• The smart way to manage private equity contacts and deals

Deal Midas™

The Contact and Origination Management System for Private Equity

We saw too many firms tracking their relationships and deal origination with spreadsheets, emails, or products too generic or complex for the precise needs that private equity professionals have around managing their contacts and deal flow. We come from private equity and we knew there was a better way. Deal Midas is that way.

Functionality

Deal Midas™ is the attractively priced, cloud-based private equity Contact and Origination Management System. You need only a web browser to access the product, and the mobile app runs on either iOS or Android, making on-the-go use a snap. Your data within Deal Midas are secure and confidential, accessible only to you and others at your firm.

Deal Flow

Track all relevant data about each opportunity your firm sees, from the early stages of the deal all the way to the point of pass or successful close.

Contacts

Store contacts exclusively in Deal Midas or synchronize them with Microsoft Outlook.

Document Storage

Securely store CIMs, models, NDAs, resumes, and other files related to your deals and contacts.

Accessible Reports

Deal Midas comes with many ready-to-go and easy-to-run reports, which can be downloaded to Excel or PDF.

Email Campaigns

Deal Midas partners with Constant Contact to provide tools for creating and monitoring intelligently targeted email newsletters, marketing campaigns, and announcements to your contacts.

Scheduling

Deal Midas integrates with your Microsoft Outlook calendar, and you can also schedule tasks and reminders for other persons at your firm.

Analytic Features

Detailed charts give you visual representations of your relationships with investment banks and other deal sources.

Geocoding

Search and map contact addresses and analyze origination efforts by location.

Link Midas™

Online content such as company websites and professional and personal profiles are automatically matched to your contact data in Deal Midas.

Intellibrix™

Unique to Deal Midas, Intellibrix is a data mining tool for building ad hoc reports and performing trend analysis in your pipeline.

Customizable Dashboard

Choose from a menu of powerful charts and other widgets that track KPIs (key performance indicators) for the origination efforts by you and your team.

Color Customization

Customize the look and feel of your Deal Midas with different style templates.

About Us

Deal Midas is designed, built and hosted by Private Equity Technologies.

John Lanier, Co-Founder, CEO

John has worked with over thirty private equity firms, including operating partner and consulting roles. He holds a Doctor of Strategic Leadership degree from Regent University and is a GE Master Black Belt. John is also a frequent author—his book, Value-creation in Middle Market Private Equity, is published by Routledge.

Ken Morris, Co-Founder, CTO

Ken has designed and built software for private equity and other industries. He and his team create solutions that enable our clients to work faster and smarter. He holds a Master's degree from the University of Denver.

Contact Us

Contact us for questions, suggestions, or demo requests.