Customer success story

Vista Point Advisors

Vista Point Advisors are a boutique investment bank, focussing on advising self-funded middle-market companies in the technology, internet, digital media and healthcare industries.

Vista Point Advisors logo
Industry:
Tech, Media & Telcos Healthcare Consumer & Retail
Field:
Financial Advisor
Ansarada had the security accreditations we needed.
Jeff Rey Koons, senior associate, Vista Point Advisors

"My initial view was that data rooms were a requirement. They weren’t exciting, they weren’t interesting, I just didn’t care. For previous deals we had used Intralinks and Imprima. I wasn’t impressed with either one, so when the option to try something else came up, I thought ‘why not?’ Ansarada had the security accreditations we needed which was the reason I was able to make the change.

In terms of difference, first of all there is the clean UI. They have four buttons that have everything I need and want and nothing I don’t. It’s clean and isn’t cluttered with features I wouldn’t use.

Running the M&A process through the data room was easy. The best data room is one you don’t know exists. It was seamless, there were no problems, everything just worked.

Compared to the larger players like Intralinks who are just running through the process, ansarada understand me. My account manager understood what my end goal was and produced a solution that worked for my deal. All the major data room providers store files securely – it was the customer service which made the difference, it just made the whole process smoother. That is why I would absolutely recommend ansarada .”

Jeff Rey Koons, senior associate, Vista Point Advisors

Vista Point Advisors are a boutique investment bank, focussing on advising self-funded middle-market companies in the technology, internet, digital media and healthcare industries.

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