Due Diligence

Benefit from a single platform combining corporate finance information, CRM & Dealflow Management capabilities to get the most of your experience.

From Origination to Execution

View of the different interfaces of Arx Platform

Deals intelligence

Arx Platform has been created to assist you on a daily basis, whether you are identifying new prospects or searching for insights.

We have developped dedicated features for Due Diligence firms, ranging from Financial Due Diligence, Transaction Services, Strategic Advisory and Commercial Due Diligence to save time at every steps of your process.

Selected examples below:

  • Anticipate portfolio exits and optimise your origination process
  • Benefits from strategy & intelligence on portfolio companies
  • Clear overview of the market trends and investment statistics within your country or industry
  • Marketing and publimailing capabilities with direct access to professionals within the most-well known GPs in Europe

CRM & Dealflow management

Arx Platform integrates customised features for Due Diligence Boutiques, Accountants, Big Four, Investment Banks and Advisory boutiques in regards to Contacts & Dealflow management.

More than a CRM, we have developped a global ecosystem allowing you to focus on your origination & execution process instead of data collection or notes taking.

Discover how we support our clients to leverage on their information & relationships and gain a clear overview of their interactions with prospects, clients and counterparties.

A dedicated and encrypted environment with separate servers only visible to your team.

Our environment is hosted within the European Cloud, guaranteeing the protection of your data in regards to the US Cloud Act.

Benefit from Arx Platform’s information regarding investment firms, portfolio companies and corporates.

Access thousands of professionals emails & contacts details, ranging from portfolio managers to C-levels, within a single-click.

Arx Platform allows you to organise and manage in a clear and visual way all your contacts and companies.

Whether these contacts are coming from Outlook, Excel or a CRM system. We have developped customisable fields allowing you to recover, organise and filter all your notes and relevant data at any time.

You will also find monitoring tools and taylor-made statistics synthetising your different exchanges per contacts, projects or companies.

You will benefit from a professional tool dedicated to your process and completely customisable.

Manage your dealflow from opportunity to mandate. Customise your process from pitchs, kick-off meetings to Q&A sessions. Taylor your actions per prospects and clients from marketing actions, VDD pitch to closing.

We have also developped dedicated Due Diligence features such as an origination channel or a digital spreadsheet « watchlist » to monitor closely group of companies or industry with clear overview and statistics.

All these interactions are automatically link with your CRM system in order to enrich and understand your work relationships and transactions habits with your entire ecosystem.

We have developed ergonomic Dashboards & Reports dedicated to Due Diligence firms, fitted for Due Diligence Boutiques, Accountants, Big Four, Investment Banks and Advisory boutiques.

Whether you need a complete overview of your firm activity : fees forecasted, number of opportunities per sector, current missions by stages, average length for an execution, etc. or a personnal understanding of your dealflow. You will always access this information synthetised in a simple manner.

Arx Dealflow Management CRM view

Marketing and communication

Presentation of a live profile modification in Arx platform

A showcase for your firm

By becoming a client, you will get the option to join the Arx Platform and to manage your profile online. 

Every client from Due Diligence Boutiques, Investment Banks, Accountant firms, Big Four, Private Equity firms is able to describe its activity and control its communication.

Profiles are visible by thousands of Private Equity professionals, Family offices and Investors looking for a specific expertise, ranging from buy-side to sell-side Due Diligence with a specific sector understanding or a geography presence.

What People Say About Us

Client Testimonials