Arx Platform has been created to assist you on a daily basis, whether you are preparing a pitch, creating a buyers list or identifying new prospects.
We have developed dedicated features for M&A Advisors, Investment Bankers, Accountants and Advisory boutiques to save time at every step of your process.
Key benefits and advantages:
Arx Platform integrates customised features for M&A Advisors, Investment Bankers, Accountants, Big Four and Advisory boutiques in regards to Contacts & Dealflow management.
More than a CRM, we have developed a global ecosystem allowing you to focus on your origination & execution process, instead of data collection or note-taking.
Discover how we support our clients to leverage their information & relationships to 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 & contact details, ranging from portfolio managers to C-levels, within a single-click.
Arx Platform allows you to organise and manage all your contacts and companies in a clear and visual way.
Whether these contacts are coming from Outlook, Excel or a CRM system, we have developed 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 tailor-made statistics synthesising your different exchanges per contacts, projects or companies.
You will benefit from a completely customisable and professional tool dedicated to your process.
Manage your dealflow, from opportunity to mandate. Customise your process from pitches and qualifications, to mandate committees. Tailor your actions per prospects, clients and counterparties, from marketing actions to closing.
We have developed dedicated M&A features, such as an origination channel and a digital spreadsheet per project, fully customisable, to keep track of your commercialisation processes (Teaser sent, NDA signed, LOI received, signing, closing, etc.) with a synthesised overview and statistics.
All these interactions are directly linked with your counter-part tracking and your CRM system in order to enrich and understand your work relationships and transaction habits within your ecosystem.
We have developed ergonomic Dashboards & Reports, dedicated to Corporate Finance Advisors.
Whether you need a complete overview of your firm’s activity: forecasted fees, number of opportunities per sector, current mandates by stage, or average length for an execution, you will always have access to this information in a simple and synthesised manner.
By becoming a client, you will have the opportunity to join the Arx Platform and to manage your profile online.
Every client, whether from M&A Boutiques, Investment Banks, Private Equity firms, Strategic Advisors or Commercial Due Diligence, 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 mandates with a specific sector understanding or a geography presence.