Does Totwell introduce investors or sourcers?
No. Totwell is not a marketplace or introducer. It provides a private, permissioned workspace for people who already know one another and choose to work together.
The platform
The report is the evidence. The platform is the business.
A deal record still has to be tracked, packaged, shared and reviewed. All of that runs here, under your brand — so the credibility of the report is not undone by a WhatsApp thread and a PDF someone made in Word.
Run the pipeline
Every deal, every stage, in one place.
Stop reconstructing where a deal got to from your inbox. Stage tracking, a board view, and a CRM keep the right people aligned on each deal.
—Kanban board and deal list, with stage progress on every card
—CRM for contacts, agents and contractors connected to each deal
—Progress log and messaging for approved participants
—Team seats with owner, admin and member roles
Your brand, our rigour
It goes out with your name on it.
Your logo, your company and your contact details appear on the PDF pack and on the private deal page your approved contacts open.
—Branded PDF pack and private deal page
—Share deal updates with your approved contact list
—NDA issue and signature workflow
—Permissioned document access and activity records
Private collaboration
One record for the people approved to see it.
Keep a deal’s evidence, stages and communications together for the members and contacts you choose to involve.
—Private deal rooms with role-based access
—Evidence and documents shared at the right stage
—Risks, questions and missing evidence visible to the relevant users
—Participants act independently and make their own decisions
One private workspace
Approved participants get the context they need.
Stop managing contacts across email threads and spreadsheets. Invite the people working on a deal to a role-appropriate view, with its stage, supporting information, risk-adjusted analysis and updates in one place. Access remains under your organisation’s control.
They see a clean, professional record of the information you have approved for them. You see access and activity in one place.
Access, managed clearly
Share the right information at the right stage.
You control who can view each deal and which materials are available. Where an NDA workflow is enabled, access can follow its recorded completion under the applicable terms and policies.
Role-based access for the people you approve
NDA and document steps recorded against the deal
A clear activity record without chasing email threads
On the roadmapIn build
Extend the workflow as your organisation needs it.
We are continuing to develop workflow and governance features for private teams. Any future capability will be made available only under the terms and policies that apply when it launches.
Helpful context
A private workflow, clearly bounded
Does Totwell take part in the transaction?
No. Totwell does not arrange transactions, lend, hold client money or make a personal recommendation. The users and their professional advisers remain responsible for their decisions.
Great deals deserve independent evidence.
Run a real address through the model, see the working, and decide for yourself. Two quick checks are on us.
Join the waitlist
We are onboarding in waves ahead of the public launch. Tell us which side of the table you sit on and we will start you in the right place.
No spam, no countdown timers, no urgency tactics. One email when your wave opens. Already have an account? Sign in.