DealSTE / Who it’s for / Family offices and holding companies

Buy on the record, then hold against it.

Holding a company for years is the job. DealSTE keeps the record you bought on and runs the hold against it: actuals against the model, obligations as they come due, and the next add-on.

Model vs actuals

Each month against the model you bought on.

Operate keeps the underwriting model and sets every month’s actuals against it, so a drift shows up as a line, not as a surprise at the year end.

Model vs actuals: each month against the model the company was bought on
Model vs actuals — worked example, a fictional company, as of 30 Aug 2026

Several companies, one book

Capital reads every partner across every deal you hold, and the intercompany ledger and cash sweep run across them. The Platform plan has no seat or guest limit.

The model stays honest

Model vs actuals shows each month against what you underwrote, so a drift is a line on Today, not a surprise at the year end.

Ready when you sell

Readiness and the data room build from the record you kept, so an exit starts from a file, not a scramble.

Request access

Signups are closed while we bring buyers on in small groups.

We use your email only to reply.

What happens after you send it

01
A person reads it

Not a sequence and not a bot. Every request goes to the owner of DealSTE.

02
We write back as places open

By email, with a yes, a not yet, or a question about what you want to buy.

03
If it fits, an invitation

To a trial of every room, on the record we hold. Nothing is charged and no card is asked for.