Screen. Prioritize. Archive. One funnel.
Ingest every opportunity, promote what matters, remember why the rest didn’t — and measure the funnel like an institutional desk.
How the desk actually runs.
Deal Log
Searchable index of every opportunity from inbox and sources — owners, stages, extracted fields.
Pipeline
Kanban stages, reminders, and collaboration for the active book.
Archive
Passed deals keep their reasons — fuel for future Fit Scores.
Dashboard
Volume, value, asset class, geo, and brokerage patterns at a glance.
Nothing lost in email
Outlook and Gmail connect so OMs don’t die in forward chains. Everything becomes a deal record your team can filter and assign.
- Centralized, filterable deal index
- Move to Pipeline when it’s real
- Smart insights that keep owners aligned
Rejects that teach
Archive isn’t a trash can. It’s Institutional Memory — why similar deals failed Fit, and how strategy evolved.
- Reject reasons preserved
- Broker and market patterns over time
- Ask Sam: have we seen this before?
We embed with your desk.
Plex specialists sit with acquisitions, origination, and asset management on live deals, live models, and the books you already run until your people own it day to day.
Sit with the team
We start on your live pipeline and serviced book, not a sandbox. Specialists work beside the desk on deals, loans, and assets already in motion.
Encode the playbook
Buy box, models, covenants, and committee habits get written in so the next deal runs the way this firm actually decides, not a generic workflow.
Transfer ownership
We stay until the desk is running it day to day. The system remains yours. The specialists step back when your people no longer need them in the chair.