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An AI-native Workspace for Collaborative Deal Evaluation

From first glance to final commitment. Agentic swarming does 260 hours of deep diligence, analysis and alignment in minutes.

 

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Your deal flow is vast. Your process should be faster.

You’re juggling decks, models, redlines, and five different opinions. Weeks vanish to parsing docs, chasing inputs, and aligning calendars—only to miss the window.
 
Deal Space turns deal chaos into decisions. AI pulls signal from dense memos, flags outliers against your past deals, and gives your group a clean path from “interesting” to “we’re in.”

Built for how serious investors actually work

Collaborative Deal Analysis

Bring principals and co‑investors into one secure room. Assign roles, capture notes and dissent, then lock in decisions.

Collaborative Deal Analysis

AI‑Enhanced Diligence

Upload the deck, LPA, model, DDQ—Deal Space extracts terms, surfaces risks, compares to comps in your portfolio, and highlights what’s “off” vs. your norms.

AI‑Enhanced Diligence

Decision Frameworks

Move from chatter to choice. Thesis alignment checks, red flag registers, scorecards, and exception logs prevent style drift and document why you said yes—or no.

Decision Frameworks

Commitment Tracking

Real‑time soft/hard commits, allocation targets, and gaps—so you can quickly assemble a syndicate without spreadsheets.
Commitment Tracking

Document Command Center

One source of truth. Versioning, permissions by role/entity, and share‑outs that don’t leak context or control.
Document Command Center

Seamless Activation

When the deal crosses the line, push it straight into Copia: capital calls, distributions, and performance live there day two—no re‑work.
Seamless Activation
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Start evaluating deals instantly.
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Copia Deal Space - analyze deals in minutes

Save weeks, not minutes

Where traditional processes grind through documents, models, and emails, agentic swarming and workflow orchestration distill the critical issues almost instantly. You start every conversation already armed with the “executive summary” plus the dissenting views.

 

Copia deal space - get detailed due diligence with AI

Miss less, with less drama

Blind-spot detection through structured group input + AI cross‑checks. The ensemble AI exposes the most valuable signals so you can address red flags before they become regrets.

Copia deal space - run complex family office workflows

Stay In Bounds

Every recommendation is traced back to your thesis, mandate, and historical comparables, ensuring decisions are documented, defensible, and repeatable.

 

capital call personified, meeting for the first time, marble, poster work
Still on the fence?
Get a behind-the-scenes tour.
Schedule a Demo
ancient map, compass
Access Deal Space Today
Start evaluating deals instantly.
Get Started
“The AI flagged a covenant we’d have missed. That alone paid for it.”
next-gen-family-member
Clare B.
Next Gen, Anonymous Family Office
“Reduced our diligence cycle from 2 weeks to 2 days. Magical.”
family office employee
Damian G.
CIO, Anonymous Family Office
"The flat fee means we can raise our next fund without software costs eating into our management fees."
ultra high net worth investor
Eric L.
Managing Partner, $320M PE Fund
Screenshot - Product - Deal Space5

Scale your network edge

Share the right details with the right people, fast. Multiply reach without multiplying risk.

Screenshot - Product - Deal Space4

Enterprise Security

Bank‑level encryption, granular permissions, and full audit trails across every document, comment, and decision. 

Family office directors

Give principals clarity without the back‑and‑forth. Maintain alignment across generations with documented rationale.

Deal originators / GPs

Present opportunities in a controlled, compliant way, separate advisory from sponsor roles, and track investor readiness.

Operators‑turned‑investors

Evaluate outside your home industry without drifting. Stress‑test teams, execution plans, and downside in minutes.

FAQ

How is Deal Space different from a generic data room or portal?

It’s analysis-first, not storage-first. AI reads your documents, highlights risk, and structures group decisions—then hands the funded deal to your investor portal without re‑work.

Will it force us into someone else’s process?

No. Start with our decision templates or bring your own. Everything is customizable (scorecards, exception logs, sign‑off flow).

Can we use it with outside co‑investors?

Yes. Invite external reviewers with scoped permissions and keep private notes internal.

How does it compare deals to our history?

We build a private corpus from your prior deals and outcomes to benchmark terms, performance drivers, and risk patterns.

What about sensitive documents?

Granular access (by person, role, or entity), watermarking, view‑only modes, expiration, and full audit trails. Plus Copia is SOC2 compliant, all data is encrypted at rest.

Does it integrate with Copia Wealth/Connect?

Yes. Once you commit, the opportunity becomes trackable in Copia—capital calls, distributions, and ongoing performance live there with no duplicate effort.

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Get Started for Free

Join allocators already managing billions

Ready to move faster—without cutting corners?

capital call personified, meeting for the first time, marble, poster work
Still on the fence?
Get a behind-the-scenes tour.
Schedule a Demo
ancient map, compass
Access Deal Space Today
Start evaluating deals instantly.
Get Started