Deal Room

Overview

A company’s real profile on Systematic can’t be edited.

So when a company or one of its investors wants to raise more money, they create a separate deal profile instead - built to hold fresh numbers and documents, and share it with new investors without touching the real profile underneath.

Problem

Raising money means earning trust, and the old process worked against that.

• Everything lived in a different space: documents on Drive, NDAs on paper, real conversations on calls - so nothing about the process actually felt trustworthy.
• Nobody could see who’d viewed a deal, signed anything, or shown real interest, so founders kept repeating themselves on every call.

Solution

We gave the deal its own space to hold the whole process, instead of scattering it further.

Output

• Create Deal action, right on the company profile
• Deal profile page with document upload
• In-app NDA signing (default, custom, or reusable template)
• Share and access control - grant or revoke anytime
• Engagement dashboard, per-person status
• Invite flow for the investor being brought in

Outcome

Once deal-making moved into one place, the numbers followed.