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DEALWISE is licensed per organisation and sized on the number of portfolios, active deals and named users, with implementation, configuration and support delivered as one engagement.
Subscription tiers
Every tier includes the DEALWISE Foundation of identity, masters, documents and audit, and can be upgraded without migration.
Indicative packaging. Final scope, volumes and pricing are confirmed after a discovery session.
Delivery
Two weeks to document your portfolios, stage gates, approval thresholds and reporting pack.
Three to four weeks configuring portfolios, masters, taxonomies, workflows and the authority matrix.
Two to three weeks to bring historic pipeline, valuations, documents and decision records into the platform.
Two weeks of role-based training and user acceptance testing, then go-live with dedicated hypercare support.
Deployment
Fully managed, regionally hosted, with backup, disaster recovery, patching and monitoring included in the subscription.
Deployed into your own cloud subscription so data residency, network controls and key management remain under your governance.
For institutions with a mandate to keep investment data inside their own data centre, with an annual maintenance model.
Support
Business-hours support, 8×5, next-business-day response, quarterly platform releases.
Extended-hours support, four-hour response on critical issues, named customer success manager.
24×7 coverage, one-hour critical response, quarterly governance review and a roadmap seat.
Optional data stewardship: document ingestion, valuation entry and reporting production run by our team.
Tell us your portfolio count, active deal volume and user population, and we will send indicative commercials within one business day.
