PrefMark
Deal memos and diligence
Machines check where a deal stands, list open diligence questions, save call notes and draft memo edits for you to approve.
- Where does my latest deal stand, and what’s still open?
- What changed on my deals since I last looked?
- Save these call notes to the deal and update its diligence questions
How it works
Click Connect and sign in to PrefMark. By default, each person connects their own account. Machines use the access of the person asking.
- Developer
- PrefMark
- Category
- Finance
- How it connects
- Log in with PrefMark
- Machines can
- Read, and change what an admin allows
- Website
- prefmark.com
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First month free with 5k credits