For invite-only deal conferences
Software that does the stuff software should. So you can do the things only you can.
ConferenceDock matches Independent Sponsors and Capital Providers on thesis, deal size, sector, and stage. It explains every recommendation and solves the meeting schedule. Your team spends the week on the room, not the spreadsheet.
Your matches
14 new- 94
Family office
Midwest · control and minority
Why: Deal size, sector, first-time Independent Sponsors welcome
- 88
Lower middle-market PE fund
Southeast · control buyouts
Why: EBITDA range, stage, thesis on founder succession
- 81
Senior debt provider
National · unitranche
Why: Check size, geography, deal size
Messages
Meeting request
Accepted30 min · scheduled by the solver
Attendee viewIllustrative data
Built for
- 1,500+
- Attendees on a single conference
- 39,000
- Meeting slots across two days
- Two-sided
- Every match has to fit both parties
- Offline
- The schedule works on the phone without Wi-Fi
The platform
Matching, messaging, scheduling, prep, follow-up.
All the machinery that used to eat your week, handled, so the two days of the conference are yours to run. Here is what the software does, and what it leaves to you.
01Matching
Every attendee meets the counterparties who actually fit.
ConferenceDock scores every possible pairing on structured criteria (deal size, check size, EBITDA range, sector, geography, stage) and on the investment thesis each attendee writes in their own words. Every recommendation shows its reasons, so a managing director can judge it in seconds.
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Two-sided by design
A match has to work for the Independent Sponsor and the Capital Provider. One-sided interest does not rank.
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Mandate gates
Capital Providers set the deal size, sector, and stage they will take. Requests outside the mandate never reach them.
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Explained, not just scored
Each match says why in plain language. No black-box number to second-guess.
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Grows with registration
Matches refresh as new profiles complete, so every attendee's list fills in as the room does.
Capital Provider
Family office · Midwest
Control and minority · $5M to $30M equity
94
Fit score
Why this match
- Deal size of $12M sits inside their $5M to $30M range
- Business services is a stated sector focus
- Both theses cite founder succession in industrial services
- Open to first-time Independent Sponsors
Match detailIllustrative data
02Scheduling
The schedule solves itself. You keep the final word.
Accepted meetings flow into a constraint solver that weighs each attendee's priorities, their blocked-out time, and the rooms and tables you have. When something changes, it re-runs on its own. Pin the meetings that cannot move. Set a lock-in date, and the schedule freezes.
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Priorities count
Attendees rank their accepted meetings. The solver gives the top of each list the best slots it can.
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Availability respected
Attendees block out the time they are not taking meetings. The solver works around it.
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Continuous re-optimization
New acceptances and cancellations trigger a fresh solve 30 seconds after changes settle.
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Pinning and lock-in
Pinned meetings never move. On your lock-in date the schedule freezes for printing and the day itself.
Tuesday · Ballroom tables
0 conflicts412
Meetings
30s
Re-run delay
Oct 1
Lock-in
Solver statusIllustrative data
03Messaging
From request to confirmed meeting, inside the conversation.
Requests arrive as functional cards in the message thread. Accept, decline, or cancel in place. The card updates live for both sides, and the meeting lands on the schedule without a second email.
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Interest first
A request is about fit. The time and table come from the solver, so nobody negotiates calendars.
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Live for both sides
When one side accepts, the other sees it immediately. No refresh, no reply-all.
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Delegates included
Assistants can answer requests for their principals, and notifications route to them.
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The right channel
Email, text, or push, by each attendee's preference. Organizers see flagged messages.
Lower middle-market PE fund
Capital Provider · matched 88
Meeting request · 30 min
PendingSent by an Independent Sponsor · mandate gate passed
- Requested
- Accepted
- Scheduled
Message threadIllustrative data
04Outcomes
Every meeting starts prepared and ends on the record.
Before each meeting, attendees get a brief drawn from both profiles: who they are meeting, where the fit is, and what to ask. Afterward, they capture a rating, notes, and the next step. Connections export for follow-up, and you see the totals.
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Prep briefs
Generated from both profiles and the match reasons. Ready on the phone before the meeting starts.
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Post-meeting capture
Rating, notes, and follow-up intent, captured while the conversation is fresh.
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Connection exports
Each attendee leaves with their connections as CSV or a PDF recap.
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Organizer reporting
Registration, acceptance, and meeting outcomes across the conference, after the event.
Prep brief · 10:30
88Lower middle-market PE fund
- Closed two specialty distribution platforms in the last cycle.
- Equity checks of $8M to $20M. Your deal sits mid-range.
- Ask: appetite for a carve-out with a transition services agreement.
After the meeting
SavedNext step: send the teaser and set a follow-up call.
Brief and captureIllustrative data
For organizers
7:30 am, day one. The whole conference on one screen.
ConferenceDock is built for the person who answers for the event. You set the rules, approve the list, and decide when matching opens and the schedule locks. The software does the assembly and tells you when something needs a human.
