Active Transactions
Click a transaction to open its timeline.
Transaction Timeline
Bars run from the required start date to the deadline. The dashed gold line marks today.
Workstreams
Parallel workstreams under each transaction — with or without their own timeline.
Investor Tracker
Process status per institution — click any status cell to cycle Pending → Yes → No → Ongoing → N/A.
To-Do List
Running list of tasks and updates across all transactions.
Outstanding Points
Open items that still need to be agreed, received, or finalized.
Group by:
Process Templates
Start a new transaction from a standard process. Pick a kick-off date and Dealbook schedules every deadline and required start date automatically.