M&A Deal Transactions
- Exchange documents and communications securely between buy and sell side
- Communicate and work on documents privately within a side in addition to the shared space
- Permission the right people in to each area
- Assign and manage the work from one platform
Advisory / Consulting Services
- Incorporate your proprietary content and match the needs of the client’s industry and situation
- Communicate and share documents with your client and their advisor team
- Set deadlines and reminders to keep everyone on track
- Seamlessly transition to an active deal process as appropriate
Client Prospecting
- Manage all of your prospects in one place
- Customize the prospecting space to reflect your firm’s client acquisition process
- Set reminders to ensure that potential clients stay on your radar
Process Templates
- Customize design templates for prospecting, consulting, deal preparation, and diligence
- Customize and save design templates for specific industries and areas of expertise
- Incorporate elements from DealWare content to enhance your process
- Quickly implement your process templates as you engage a new client