Deal Management

The Deal Management module simplifies your entire deal management process from tracking pre-deal conversations, to collecting and processing deal flow, to holding more efficient approval meetings. Team members are freed from tedious tasks to focus on more profitable activities such as increasing value and planning timely and profitable exits.

At the Core

• Quick Entry Screens. Configures screens for each team member reflecting the specific data points and analysis for which they’re responsible.
• Deal Due Diligence. Collects salient data about each opportunity, including contacts, third party representatives, assigned team members, market analysis, financial status and other notes. You can also create user-defined fields to better describe attributes of a deal.
• Streamlined Deal Flow. Coordinates sharing of data between team members into an efficient process: associates log and filter deals, partners lend expertise and negotiate terms, and inappropriate deals can be rejected at any phase of due diligence.
• Microsoft Outlook Integration. Seamlessly integrates with Microsoft Exchange and Outlook, enabling fast and easy sharing of contacts, reminders, and emails.
• Time-saving Form Letters. Enables quick and easy production of frequently-used form letters such as term sheets and rejection letters.

Taking You to the Next Level

• Call Center Support. Tracks pre-deal activity, enabling efficient prospecting or “rolling up” of an industry. Structured Debt. Allows team members to customize parameters of a loan during negotiations in order to see its expected profitability and IRR.
• Group Security. Segregates views of records by professional, deal team or office, enabling team members to see only the deals for which they’re responsible.
• Dynamic Deal Pipeline. Graphically displays your entire Deal Pipeline, enabling you to quickly see active deals and their status, while simultaneously anticipating upcoming cash needs.
• Efficient Approval Meetings. Generates deal summary and pipeline reports, providing a standard format for reviewing opportunities.