Harvey Greystone
Professional deal tracking and management system

Confidentiality & Non-Disclosure Agreement

By accessing this platform, you acknowledge and agree to be bound by the following terms:

1. Confidentiality & Data Protection

All documents, financial information, deal structures, projections, contact information, and materials contained herein are strictly confidential and proprietary. You agree not to disclose, share, or transfer any information to unauthorized third parties without express written consent.

2. Permitted Use

This platform and all contents are provided solely for evaluating potential business opportunities and managing capital-raising activities. Unauthorized use, including competitive analysis, reverse engineering, or public disclosure, is strictly prohibited.

3. Security Obligations

You shall not: (a) copy, reproduce, or distribute materials; (b) attempt to derive competitive advantage; (c) discuss with unauthorized parties; (d) use for unauthorized purposes; (e) modify or create derivative works.

4. Term & Duration

Confidentiality obligations survive termination of access and continue for five (5) years or as required by law. Upon termination, you agree to return or permanently destroy all copies of confidential materials.

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HARVEY GREYSTONE
Deal Platform
Client Intake Link
Deals
HG
HGC Team
All saved
HGC Dashboard
JSON
CSV
PDF Report
Full Backup
New Deal
Drop deal documents here or click to browse
PDFs are scanned, fields auto-fill, and an underwriting memo is generated
AI Underwriter Read
Banker Fit (Debt)
Investor Fit (Equity)
Risk Level
Profitability
Est. Valuation
ROI / Return
LOI / Terms
DSCR
Leverage
Margins
Use of Funds
Exit Strategy
Key Terms
Plausibility Read
Green Flags
    Red Flags
      Short-Term Capacity
      Long-Term Capacity
      Auto-generated when you scan documents.
      Drop documents and click "Underwrite Documentation" to generate.
      First-pass screening only. Not verified underwriting. A licensed broker must complete formal review before any decision.
      Add Contact
      Add Task
      Data Room
      Capital raise document checklist & intake tracker
      Client Portal & NCNDA
      Share a signing + upload link with the client
      New Investor
      Deal Engagement