Name: Get the Most Out of Your Mandates: Platform Walkthrough for Advisors
Start: 2026-12-03T12:00:00+00:00
End: 2026-12-03T13:00:00+00:00
Location: Deale

Get the Most Out of Your Mandates: Platform Walkthrough for Advisors

3 December 2026 · 13:00

Want to manage your M&A mandates in a faster, more efficient way?

In this webinar, we'll show you, step by step, how to make the most of every Deale feature for advisors. From publishing mandates and searching for opportunities to document management, deal tracking, and collaborating with your team.

A hands-on session where we'll walk through the platform live so you can see how to build Deale into your day-to-day work and grow your advisory business.

Organised by

Managing multiple buy-side and sell-side mandates, identifying potential buyers, coordinating teams, and keeping control of every deal are some of the everyday challenges M&A advisors face.

At Deale, we want to help you simplify these processes and make the most of the opportunities the platform offers.

That's why, on November 19 at 1 p.m. (Madrid time), we're hosting a hands-on webinar for M&A advisors who want to get to know Deale's tools in depth and see how to use them in their daily work.

Through a live demo, we'll walk through the platform's main features following an advisor's typical process, from creating a mandate to handling the first interactions with potential buyers.

What will you learn in the webinar?

Set up your workspace: see how to create your advisor profile and get familiar with Deale's tools.
Create and manage buy-side and sell-side mandates: learn how to list businesses, set up search profiles, and manage different mandates from a single account.
Identify new business opportunities: explore how to find businesses, connect with potential buyers and investors, and track your deals.
Centralize your deal documentation: get to know the Dataroom features for sharing documents, managing non-disclosure agreements (NDAs), and controlling access to sensitive information.
Collaborate with your team: see how to invite collaborators, assign permissions, and organize access to each mandate.
Offer your advisory services: learn how to set up and showcase your professional services to connect with businesses and investors who may need them.

A hands-on, step-by-step demo

Beyond presenting the features, during the session we'll do a live walkthrough of Deale, simulating a real M&A process.

You'll see how to create a mandate, publish it on the platform, manage interest from potential buyers, and use the available tools to move the deal forward.

The goal is for you to leave the webinar with a clear picture of how to use Deale to save time, better organize your mandates, and generate new business opportunities.

Who is it for?

Advisors

Professionals specializing in buying and selling businesses who want to streamline how they manage their mandates, identify new opportunities, and speed up their deals with Deale.

M&A Boutiques and Consulting Firms

Financial advisory and corporate finance firms that handle multiple mandates and want to centralize processes, share documentation, and improve collaboration across teams.