Origination and intake
Capture shareholder objectives, deal rationale, timing, stakeholders and early signals immediately.
Meetwise for M&A
Keep every deal moving. Lose nothing between meetings.
Meetwise turns origination calls, management meetings, due diligence, negotiations and internal deal-team updates into a complete deal memory with risks, commitments and next steps.
Every deal
one searchable trail from first conversation to closing
Meeting intelligence
Project Atlas · Buyer meeting
43 min · 9 participants · Phase II
Buyer prioritiesData roomClosing
Detected signals
- Price mechanism added as open issue
- Data request assigned to workstream lead
- Next management call prepared
TranscriptIntelligenceActions
Built for deal execution
From first introduction to closing, every signal stays with the deal
Meetwise connects every conversation around the same transaction, so the team knows what was said, what remains open and who moves the deal forward next.
Management meetings
Bring business model, market, forecasts, management questions and commercial concerns together.
Due diligence
Turn Q&A, issues, data requests and dependencies across every workstream into one current view.
Negotiation and closing
Track positions, conditions, commitments, documents and closing actions without fragmented notes.
Deal flow without administration
Every meeting becomes a useful deal update automatically
Meetwise understands the transaction context, structures what changes commercially and operationally, and moves actions to the deal team and its systems.
Capture
Record in-person, online and phone deal conversations through the same Meetwise workflow.
Connect
Companies, contacts, deal stage and workstreams stay linked to the right transaction.
Analyse
Meetwise extracts priorities, issues, commitments, questions and commercial signals.
Execute
The deal record, action list, follow-up and next-meeting preparation update automatically.
Deal intelligence
Everyone works from the same current deal context
No reconstruction from inboxes and notebooks—one history of what is moving the transaction forward or holding it back.
What Meetwise captures automatically
Buyer and seller priorities
Issues and exceptions per workstream
Data requests and open questions
Negotiation positions and conditions
Commitments, owners and deadlines
Preparation for the next deal meeting
Connected to your deal stack
From conversation to CRM, deal platform, task and follow-up
Meetwise moves deal notes and actions into DealCloud, Intapp, Salesforce, Dynamics 365 and Microsoft workflows while keeping participants and companies connected to the transaction.
EU-hosted workspace · deal-team access · automation per organization and workflow
Common systems in this workflow
Test it on a real deal
See one deal meeting become a complete deal update
Use an origination call, management meeting or DD session. Meetwise immediately shows the risks, actions and signals that would otherwise disappear between meetings.