Customer success story

Deloitte partner Alex Jordan is a Pathfinder

Watch one client’s remarkable journey from entry-level analyst to Partner at Deloitte

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Industry:
All
Field:
Financial Advisor
I think that kind of insight is invaluable on a sale process, particularly from [an advisor] perspective when you have limited resources and you want to get the best outcome. It’s a game changer.

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Using SaaS platform to drive client outcomes


Alex Jordan has used Ansarada for more than a decade and watched the product evolve from a simplistic virtual data room into an end-to-end Software-as-a-Service (SaaS) platform.
 
During that time, he’s made the journey from entry-level analyst to Partner at Deloitte and has facilitated more projects than he can list on two hands.
 
My role is to help founders at that once in a lifetime stage where they're looking at monetization or liquidity options for their business,” said Alex. “That's where I step in – to guide them through that process and make sure they get the best outcome.”
 
Alex uses the platform to manage multiple transactions simultaneously and keep complex processes as simple as possible.
 
“I've been doing deals with Ansarada now for going on 12 years. From the first deal I'd ever done; being able to have that visibility, see what bidders are doing and share information very seamlessly and securely – it’s amazing how something so simple can change your life, just in terms of being able to manage the process.”

Alex Jordan