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See CapBench in action
One dashboard to manage every deal, track every buyer, and know exactly where things stand. Here is what your advisor command center looks like.
Deal Pipeline
Every deal, every stage, one view.
Your pipeline shows every active deal and exactly where it sits in the three-stage Guided Deal Progression workflow. No spreadsheets. No guessing.
Midwest HVAC Co.
Pacific Coast Logistics
Metro Janitorial Svcs
Summit Freight Group
Heartland Ag Supply
Gulf Coast Marine Svcs
Cascade Timber Co.
Tristate Waste Mgmt
Buyer Engagement Funnel
Know who is serious. Instantly.
Watch buyers move through each stage in real time. See exactly where they drop off, who is engaged, and who needs a follow-up.
Conversion
Brief to Verification
60%
Verification to Deal Book
74%
Deal Book opened to read
64%
Deal Book
Present the full story. Not a 40-page PDF.
A structured digital memorandum with sections for financials, operations, and the growth narrative. Watermarked for every viewer, readable from one link — buyers don't need an account.
Sections
Gulf Coast Marine Services
Executive Summary
$14M
Annual Revenue
22%
EBITDA Margin
18 yrs
In Operation
Real-Time Buyer Analytics
See who opened, who signed, who went quiet.
Every buyer interaction is tracked. Know which buyers are engaged, which are stalling, and where to focus your follow-up time.
Active Buyers
12
+3 this week
Avg. Time in Stage
4.2d
down from 6.1d
Deal Book Opens Today
9
across 5 buyers
Stalled (7d+)
2
follow-up needed
Everything you need
Built for the way deals actually work.
Opportunity Brief
A branded link instead of an emailed PDF teaser. You know exactly who opened it and when.
Buyer Verification
Identity and signature captured online, right in the flow. No printing, scanning, or chasing.
Deal Book
The full memorandum, watermarked and readable from one link. Buyers don't need an account.
Engagement Tracking
See who opened the brief, who signed, who read the Deal Book — and who went quiet.
Buyer Invite Links
One personal link per buyer, sent by email. Every view traces back to a specific person.
Deal Momentum
Track progression across your entire pipeline. Know which deals are moving and which need attention.
Ready to run deals the right way?
Start your first deal free. See how Guided Deal Progression™ changes the way you work.
Free plan includes one full deal with all three stages and engagement tracking.