Dealflow from origination to closing of your deals

Our Dealflow Management solution is not just a CRM. This native integration within the Arx Platform allows you to benefit from our entire eco-system on a daily basis, and stay connected with your environment.

Whether you are a private equity firm or a corporate finance advisors, we have developed specific tools adapted to each of your needs. Discover below some examples of features used by our clients.

Arx Dealflow Management CRM view

Management of your dealflow

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.

Priviledge contacts & up-to-date information

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.

Overview of the integration of people, investment funds and companies in your Dealflow Arx CRM
Overview book buyer

Dedicated to M&A users

Digital Buyers log generation

  • Create Buyers lists directly accessible within Opportunities & Mandates
  • Excel friendly
  • Enriched by your data and contacts
  • Customisable and reusable per project
  • Easy access to statistics per project
  • Gain a clear understanding of your business relationships with Private Equity firms and Corporates

Emails organisation & back-up ​​

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.

Intelligent synchronisation of your information

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.

Flexibility & customisation​

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.

What People Say About Us

Client Testimonials