APX
The APX Group
The Deal Flow App
APX Group © 2026
APX
The APX Group
Deal Flow
Management System
Dashboard
Deal flow overview and recent activity
0
Total Deals
0
Active Pipeline
0
AI Screened
0
Closed Deals
0%
Pass Rate
0
Stalled Deals (7d+)
0
High Risk (7+/10)
0
Unscreened Incoming
0
Ready to Advance
AI Intelligence
Deals by Stage
Recent Activity

No recent activity

Deal Forecast
Pipeline
Drag deals across stages to update their status
Pipeline AI
Incoming 0
AI Screening 0
Partner Review 0
Due Diligence 0
Term Sheet 0
Closed 0
All Deals
Complete deal catalog with search and filters
Deals AI
Deal Name Type Broker Stage AI Score Recommendation Submitted Actions
Submit a Deal
Provide deal details and upload supporting documents
Deal Information
Deal Description / Executive Summary
Documents

Drop files here or click to upload

Pitch deck, financials, executive summary (PDF, DOCX, XLSX, PPTX)

My Deals
Track the status of your submitted deals
Deal Name Type Stage Submitted Last Update
Deal Catalog
Search, filter, and export deal data
Catalog AI
Deal Name Type Broker Stage Ask AI Rec Outcome Submitted
AI Assistant
Deal analysis, memos, research, and strategic intelligence

APX AI Assistant

Ask me anything about your deal pipeline, request analysis, draft memos, or get strategic insights. Use quick actions on the right to get started.

Quick Actions
Slash Commands
/pipeline
/memo
/risk
/email
/compare
/checklist
/termsheet
/market
/brokeremail
/weeklyupdate
/conflict
/investormemo
Pipeline Context
Total Deals 0
Active Pipeline 0
AI Screened 0
Avg Risk Score -
Recent Chats

No recent conversations

Board Report
Executive summary for board presentation
Quarterly Review
Quarterly pipeline performance report
Executive Summary
One-page deal flow executive summary
Broker Report
Broker performance and deal quality analysis
Risk Report
Portfolio risk analysis and mitigation plan
Deal Quality
Deal quality metrics and screening insights
Pipeline Velocity
Speed of deals through pipeline stages
Sector Analysis
Deals breakdown by sector and industry
Screening Insights
AI screening results and patterns
Custom Report
Build a custom report with your requirements
Custom Report Builder
Google Drive
Deal documents and files
Drive AI
Deal Flow Drive
Drop files here or click to browse
Maximum 10MB per file
Loading files...
This folder is empty
Upload files or create a folder to get started
Booking
Schedule meetings and consultations
Meeting AI
Admin Panel
Monitor users, activity, and system health
Firebase Status
Checking...
Auth Service
Checking...
Total Users
--
Total Deals
--

Active Users

Loading activity monitor...

Activity Log

User Action Detail Page Time
Loading...
Settings
Manage users, deal types, and app configuration
User Management
NameEmailRoleAI AccessActions
App Configuration
Add User
Change Deal Stage

Move to:

AI Analysis
Analyzing...