Create a connected and streamlined process for preparation, engaging with investors, and managing diligence during sell side M&A.
See for yourselfPrepare materials in unison with service providers and advisors, and share these with your investor community securely and easily with a click of a button.
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Eliminate the Q&A risks of email and spreadsheets, remove bottlenecks and unlock transparency while maintaining security.
Invite existing and new investors with custom-branded communication, and move them through the diligence process with ease.
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Manage requests transparently and with ease, remove Excel for managing due diligence and break information silos.
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Localization of data in 25+ locations and GDPR and CCPA data privacy compliant. We understand that your data is important to you and regulatory requirements might require specific data locations, we make this easy with 25+ locations to choose from.
Intuitive and user-friendly interface, every interaction with the end-user in mind. Build, save and repeat. No engineering degree or IT team needed. Enable business and client facing teams to execute on their mandate without IT delays. Scalable processes and templates that can be leveraged across your business.
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Advanced permission management across the platform, within work environments and down to specific document and task level. Everyone in one environment, but only access resources that they need, when they need them. Managed with flexible roles that are scaleable and repeatable.
Localization of data in 25+ locations and GDPR and CCPA data privacy compliant. We understand that you data is important to you and regulatory requirements might require specific data locations, we make this easy with 25+ locations to choose from.
Intuitive and user-friendly interface, every interaction with the end-user in mind. Build, save and repeat. No engineering degree or IT team needed. Enable business and client facing teams to execute on their mandate without IT delays. Scalable processes and templates that can be leveraged across your business.
Advanced permission management across the platform, within work environments and down to specific document and task level. Everyone in one environment, but only access resources that they need, when they need them. Managed with flexible roles that are scaleable and repeatable.
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