SHRK
Start using SHRK

Run the whole deal from one place.

SHRK connects your pipeline, relationships, messages, documents, tasks, and decisions in one workspace. Your team sees what changed, what comes next, and who owns it.

Try SHRK Explore

$0b

Transactions moving on SHRK.

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Family offices, funds & deal professionals.

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Active quarterly deals on SHRK.

Your deals should not live across 15 tools.

Pull the work out of scattered inboxes, spreadsheets, drives, and task lists. SHRK keeps every contact, message, document, decision, and deadline with the deal it belongs to.

Without shrk 18 disconnected tools
Information spread across apps Duplicate contacts Lost context Missed follow-ups Outdated spreadsheets Separate document links No clear ownership Conversations disconnected from deals Manual reporting Unclear deal status
With shrk One connected workspace
Deal pipeline Deal profiles Contact and relationship management In-app messaging Email and communication history Tasks and follow-ups Calendar and milestones Documents and data rooms Secure external deal sharing Submission portals Team collaboration Permissions Deal analytics Viewer tracking Notes and decisions Financial terms Referral and fee tracking Search Activity feed Mobile access

Deal Flow

Family Offices

Acquisitions

Secondaries

Real Estate

Startups

Capital Raises

Partnerships

Strategic Intros

Private Credit

Mandates

Deal Management

Deal Sharing

Due Diligence

Advisors

Deal Economics

Network

Data Rooms

Venture Capital

Collaboration

Private Markets

Debt

Equity

Deal Makers

M&A

Workspaces

Deal Sourcing

Investors

Primaries

Targets

Projects

Private Equity

Advisory

Investment Opportunities

Deal Pipeline

Syndicates

Contacts

Teams

Broker-Dealers

Deal Execution

Users on SHRK

Centralized Deal Flow

Capture every opportunity in one pipeline, whether it comes from your team, an advisor, or someone in the family's network.

Investment Mandates

Define the sectors, stages, asset classes, geographies, and check sizes the family will consider. Compare each deal against those criteria.

Relationship Intelligence

See who brought the deal in, who knows the key people, and which introduction gives you the strongest path forward.

Private Collaboration

Review deals privately with family members, investment staff, and trusted advisors. Keep comments and decisions attached to the opportunity.

Portfolio Oversight

Track ownership, documents, updates, and open follow-ups for every active investment without rebuilding the picture in a spreadsheet.

Institutional Memory

Keep the reasoning behind each investment, pass, introduction, and relationship available to the people who pick up the work later.

See how SHRK fits your workflow

Common questions

SHRK is a workspace for private-market deals. It connects the deal record, the people around it, documents, messages, tasks, and decisions, so the full history stays with the work.

SHRK is for family offices, funds, independent dealmakers, broker-dealers, investment bankers, and private-market teams that source, evaluate, share, and close deals.

Use SHRK for acquisitions, direct investments, venture rounds, debt financings, secondaries, real estate deals, and other privately negotiated transactions. The workflow can follow the stages and data your team uses.

Yes. Invite teammates to review materials, assign work, add notes, and record decisions on the deal itself. Everyone works from the same timeline instead of piecing updates together across email and chat.

Yes. Share only the deal details and files you choose through a secure link. Investors, buyers, lenders, clients, and advisors can review them without creating a SHRK account.

Yes. SHRK links every contact to their firms, mandates, introductions, conversations, and deals. You can see who knows whom, why the relationship matters, and the best path to a warm introduction.

Built around your team

Custom solutions

Does your family office, VC firm, syndicate, or fund need something tailored to your operations and team? We can build it with you. Tell us what you need.