Catalyst Advisory Closes Deals 50% Faster
How an 8-person M&A advisory firm replaced two enterprise tools with one platform — and cut their average deal cycle in half.
The Challenge
Catalyst Advisory managed complex M&A transactions for middle-market companies, but their deal process was slowed by disconnected tools. Salesforce tracked the deal pipeline and buyer/seller relationships, while DocuSign handled LOIs, NDAs, and closing documents — but the handoffs between systems created dangerous delays.
Document version control was a nightmare, with multiple versions floating across email threads. Deal team members had no single view of where each transaction stood, and critical milestones were tracked in spreadsheets.
- Average deal cycle of 8 months with frequent delays
- Document versioning issues causing rework and legal delays
- Deal milestones tracked manually in spreadsheets
- $3,600/month on Salesforce and DocuSign enterprise licenses
The Solution
Catalyst Advisory migrated their entire deal management process to Dewx in two weeks, creating a unified workspace for pipeline tracking, document management, and deal execution.
GTM Hub — Deal Pipeline
Visual deal tracker with stage gates, buyer/seller profiles, and automated milestone alerts.
CX Hub — Document Management
Version-controlled document workflows with e-signature, NDA tracking, and closing checklists.
Portal — Deal Room
Secure virtual data rooms where all parties share documents and communicate in one place.
Dew AI — Deal Summaries
AI-generated deal memos, due diligence checklists, and status reports for principals.
The Results
50%
Faster deal closings
0
Document versioning errors
$3,600
Monthly tool cost eliminated
2 → 1
Tools consolidated into Dewx
Timeline
Migrated deal pipeline from Salesforce; configured deal stage workflows and document templates.
Set up virtual deal rooms, e-signature integration, and AI deal summary tools.
First deal closed in the new system 40% faster than historical average.
Average deal cycle down from 8 months to 4 months across all active transactions.
“In M&A, speed kills — in a good way. Every day a deal drags is a day it can fall apart. Dewx gave us one deal room where documents, communication, and milestones live together. Our average close time dropped from 8 months to 4.”
Features That Made the Difference
Deal Pipeline
Visual deal tracking with automated stage gates.
Document Workflows
Version control and e-signature in one place.
Virtual Deal Rooms
Secure spaces for all parties to collaborate.
AI Deal Memos
Auto-generated summaries and due diligence lists.
Buyer/Seller Profiles
Complete relationship history per counterparty.
Fee Tracking
Success fees and retainers tied to deal stages.
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