Dealflo
Dealflo is a Montréal-based SaaS company founded in 2009 that provides end-to-end agreement automation services for the financial sector. It serves banks, lenders, and other financial institutions with workflow-embedded contract automation software.
- Company typePrivate
- Founded2009
- HeadquartersMontréal, Canada
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Dealflo does
Dealflo is a privately held Canadian software company founded in 2009 and headquartered in Montréal, positioned as a specialist provider of end-to-end agreement automation services to the financial sector. The company focuses on automating the full lifecycle of financial agreements rather than offering horizontal electronic signature tooling, addressing workflows such as lending, account opening, and other document-intensive financial services processes where compliance, auditability, and integration with core banking systems are critical. Its offering is structured for enterprise financial institution clients rather than a long-tail SMB market.
The company has raised approximately $18.9M across three disclosed funding rounds between 2014 and 2017, led by specialist financial-technology investors including Notion Capital, BOOST&Co, Frog Capital, and HV Capital, with the largest round of approximately $12.4M closing in February 2017. Headcount is reported at 51-100 employees, consistent with a mid-stage, vertically focused SaaS business. The disclosed leadership includes Mike Elliott, Director of Corporate Development.
Dealflo's go-to-market is implicitly enterprise sales-led, given its vertical specialization in financial services and the nature of integration-heavy agreement automation deployments. Pricing and detailed product architecture are not disclosed in the supplied source material, and no customer logos, revenue figures, AI capabilities, or partnership details specific to Dealflo are present in the input. The available evidence supports characterizing Dealflo as a focused, mid-sized niche SaaS vendor rather than a broad horizontal eSignature platform; further inference on product specifics, pricing tiers, and customer concentration is constrained by the thinness of the disclosed data set.
Dealflo firmographics
Firmographics- Name
- Dealflo
- Website
- https://dealflo.com
- Company type
- Private
- Founded year
- 2009
- Headcount range
- 51–100 employees
- Short description
- Dealflo is a Montréal-based SaaS company founded in 2009 that provides end-to-end agreement automation services for the financial sector. It serves banks, lenders, and other financial institutions with workflow-embedded contract automation software.
- Ownership category
- akta.pro rank
Dealflo industry classification
Industry- Product category
- Agreement Automation Software
- NAICS
- Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320), Custom Computer Programming Services (541511)
- SIC
- Finance Services (6199), Services-Management Services (8741)
- akta.pro primary industry
- Transaction Structuring, Negotiation & Deal Execution Support (FSAEAGAK)
- akta.pro secondary industries
- General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC), Order-to-Cash (O2C) Operations (Order Admin, Credit, Invoicing, Collections Handoff) (BPAAAGAK)
Keywords
Where Dealflo is headquartered
LocationHeadquarters
- HQ city
- Montréal
- HQ country
- Canada
- HQ region
- North America
Markets served
Dealflo business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Plans: Subscription-based pricing with tiered plans (Professional, Enterprise) offering enterprise-scale solutions with flexibility and scalability for small business and enterprise customers
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Developer/Sandbox Plan - Free testing environment |
| Subscription | Monthly | Professional Plan - eSignature with essential features |
| Subscription | Annual | Enterprise Plans - Full enterprise-scale solutions |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Dealflo product offering
Product offeringCore offering
Dealflo is a specialist provider of end-to-end agreement automation services to the financial sector. It sells a software platform that automates the full agreement lifecycle — from document generation and identity verification through signature execution to compliance-ready storage — for banks, lenders, insurers, and other financial institutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Dealflo End-to-End Agreement Automation Platform
Quantifiable outcome
- 60% growth achieved by top insurer with mobile eSignatures and smart forms
- +3 more outcomes
Companies that use Dealflo
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles1 record
Dealflo technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Dealflo partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- SalesforcecorePre-built eSignature integration with Salesforce CRM for seamless document signing within sales workflows
- Microsoft (Dynamics 365, SharePoint, OneDrive, Microsoft 365)corePre-built integrations with Microsoft Dynamics 365, SharePoint, OneDrive, and Microsoft 365 ecosystem for enterprise document management
- WorkdaycoreHRIS system integration enabling electronic signatures for HR workflows including onboarding and employment documents
- Google WorkspacecoreGoogle Workspace integration supporting documents that can be printed from Windows-based applications
Scale indicators3 records
Recent moves4 records
Expansion highlights3 records
Dealflo competitors and assessment
Company assessmentEmerging players
- Icertis: Icertis is an enterprise CLM vendor with deep financial-services deployments, providing contract authoring, obligation management and AI-driven analytics that overlap with Dealflo's end-to-end agreement automation use cases for banks and insurers.
