue by account

Operations

6/8

Confirm vehicle and equipment list

Legal and Compliance

4/6

Add license and insurance renewal dates

Closing Checklist

Accepted LOI stored with buyer record
Diligence request list grouped by owner
Purchase agreement checklist started only after accepted offer
Attorney, accountant, and lender steps tracked without giving professional advice

Owner Task Queue

Seller

Open

Approve no-names teaser before any manual outreach

Due Today

Seller

Open

Review LOI structure with qualified counsel

Due Aug 8

Buyer

Waiting

Return signed NDA for Metro Mechanical Holdings

Due Aug 9

Seller

Open

Upload customer concentration schedule

Due Aug 12

Seller

Planned

Confirm transition support terms

Due Aug 15

Deal Room Control Map

The monthly workspace is valuable when it keeps the owner in control of evidence, permissions, and next steps. This sample shows workflow organization only: it does not qualify buyers, send outreach, send NDAs, provide professional advice, guarantee a closing, or change any live records.

Pipeline

Owner controls

Decide which conversations move forward and which stay paused.

Evidence tracked

Buyer source, NDA status, offer notes, financing path, and next risk.

Diligence

Owner controls

Choose which files are complete enough to share after confidentiality is handled.

Evidence tracked

Folder readiness, missing records, owner tasks, and request ownership.

Closing

Owner controls

Track professional-review steps without treating DealPilot as an advisor.

Evidence tracked

LOI status, purchase-agreement checklist, counsel/accountant/lender tasks, and handoff items.