FAQ

Who manages Dealstack?

You and your advisers, just more efficiently. You control your data.

How do we onboard to Dealstack?

New deals – can be rolled out automatically within Dealstack.
Existing deals – our onboarding team assists end-to-end, working closely with your advisers as instructed.

What are your security certifications and attestations?

We are GDPR, ISO27001 certified and SOC 2 Type II audited. You can find more in our Trust Center.

What is your pricing?

Pricing is based on the complexity of your capital structures, waterfalls and employee equity. See the ROI section for more information.

Do you provide client references?

Yes, available upon request.

Every private equity deal is different, how does the product address deal specifics?

The platform is configurable to reflect bespoke structures, terms, and jurisdictional nuances.

Can Dealstack handle complex ownership structures across multiple jurisdictions?

Yes — the platform supports layered structures, cross-border entities, and jurisdictional tax/legal variations.

How does Dealstack handle FX or multiple ownership tracking?

FX rates and multi-currency tracking are embedded, with reporting available in base or functional currency.

Is the full onboarding managed through Dealstack?

Yes — our team manages the process end-to-end, supported by automation.

How long does it take to implement Dealstack?

Most clients are live in days, with timelines varying by deal complexity.

What support is provided during onboarding?

Dedicated account managers and technical specialists ensure a smooth rollout.

How do we migrate historical ownership data and documents into Dealstack?

Our onboarding process includes drag & drop imports with automated data cleansing and validation.

Do you offer training for internal teams and advisors?

Yes — training is provided for fund teams, portfolio management, and external counsel/advisors.

Are you GDPR compliant?

Yes — Dealstack is GDPR compliant.

Is data stored in the cloud?

Yes — Dealstack is cloud-based, multi-tenant, and hosted on AWS (London region).

What type of signatures do you support for execution of legal documents?

We support DocuSign and other leading e-signature providers, compliant with EU eIDAS and ESIGN.

We have an integration with Addo Sign, who’s underlying tech is the same as any other electronic signature. All signature standards are aligned with the eIDAS standards across Europe.

Do you conduct independent security audits?

Yes — we undergo regular third-party audits for SOC 2 and ISO 27001.