Prospect fits seamlessly into your workflow.

Pull folder structures, PDFs, spreadsheets and CIMs directly into a deal’s data room. Auto-index and tag new uploads.

Use Dropbox as a read-only data room: map seller folders to deal records and auto-sync changes.

Send NDAs and LOIs for e-sign, automatically attach signed copies to the deal and log signer metadata.

Pull P&L, balance sheets and journal exports for the last 3 years. Normalizes numbers for quick financial checks.

Import invoices, reconciliation history and cashflow to validate seller claims and run quick ratio checks.

Modern headcount and role planning that actually works. Staffline helps you model org changes, hiring plans, and compensation scenarios with ease.

Read-only bank connections to verify deposits, recurring receipts and cash balances for fast reconciliation.

Fetch MRR, churn, refunds and transaction volume for subscription & online revenue businesses.

Import orders, refunds and merchant fees to model true gross profit for e-commerce stores.