The deal starts on your phone, not at your desk.
Forward an offering memo or a photo of the terms over WhatsApp. Finance Lobby reads it, drafts the deal, and holds it for your review.
On the Pro plan.
From a message to a draft deal.
Useful when the deal starts in the car, not at the desk - forward it and the draft is waiting when you're back.
Forward from your phone
Send a document or a photo of the terms straight over WhatsApp.
Drafted for you
The platform reads it and drafts the deal, ready for your review.
WhatsApp to Deal questions
An offering memo, a document, or even a photo of the terms - Finance Lobby reads it and drafts the deal from what it finds.
It drafts it and holds it for your review - the draft lands in the same deal pipeline as everything else, waiting for you to confirm.
WhatsApp to deal is included on the Pro plan.
Start a deal from anywhere
Forward it over WhatsApp and review the draft when you're ready.
I am aBasic plan, $0. No credit card, no commissions.