SMARTEXCHANGE

CUSTOMIZE TECHNOLOGY FOR THE WAY YOU WORK

SmartExchange is a fully customizable work management and data exchange platform that can be tailored to match your exact business processes and workflows.  SmartExchange works out of the box but also is capable to leverage existing APIs to link siloed data sources and unite them into a single, secure hub so you can manage data and structure your workflow to the way you work.

KEY BENEFITS

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Streamline Workflows

With all data available real-time in one central location, you eliminate back-and forth emails, spreadsheets, and other repetitive time-consuming administrative tasks

Save Money

Consolidating work management into a single source eliminates redudant processes and third party service provider costs.

Improve Productivity

Empower your workforce with the resources and insights they need to streamline their workflow and make more informed business decisions.

Enhance Collaboration & Transparency

Set due dates, assign tasks, track progress and share files.  Work management all in one place helps teams stay organized, informed, and accountable.
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Reduce Risk

Custom user profiles and granular security rights keeps information secure.  Reduced manual processes helps eliminate costly human error.

Customized Configuration

Integrate enterprise systems you already use to maximize their ROI.  Build out your portal and dashboard to mirror your existing workflows.

UNLIMITED USE CASES.  ENDLESS POSSIBILITIES.

SmartExchange streamlines diligence and post merger integration efforts, allowing you to efficiently manage and report on all stages of a deal.  

Use Cases

  • CRM
  • Fundraising
  • LP Reporting
  • Buy-Side Due Diligence / Process Management
  • Post Acquisition Tracking
  • Portfolio Company Communication
  • Sell-Side Exits

Core Offerings

  • API Integration with CRM
  • Task Management with Configurable Workflows
  • SmartDrive
  • SmartLP
  • SmartRoom VDR
  • Reporting, dashboards, visual charts
  • Source documents from 3rd party solutions
  • Automated notification and syncing of changed documents

SmartExchange streamlines diligence and post merger integration efforts, allowing you to efficiently manage and report on all stages of a deal.  

Use Cases

  • CRM
  • Buy-Side Due Diligence / Process Management
  • Post Acquisition Tracking
  • Sell-Side Exits

Core Offerings

  • API Integration with CRM
  • Task Management with Configurable Workflows
  • SmartDrive
  • SmartRoom VDR
  • Reporting, dashboards, visual charts
  • Source documents from 3rd party solutions
  • Automated notification and syncing of changed documents

Vendor Compliance

Client/Buyer Onboarding
  • Communication
  • Bank Lenders
  • Auditors

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