Deal Workflow™ is a project management tool for advisors to digitize all their workstreams and get clarity and control across the full deal lifecycle.
Bring together the multitude of moving parts and centralize all your deal activity
Project management tools and digitized checklists track progress at every stage
Control every aspect of your transaction from start to finish
Standardize processes so they can be templated, replicated & reused
Start preparing for your deal using Deal Workflow™ today.
Assign users, roles, tasks and security, then benefit from a streamlined, low-touch workflow
Create your own workflows to make all of your deal marketing, preparation, execution and integration processes more efficient
Create and present seamless, sophisticated client experiences and illustrate your strengths to the market
Avoid teams internally and externally
working in siloes, reduce emails by up to
50% and put an end to un-secure and
disorganized project management
Monitor progress across multiple
projects and create accountability among teams; identify bottlenecks and reduce unexpected issues and delays
Standardize critical processes and get the entire business aligned around what it takes to deliver the best outcomes
Workflow is built right into the Ansarada Deals platform so that you can use it to prepare for free before even opening your Data Room.
Once your Data Room is active, use Workflow alongside your room to govern information, people and dates in real time and always know exactly how you are progressing.
Once the deal is closed, use it for a smooth and swift integration process to map out and execute your 100 day plan.
Ansarada’s Deal Workflow tool is a dashboard to monitor your complete deal lifecycle.
Workflow allows you to customize checklists and create your own workflows in minutes to manage multiple projects at every stage of the deal - from strategy and deal marketing through to closing and post-deal integration.
The dashboard gives you an overview of all your different projects, so you can track everything your team is working on without wasting time searching for it.
And anything else you can think of.
View projects in a checklist format or visualize your workflows in an interactive Gantt chart. Collaborate with your teammates internally and externally. Assign tasks, highlight high-priority items, and significantly reduce the amount of risky emails in the process.
Transfer all your work from Excel - your own due diligence checklists, workflows, document requirements and processes – and work on them securely. Import your customized information and harness the power of automated deal preparation and reporting.
Export it back to Excel if you need an instant snapshot in an Excel file format.
Save your favourite Workflows as templates so you can reuse them on future projects. Now you can save time and cost every time you kick off a deal.
Once your go-to checklists are in the Deals space, they can quickly be replicated and re-used for the fastest possible setup of your next transaction.
Templating is the key to standardizing all your workflows on Ansarada. Share best-practice with your teams and track progress with complete visibility and control. Adapt and improve your templates as you use them to get more efficient and perfect your processes over time.