Our M&A platform streamlines the process of sourcing, evaluting and integrating new opportunities.
M&A Tracking and Deal Management System
Many companies use traditional CRM systems to manage the sourcing and filtering process of potential M&A opportunities. However, these systems do not have the process steps and features unique to the M&A experience.
Our system includes features for each part of a deal's lifecycle including pipeline, diligence, and integration management.
Knowledge Management System
One of the challenges of the M&A process is having a single platform to capture the information obtained in due diligence along with cross-team communication.
Our KM system addresses these needs and integrates them into current workflows (e.g. email, Slack) without requiring the user to change their existing work habits or learn new systems.
Our system offers a virtual data room that uses AI to intelligently analyze user behavior and then makes recommendations on relevant information from across an organization to help the user in their specific tasks. This increases the deal team efficiency and replicates the water-cooler benefit of cross-team knowledge transfer.
