Companies stay ‘always-on’ to maximize value
Follow a proven Pathway
Pathways benchmarked against 30,000+ previous transactions guide you to stay on track toward your outcome
Maintain your critical info
Seamlessly transfer documentation into a Data Room when it’s time to execute, then house it in the platform to keep it synced and integrated
Stay ready
Keep your data tracked, visible and up-to-date, so you’re always ready to address gaps and seize the next opportunity
Advisors accelerate outcomes for their clients
The most efficient end-to-end process
Automate and scale processes, from origination to deal preparation and execution, and beyond
Harness the power of AI
Use world-first AI deal tools to predict outcomes with certainty and give clients complete confidence in their outcome
Exceed every expectation
Give your clients a clear picture of the path forward and the tools to guide themselves with significantly less manual work
Stay ready to seize opportunity
Ready: Easily prepare for any outcome
Companies
Step one is completing a custom-built, digital scorecard, where you’ll collect all the documents you need. Choose a templatized scorecard (or create your own) and check off the boxes as you add in files to watch your score increase. You’ll be ready to step into your deal on day one with an automated due diligence checklist and ensure your material information aligns with industry best practice.
Advisors
Direct your clients along a proven Pathway, built off insights from more than 30,000 deals. Give them all the tools to guide themselves as they prepare for their next critical business outcome, with scorecards and educational topic guides. Boost productivity standardizing deal workflow and collaboration, including checklists and pre-set approval processes.
Run: Execute with confidence
Companies
Once you’re ready, your Data Room can be securely created in an instant. It’s a seamless transition to deal execution, where you can move your fully prepared team and documentation into a room in minutes - all with the highest level of security applied. Assigned accountability to areas of your team, use features like threaded commenting to collaborate and improve the score together.
Advisors
Automate due diligence workflows for an accelerated deal process with our AI-powered Data Room. Purpose-built collaboration tools give you a centralized platform to easily adjust and realign, ensuring every team member is on the same page, every document is verified, and nothing slips through the gaps. Use industry first AI tools to uncover insights that reveal bidder intentions and get the confidence that interested parties see your client’s true potential.
Realize: Maximize value ongoing
Companies
Once you’re ready, your Data Room can be securely created in an instant. It’s a seamless transition to deal execution, where you can move your fully prepared team and documentation into a data room in minutes - all with the highest level of security applied. Move quickly with advanced AI tools for confidence that interested parties see your true potential.
Advisors
See your client through to a successful outcome, then help them keep their business in its best shape and always ready for the next event. Maximize value and enable them to reach their full potential through seamless post-acquisition or post-merger integrations and beyond.