Key Features of Reach DealCentr

  • Centralized Project and Task Hub
    View every live project and task from a single dashboard, filtered to each user’s permissions. Teams waste less time hunting for files or status updates and can act immediately on what matters most. Eliminate unsecure emails and lost attachments.
  • Customizable Task Management
    Drag-and-drop phases, reusable templates, and intelligent forms let you tailor workflows to any deal or corporate-action scenario—no coding required. Update steps on the fly without disrupting work in progress.
  • Real-Time Collaboration
    Built-in document sharing, version control, and threaded comments keep law firms, banks, and internal stakeholders on the same page. A full audit trail records who did what and when, ensuring accountability for high-value transactions.
  • Automated Notifications
    Smart digests, deadline alerts, and escalation rules push the right information to the right people—reducing email noise while guaranteeing nothing slips through the cracks.
  • Secure & Scalable Infrastructure
    Hosted on AWS and hardened by regular penetration tests, DealCentr meets stringent InfoSec, SOC 2, and data-sovereignty requirements. The architecture scales automatically, so you stay compliant and performant as project volumes grow.

The Reach DealCentr Difference

Integrated Forms & Workflow

Whether it's digitized versions of specialized tax forms, KYC/AML compliance, or Investor Accreditation… DealCentr makes it easy both for the investor and the compliance team, minimizing defects and time, whilst increasing capacity and approval rates.

Templated Task Workflows

Save time by creating and reusing task templates tailored to specific transaction types, ensuring consistency and reducing manual effort. Easily add or update workflows with just a few clicks, allowing teams to adapt quickly while maintaining efficiency and quality.

Built-In Reporting & Dashboards

Monitor task status, team performance, and project health at a glance. Seeing live reporting dashboards allows executives to gain real-time visibility into the progress of projects, including detailed insights into task completions. This immediacy helps them identify which tasks are on track, which are falling behind, and where resources can be shifted.

DealCentr is a purpose-built digital workspace designed to streamline complex, multi-party projects - from capital raises and corporate actions to onboarding and regulatory processes.

Whether you're managing a Corporate Action, coordinating a deal/event, or facilitating onboarding and compliance, DealCentr helps you keep everything organized, visible, and moving forward.

One Platform - Multiple Solutions

DealCentr simplifies complex workflows, reduces system overhead, and keeps your entire team aligned.

DealCentr seamlessly adapts to a wide range of use cases...

  • Corporate actions & restructures
  • IPOs & capital raises
  • Investor communications
  • Legal and regulatory compliance workflows
  • Client onboarding, Tax Certification, Accreditation, and KYC processes
  • Project tracking for internal and external teams
  • Investor and Intermediary event participation

Built with the flexibility to support any workflow or industry...

  • Financial & Accounting institutions
  • Legal teams
  • Investment banks
  • Corporate issuers
  • Governance and compliance teams

Get in Touch

Interested in how Reach DealCentr can support your next deal?

Get in touch with us - we'd be happy to discuss how we can help.

We are the World's leading provider of digital services for Deal Teams.