Exclusive Early Access to the Positon Deal Management Platform

Your time belongs with clients and transactions. Positon is bringing AI-powered sourcing (30M+ company database), CRM, outreach, diligence, virtual data rooms, and deal execution into one connected platform.

Built for the demands of real transactions. Here is a recent annoucement by our customer/partner ALM First with ~$80B in AUM, outlining how governed AI can strengthen diligence, execution, and oversight. 

Early Adopter First 250 members receive platform access, onboarding, training, and the opportunity to influence the tools being built for their practice. A one-time $10,000 prepaid membership helps consolidate spending across separate systems and provides conditional access to preferential, planned broker-dealer economics: a 5% Positon share of gross success fees on covered transactions and no annual Positon affiliation fee for three years from approved activation.

Watch the short explainer, explore the brochure, and book a conversation to see how Early Adopter First 250 could fit your practice.

The earlier you join, the more benefits you receive:

• First 250: $5,000 in platform service credits, three first-deal workflow sessions, and priority invitations to banker advisory sessions.

• Next 250: $3,000 in credits, two workflow sessions, and early feature feedback sessions.

• Third 250: $1,000 in credits, one workflow session, and product previews.

• Final 250: Standard support and general product updates.

Membership is a commercial platform purchase. Future broker-dealer affiliation is subject to regulatory approval, individual eligibility, and definitive agreements; it is not guaranteed. Regulatory and third-party costs remain separate. Features are subject to availability and program terms.