DEAL ROOMS

Shared diligence, built for the way families decide.

Bring your spouse, your advisor, and your missions committee into one workspace. Assign checklist items, ask the room AI-cited questions, export a compliant grant package.

Deal rooms

Diligence is a team sport. Catylst is the workspace.

Shared canvases, assignment flows, AI-cited Q&A, and checklist templates — built for missions committees, spouses, and advisors who need to make decisions together.

Shared workspace

Invite the committee, your spouse, and your advisor.

A deal room is a shared canvas. Everyone sees the same artifacts, the same Q&A history, and the same checklist state. Commentary stays inline against the document it belongs to so conversations never get lost in email.

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Shared deal room canvas with three collaborators reviewing a diligence checklist and document thread in parallel.
Assignment flows

Who owns what, at a glance.

Every checklist item has an owner. Assign the financial review to your advisor, governance questions to the missions chair, and impact verification to whoever on the team cares most. Progress bars show what's done, pending, and blocked.

Deal room checklist with owner avatars on each row showing status pills for done, in review, and blocked.
Diligence collaboration

Ask the room, cite the source.

AI-assisted Q&A runs against the documents you upload, not the open internet. Every answer cites the page, paragraph, and document version it came from — so your committee can verify, challenge, or override without re-reading the whole PDF.

See an example
AI question-and-answer panel showing a cited snippet highlighted on a PDF page next to the answer text.
Checklist templates

Six domains, one editable template.

Financial, legal, governance, impact, operations, and compliance — the six domains every grantmaker eventually asks. Start from the Catylst template, keep what's relevant, add your family's or foundation's unique questions, save it for next time.

Checklist template editor split into six domains with collapsible sections and a save-as-template action.
What you get

Audit-logged, versioned, export-ready.

Every deal room ships with the compliance scaffolding your committee or foundation counsel will ask about.

  • Audit log

    Every upload, comment, checklist change, and AI query is recorded with a timestamp and actor. Export the full log as a PDF or CSV when your committee asks.

  • Document versioning

    Replacing a PDF keeps the prior version and rewires citations so old answers still resolve. Never lose the thread on what was reviewed and when.

  • Export-ready packages

    When diligence is complete, generate a PDF grant recommendation packet that inherits every citation, every comment thread, and the full checklist state.

Frequently asked

The questions we hear most.

Anyone with a valid email. Deal rooms are built for missions committees, spouses, financial advisors, and foundation staff — roles govern what each invitee can see and edit. The owner can revoke access at any time and the audit log keeps the history.

AI summarizes documents you upload, answers questions against those documents with page-level citations, and drafts checklist responses you can accept or edit. AI never makes approval decisions and never touches any document you did not upload.

Yes. Completed deal rooms generate a PDF grant recommendation package that includes every citation, every comment thread, and the full checklist state. The audit log can also be exported as a standalone CSV for committee records.

Bring your committee into the room.

First deal room is free. Upgrade only when your team is ready for unlimited rooms.

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