Diligence shouldn't live in a file called final_Oct-1-2026_vfinal.xlsx
One source of truth for every request, version, and deadline — so your team closes deals faster.
Built by a team with deal experience across
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How it works
From scattered spreadsheets to one live request list.
Project Flow / Import
Project Flow / Request 2.4
Project Flow / Requests
Project Flow / Dashboard
See the finish line from day one.
Every request, every owner, every deadline — mapped out so you always know how close you are to closing.
Why this is different
Built for what Excel and your data room can't do.
"I already use Excel and email."
- Endless file versions, with no way to know which one is current
- No audit trail of who said what and when
- Answers trapped in inboxes, calls, and side conversations — so nothing's written down where the whole team can see it
- No visibility into what's overdue until someone manually chases it
"I can just use my data room."
- Your data room stores documents. Cerclen tracks the conversation around them.
- Works with virtually any data room — no migration required.
- One consistent workflow for your team across every deal, no matter which data room a counterparty brings — independent of any single vendor’s built-in workflow tools.
AI ready
Bring your own AI to the deal.
Cerclen works with the AI agents your team and your counterparties already use, in both directions.
Ask your own AI agent about the deal
Cerclen runs an MCP server, so the AI agent your team prefers can read your deals directly. Ask it how many requests are done, or whether all of the technology requests are complete, and the answer comes from the live list, not last week's spreadsheet. It connects with your own API key and sees only what you can.
Let data room AI fill in the answers
Connect the AI agent built into your virtual data room, or your company's own agent. It reviews the material in the data room and populates the matching request items, with links to the files. Documents stay in the data room; Cerclen keeps track of what's been answered.
Project Kestrel / Request 3.4
Built for the people running the deal.
Diligence shouldn't live in a file called final_Oct-1-2026_vfinal.xlsx
One source of truth for every request, version, and deadline — so your team closes deals faster.