OBSIDIAN DEAL OPS
THE PROCESS

How It Works

From scattered files to structured data room. One controlled workflow.

THE SPRINT

Three Days. One Complete Pack.

Day 1

Intake and Structure

We receive your deal documents, set up the data room structure, and produce the initial gap analysis. You get a clear view of what you have, what is missing, and what needs chasing.

Day 2

Chase and Validate

We chase missing documents through secure upload portals, validate completeness against the deal mode checklist, and track every item. Sponsors and third parties upload directly. No email chains.

Day 3

Package and Deliver

We deliver a complete, branded, lender-ready export pack. Data room index, gap list, and deal summary included. Your lender receives a structured submission, not a folder of loose files.

DELIVERABLES

What You Receive

01

Data Room Index

Every document catalogued, indexed, and version-tracked. Lenders see exactly what is in the pack without opening every file.

02

Gap Analysis

A clear picture of what is missing, what is stale, and what is ready. Prioritised by urgency with owner assignments.

03

Export Pack

A structured ZIP with branded cover pages, ready for lender submission. Professional, consistent, auditable.

COMMON QUESTIONS

Frequently Asked

How long does deal packaging take?
Standard bridging or refinance deals complete within days. Complex development finance builds with multiple counterparties take 7 to 10 days.
What documents do you need from us?
We provide a checklist based on your deal type and mode. You upload documents through a secure portal. We tell you what is needed; you send it in.
Is my deal information secure?
Encrypted storage, role-based access, full audit trail. Your documents are protected at every stage.
What if my deal is unusual or does not fit your standard modes?
We handle all UK property finance deal types: bridging, development, refinance, and more. Speak to us about non-standard structures.
Can I see an example of a finished pack?
Yes. Book a call and we will walk you through a real, anonymised export pack so you can see exactly what your lender receives.
What is included in deal packaging vs a retainer?
A sprint covers one deal end to end. A retainer provides ongoing operations across multiple active deals in your pipeline.
Do I use the software myself or do you do it for me?
We do it for you. You upload documents and receive the finished pack. We handle the operations.

Not sure yet? Start with a free gap analysis. No commitment.

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