SIMPLIFIED & SEAMLESS EXPERIENCE
SmartExchange is a full-stack deal management software solution for M&A and corporate development professionals.
SmartExchange integrates project management, file sharing (VDR), CRM, and visual analytics onto one platform. From initial strategy and due diligence, to integration planning, all deal processes can be consolidated into one location – creating a single source of truth.
Streamline Workflows
With all data available real-time in one central location, you eliminate administrative processes that hinder efficiency and effectiveness of the deal team.
Increase Productivity
Keep teams focused on the strategic rationale of the deal during each execution phase helps them make more informed business decisions.
Reduce Risk
Custom user profiles and granular security rights keep information secure. Reduced manual processes help eliminate costly human error.
Save Money
Consolidating work management into a single source eliminates redudant processes and third party service provider costs.
Enhance Collaboration
Set due dates, assign tasks, track progress and share files. Work management all in one place helps teams stay organized, informed, and accountable.
Customized Configuration
Integrate enterprise systems you already use to maximize their ROI. Build out your portal and dashboard to mirror your existing workflows.
Why Smartexchange Is Powerful
SmartExchange consolidates all your technology and applications to create a single source of truth.
SmartExchange for Deal Management
SmartExchange provides a Client Portal across ALL deals – empowering both the deal team and target companies to share information in a secure, dynamic, customized web application.
Alternative / pre-configured portal view
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
