Desk Notes
The DealCopilot blog.
Notes for brokers of record and deal admins on deal compliance, back-office hand-offs and running a deals desk.
Product
Introducing DealCopilot: a deals desk that checks the paperwork first
DealCopilot is the brokerage side of OfferCopilot. Firm deals arrive on your desk already read and checked against your checklist, and your team reviews, approves and hands them off from one queue.