Pre-Deal Intelligence

Understand the deal
before you commit.

PrefMark turns early-stage investment terms into clear economics, risk flags, diligence questions, and decision-ready reports.

PrefMark owns the moment before the deal decision.

Free to calculate. Sign up to save analysis and generate reports.

The problem is not that deal math is impossible. The problem is that the workflow is scattered across spreadsheets, AI chatbots, legal documents, and large private-market systems that were not built for the moment before a decision.

When a founder is reviewing a term sheet, or an angel is checking whether the economics are reasonable, or an associate is prepping for IC, there is no single fast place to run the numbers, read the terms, track what still needs to be checked, and produce something usable before the meeting.

The moment of need doesn't wait for your desktop. Other tools aren't built for it. We are.

What it does
Deal math, deal read,
deal workspace.
Eight deal calculators

Every calculation you need, with step-by-step working so you understand the result, not just the number.

Investor ownership
Pre-money valuation
VC method
Dilution modeling
Carry & MOIC
Liquidation waterfall
SAFE conversion
Plain-English verdict + AI read

After every calculation, PrefMark explains what the result means in plain language. Are these terms standard? Aggressive? Unusual for this stage?

Not just the math. The read on the math.

Signed-in users also get a short AI analysis from a VC-trained model on each calculation.

Company profiles and version history

Save calculations to named company profiles. Compare versions as terms change between offers and see exactly what moved.

For investors, that becomes lightweight deal infrastructure.

Diligence Q&A with evidence

Track the questions that still need answers inside each company profile. Record what you found, add the source or evidence, and mark items open, in review, resolved, or blocker.

The math shows the terms. Diligence shows what still needs to be verified.

Diligence reports

Generate a structured diligence report from saved deal terms, answered questions, evidence, and status. Covers key deal economics, open questions, blockers, and investment readiness.

From calculation to report, without leaving your phone.

Open PrefMark
A deal workspace
Not just a calculator.

Each company profile becomes a living deal file: saved calculations, version history, AI reads, diligence questions, recorded answers, and a report — all attached to the company.

Save & Compare
Save every analysis to a company profile. Compare versions as terms evolve and track exactly what changed between offers.
Diligence
Track open questions, record what you found, add evidence and sources, and mark blockers before the decision.
Report
Generate a structured diligence report from your saved questions, answers, and deal terms — ready before the meeting.
Who it's for
Built for the deal table.
Founders raising capital
Understand dilution, SAFE conversion, and liquidation preferences before you sign. Not after.
Angels & emerging managers
See deal structures without institutional pattern recognition. PrefMark fills that gap fast.
Associates & junior investors
Prep before partner meetings and term-sheet discussions. Run the numbers, track the questions, walk in ready.
Chiefs of staff
Speak the language of the deal table without building a spreadsheet from scratch the night before.
GPs & partners
Run deal economics before the partner meeting. Fast, mobile, no spreadsheet required.
Family offices & institutions
Access the same deal intuition as dedicated VC teams. Model terms, track diligence, and generate reports before committing capital.
Where PrefMark fits
The pre-deal intelligence layer.
Cap table platforms
Strongest after the deal closes: equity administration, ownership tracking, options management, and investor reporting.
Market databases
Market data, comparable transactions, and company research at institutional scale. Built for research, not for the moment before a specific decision.
Spreadsheets
Powerful and flexible. Built the night before the meeting. Not in your pocket when the question comes up.
AI chatbots
Useful for explanations, but open-ended and not built around saved companies, version history, diligence status, evidence, and reports.
PrefMark
PrefMark sits before the commitment. It helps users understand whether a specific early-stage deal makes sense, what risks exist, what needs to be checked, and how to summarize the decision.
How it works
From number to decision.
Calculate
Enter the numbers
Choose from eight deal types and enter values using the on-screen pad — no keyboard, no friction. See step-by-step working instantly.
Interpret
Read the result
Get a plain-English read on whether the terms are standard, aggressive, or unusual for this stage. Signed-in users also get a short AI analysis.
Save
Build deal history
Save to a company profile. Compare versions as terms change and see exactly what moved between the first offer and the latest one.
Diligence
Track open questions
Add the questions that still need answers. Record what you found. Add evidence and sources. Mark blockers before the decision gets made.
Report
Walk in prepared
Generate a structured diligence report from your saved deal terms, answered questions, and status. Covers deal economics, open questions, blockers, and investment readiness.

Know the math. Track the questions.
Walk in prepared.

Free to calculate. Sign up to save analysis and generate reports.

prefmark.com