We have developed a ready-to-use platform adapted to your process and completely customisable.
Gain a clear understanding of your opportunities and current mandates or investments with adapted criteria and features such as fees forecasting, advisors related, unlimited documents upload, emails tracker etc.
Your information is easily accessible online through a synthetic timeline & a greed view or by generating ready-to-use reports.
You are also able to create alerts & notifications to track more specifically an industry or a company on the long-run.
Save time and stay up-to-date with your contacts.
Whether you are prospecting, maintaining your relationships or looking for Buyers. You will always benefit with your Dealflow Management environment from the M&A Deals information maintained by our team on a daily basis.
Within a single click, add a Corporate to your Buyers log or screen the portfolio companies of a Private Equity firm and start a marketing action instantaneously.
You and your team will always be able to save and recover important emails within your system.
Our technology allows you to save and organise emails by project, contact and company.
The first CRM functionnalities adapted to Investors, Corporate Finance Advisors and Consulting firms thanks to real-time synchronisation of notes, documents, meetings and exchanges on all companies and people related to an opportunity or a deal.
Emails back-up per person, company and project are also available.
We have developed advanced features allowing you to modify and evolve your system very easily.
Whether you are starting a new activity, launching a new investment strategy, modifying you internal process, requesting new type of information on contacts & corporates, or just welcoming new members in your firm, you can customise everything online with a single click.