- SirionLabs: SirionLabs provides AI-powered contract lifecycle management with strong financial services reference customers, overlapping with Dealflo on agreement automation, obligation tracking and post-signature workflow execution.
- Agiloft: Agiloft is a contract management platform purpose-built for legal, procurement and sales operations, with vertical templates and workflow tooling that compete with Dealflo's deal automation capabilities in regulated industries including financial services.
- Onit: Onit offers enterprise contract management and legal workflow automation, including financial services-focused deal automation use cases that intersect with Dealflo's end-to-end agreement automation offering for banks and lenders.
- Ironclad: Ironclad is a contract lifecycle management (CLM) platform that automates agreement creation, review and execution workflows for legal and business teams, overlapping with Dealflo's deal automation value proposition in financial services and other regulated verticals.
- Concord: Concord is a cloud-based contract lifecycle management platform that automates agreement creation, negotiation and eSignature, targeting SMB and mid-market financial and professional services buyers that overlap with parts of Dealflo's addressable base.
Broad incumbents
- OneSpan Sign: OneSpan Sign is the enterprise eSignature platform whose customer base and partner material dominate the supplied data; it directly overlaps Dealflo's deal-automation use cases for banks and insurers, but operates at much broader scale with a horizontal feature set.
- DocuSign: DocuSign is the market-leading horizontal eSignature and Agreement Cloud platform and the most direct substitute for Dealflo's agreement automation capabilities in financial services, with significantly larger scale and brand recognition.
- Adobe Acrobat Sign: Adobe Acrobat Sign is an enterprise eSignature and agreement workflow solution bundled into the Adobe Document Cloud suite, competing for the same regulated FS deal-execution workloads as Dealflo but with a much broader productivity and document platform behind it.
Direct peers
- Dropbox Sign (HelloSign): Dropbox Sign is a developer-friendly eSignature API and SaaS product competing directly with Dealflo's electronic signature and agreement automation capabilities, particularly for SMB and mid-market financial workflows where developer-led integration is a key purchase driver.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Dealflo social profiles
Digital presenceDealflo financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dealflo leadership team
Management profileNumber of profiles
Profiles1 record
Dealflo funding detail
Funding detailFunding overview
Funding rounds3 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dealflo M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dealflo
What does Dealflo do?
Dealflo is a specialist provider of end-to-end agreement automation services to the financial sector. It sells a software platform that automates the full agreement lifecycle — from document generation and identity verification through signature execution to compliance-ready storage — for banks, lenders, insurers, and other financial institutions.
When was Dealflo founded?
Dealflo was founded in 2009. It employs 51 to 100 people.
Where is Dealflo based?
Dealflo is headquartered in Montréal, Canada, in the North America region.
How does Dealflo make money?
One revenue line is on record: subscription Plans.
Who are Dealflo's main competitors?
Emerging players on record are Icertis, SirionLabs, Agiloft, Onit, Ironclad and Concord. Broad incumbents are OneSpan Sign, DocuSign and Adobe Acrobat Sign. Dropbox Sign (HelloSign) is listed as a direct peer.
Does Dealflo have an API?
No public API is recorded for Dealflo.
What industry is Dealflo in?
Dealflo's product category is Agreement Automation Software. Its primary akta.pro industry code is FSAEAGAK, Transaction Structuring, Negotiation & Deal Execution Support, with a secondary code of BPAAAGAC, General Ledger & Close (Journal Entries, Month-End Close, Reconciliations). Its NAICS code is 522320 and its SIC code is 6199.