- Phase control
- Move the conference through seven phases, from open registration to archive. Each step is deliberate and forward-only.
- Live status
- The day as it happens: meetings in progress, completed, and anything that needs you. Readable on an iPad at the registration desk.
- Safety console
- Blocks, automatic limits on repeated declines, and flagged messages surface to you before an attendee has to find you.
- Outcome reports
- Registration, acceptance, and meeting outcomes after the event. The numbers you bring to next year's planning meeting.
Live status · Day 1
Good morning. Here is the room.
412
Meetings today
0
In progress
1,486
Attendees
2
Need you
Phase
- Open
- Matching
- Scheduling
- Locked
- Live
- Concluded
- Archived
Needs you
- Flagged message for review07:12
- Attendee limited after repeated declines06:58
Organizer live statusIllustrative data
Compare
Legacy tools vs ConferenceDock
If your meetings run on a request form and a spreadsheet, this is what changes.
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Finding the right meetings
LegacyAttendees scroll a list and guess
Ranked on thesis, deal size, sector, and stage, with the reasons shown
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Inbound requests
LegacyAnyone can request anyone
Mandate gates filter requests before they reach a Capital Provider
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Building the schedule
LegacyAssembled by hand, first come, first served
A constraint solver weighs priorities, availability, and rooms
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Late changes
LegacyReworked manually, often overnight
Re-optimized automatically. Pinned meetings stay put
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Confirming a meeting
LegacyEmail chains outside the platform
Accepted inside the message thread. The schedule updates live
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On the phone
LegacyDesktop pages and PDF schedules
Built for the phone first, with the schedule available offline
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After the meeting
LegacyBusiness cards and memory
Prep briefs, captured outcomes, CSV and PDF exports
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Organizer view
LegacyRegistration counts
Live status, alerts, phase control, and outcome reports
How it works
Five steps from setup to the follow-up.
- 01
Configure
Set your days, time slots, rooms, attendee roles, and lock-in date in the organizer setup screens.
- 02
Invite
Send personal invitations to your approved list. Attendees build profiles with their criteria and thesis. Company details fill in from their website.
- 03
Match
Every attendee gets ranked counterparties with the reasons behind each one. Capital Providers set mandate gates. Requests are sent and answered in the thread.
- 04
Schedule
Accepted meetings flow into the solver. It re-runs as things change, respects pinned meetings, and freezes on your lock-in date.
- 05
Meet and report
Attendees run their day from the phone, briefed and offline-ready. You watch it live, then report on what came of it.
FAQ
Questions organizers ask first.
Anything else, ask on the demo call. Security details are on their own page.
How do attendees get access?
By invitation only. You approve the list, and each attendee registers from a personal invitation link. Independent Sponsors and Capital Providers then complete a profile with their criteria and investment thesis. Nobody browses your attendee list without an invitation.
How is confidential deal information protected?
Access is role-based, invitations are personal, and each conference is isolated from every other in the database. Deal sizes and fund details are visible only to the people the roles allow. The platform runs on Google Cloud with encrypted connections throughout. Our security page lists the controls in place today and the hardening in progress.
What does the AI see, and what does it decide?
It sees the profile, criteria, and thesis each attendee enters for your conference. It uses them to rank matches, write the explanation for each one, and draft meeting prep briefs. It runs on Google Cloud Vertex AI under enterprise terms that exclude customer data from model training. It does not decide who meets: attendees request, counterparts accept, and you control the phases.
Does it work when the conference Wi-Fi does not?
Yes, for the part that matters on the day. Each attendee's schedule is stored on their phone, so meeting times and locations stay available offline. Attendees can add ConferenceDock to their home screen like an app. No app store download is needed.
Can assistants manage meetings for their principals?
Yes. An attendee can name a delegate who sends and answers requests, ranks priorities, and manages the schedule on their behalf. Notifications follow the delegation, so the right person sees each request.
How is ConferenceDock priced?
Per conference, based on your attendee count and format. There is no pricing page because every event is configured differently. We walk through pricing on the demo call.
How long does implementation take?
Configuration happens in the organizer setup screens: days, slots, rooms, roles, and the lock-in date. On the demo call we work back from your event date and agree on a timeline for invitations, profile completion, matching, and schedule lock.
Does it replace our registration system or CRM?
It sits alongside them. You invite your approved list, and attendees complete their profiles in ConferenceDock. Connections export as CSV and PDF for your CRM or follow-up process. Tell us what you run today and we will cover integration on the call.
Book a demo
1,500 attendees. Two days. 39,000 meeting slots. Handled.
See ConferenceDock configured for your event in a 30-minute call. Pricing is per conference, and we cover it on the call.
- Your roles, criteria, and schedule, configured
- Per-conference pricing for your size and format
- A reply within one business day
Tell us about your conference
Name, email, and organization are required.
Request received.
We reply within one business day to set a time that works around your event calendar.