# OCTO Deal Desk

> Qualified in minutes. One workspace. One AI Brain. One connected transaction office.

One workspace. One AI Brain. One connected transaction office. OCTO qualifies investment opportunities before your team commits months of diligence, then manages every step from first look through post-close.

## Homepage

- [OCTO Deal Desk](https://octodd.com/): One workspace. One AI Brain. One connected transaction office. OCTO qualifies investment opportunities before your team commits months of diligence, then manages every step from first look through post-close.
- [Homepage (Markdown)](https://octodd.com/index.md): Full landing-page copy for language models

## Product

- One Connected Workspace: Every person, document, approval, task and AI specialist works from the same connected transaction office.
- First-Pass Qualification: Upload a pitch deck. OCTO evaluates the opportunity against your investment criteria and produces a Go / No-Go recommendation before diligence begins.
- AI Due Diligence: As diligence progresses, OCTO continuously updates risks, missing information, opportunities and confidence as new information becomes available.
- AI Research: Market intelligence. Competitive analysis. Management research. Industry trends. Everything needed before committing months of work.
- Investment Committee: Generate investment memos, risk summaries and board-ready recommendations in minutes, not days.
- Connected Documents: Use Dropbox, Google Drive or existing data rooms. OCTO organizes everything into one searchable transaction office.

## Who it is for

- Family Offices
- Private Equity
- Venture Capital
- Corporate Development
- Independent Sponsors
- Search Funds
- M&A Advisors

## FAQ

### What is OCTO Deal Desk?

OCTO Deal Desk is the AI operating system for modern deal teams: one workspace, one AI brain, one connected transaction office. It combines AI-powered intelligence with transaction management to guide every deal from first look through post-close: qualifying opportunities, researching companies, managing Deal Disk Room, coordinating stakeholders, generating investment reports, and tracking execution.

### What is the OCTO Score™?

The OCTO Score™ is an AI-generated first-pass assessment that helps you decide whether a deal deserves a deeper Deal Disk Room. It analyzes the pitch deck, team, industry, and financial snapshot against your firm-specific investment preferences, then keeps updating as the Deal Disk Room progresses. Rather than replacing human judgment, it provides continuously evolving decision support across the transaction lifecycle.

### How does the "fail fast" first-pass work?

Investment teams spend months evaluating deals that should have been rejected in the first 20 minutes. Before committing to a full Deal Disk Room, OCTO performs an AI first-pass qualification using uploaded documents, structured questionnaires, and your investment preferences, surfacing a clear Go / No-Go inflection point so your team focuses only on the deals that matter.

### What data sources and integrations does OCTO connect to?

OCTO connects to your existing document storage including Dropbox, Google Drive, and supported data rooms, and its AI can research public databases, news, and market data. On the roadmap: department-specific AI specialists, industry benchmarking, and premium data sources such as Crunchbase, PitchBook, and Capital IQ.

### How do I join the private beta?

We are inviting a small founding cohort of investment professionals, from family offices and private equity firms to independent sponsors, search funds, corporate development teams, and M&A advisors, to help shape OCTO. Beta participants get early access, direct access to the founders, weekly product reviews, roadmap influence, and founder pricing. Enter your email above to request access.

## Optional

- [Terms of Service](https://octodd.com/legal/terms)
- [Privacy Policy](https://octodd.com/legal/privacy)