Powerful Data For Intelligent Investing
Simple Solutions for All Complex Fund Management and M&A Needs.
SIMPLIFIED & SEAMLESS EXPERIENCE
SmartExchange + DealCloud integration for Alternative Investments allows partners to automate all investor relations services in a single platform with real-time information and dynamic reporting.
SmartExchange + DealCloud integration for M&A Deal Management helps deal teams stay focused and accountable – leading to more efficient, and successful deal outcomes.
Alternative investments
Manage Investor Contacts
Easily import contacts from DealCloud integration or spreadsheets. Assign security profiles to control access and distribution to LP-specific folders.
Centralize Workflows
Project management tools and integrated VDR allow you to centralize all data so you can conduct due diligence, fundraise, market, and more.
Share Fund Information
Share pertinent fund information with the ability to customize which fund details are made available to any specific investor.
M&a Deal Management
Improve Productivity
Keep teams focused on the strategic rationale of the deal during each execution phase helps them make more informed business decisions.
Enhance Collaboration & Transparency
Set due dates, assign tasks, track progress, and share files. Work management in one place keeps teams organized, informed, and accountable.
Effectively Reduce Any Risk
Custom user profiles and granular security rights keep information secure. Reduced manual processes and administrative work help eliminate costly human error
Why Smartexchange Is Powerful
SmartExchange consolidates all your technology and applications to create a single source of truth.
Full Stack Deal Management Solution
SmartRoom
Easily Embeded In Dealcloud
SmartRoom can be easily embedded and opened directly from the Deal page in DealCloud.
SmartExchange
Seamless Portal Integration
Our SmartExchange investor portal can be embedded and directly opened from the Investor Contact page in DealCloud, easily viewing the portal as that user.
All Information In One Place
Single Source Of Truth
A simple list of all your SmartRooms can be embedded which allows you to review important SmartRoom Statistics, such as Last Uploaded Date, Last Viewed Date, or Last Login Date, across ALL your deals.
SmartExchange & DealCloud
The most efficient way to manage all investor relations services and centralize all M&A deal processes.
Alternative Investments
- Manage & automate all investor relations services on one platform
- Centralize all fund-related data
- Keep teams aligned, informed, and productive
M&a Deal Management
- Accelerate deal flow and improve outcomes
- Streamline workflow through the entire deal lifecycle
- Access reports, documents & time-sensitive information anywhere, in real-time