Run the deal, not the tracker.
Apex is where corporate development teams run M&A: every target, stage, milestone and conversation in one place, with a pipeline that tells you what slipped before anyone asks.
Your morning, already sorted.
Open Apex and the dashboard has already read the whole pipeline: weighted value by stage, who is carrying what, which deals have gone quiet, and the one thing worth doing first.
Table or board. Same pipeline.
Every deal with its stage, EV range, days in stage, lead and process type, grouped the way your team talks about them.
Flip to the board and the same deals fall into stage columns. Nothing to re-key, nothing to reconcile.
Log the touch in ten seconds.
Every deal has a room: EV range, probability, weighted value and NDA status up top, with milestones, documents and valuation one tab away.
Had a call? Log it while it is fresh. Pick the attendees, write one line, done.
The interaction lands on the timeline and the staleness clock resets, so the dashboard stops flagging the deal.
Four stages. Your sub-stages.
Qualification, Evaluation, Active, Acquired. Inside each one, define the sub-stages your team actually runs, in your order, with a default for new deals.
Every deal walks the same path, one sub-stage at a time, and every move is logged with who made it and when.
Ask for the report you want.
Describe it in plain English: all deals in diligence, with their lead and next milestone.
Apex picks the entity, the columns and the filters, then previews the rows before you commit to anything.
Save it for the whole team, or export a CSV for the board pack.
Plugs into the stack you already run.
Claude powers ⌘K search and Ask Sherpa, so you can ask the pipeline a question and get an answer that cites the records behind it.
A news feed refreshes hourly on tracked targets, and notification emails go out with per-user opt-in.
Microsoft 365 sign-in, Teams alerts and company data enrichment are next on the roadmap.
Take Apex for a spin.
Apex runs a real corporate development workflow today. Request access and I’ll get you set up, or sign in if you already have an account.