Stay organized, on schedule, and informed at all times while simultaneously managing multiple deals.
Search for individual users from the members section. You can also see their information, role, and deals that they are a part of.
Communicate with internal and external team members, as well as send important updates within the platform.
View and learn from analytics regarding your pipeline such as progress status, completed requests, priorities, and more.
I liked that the workflow through the tool centered around what is most important in M&A transactions - getting things done. The platform is simple and doesn't try to over-complicate the workflow for M&A pipeline management.
Securely store and share confidential documents
Speed up and simplify the due diligence process
Plan for integration alongside diligence
Manage all your deals & contacts in one place