DEAL MANAGEMENT SOLUTION FOR M&A
Introducing 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. Any deal-related tasks, documents, and communication are accessible in real-time from anywhere, providing a streamlined experience for all parties involved. With SmartExchange deal teams can stay focused and accountable – leading to more efficient, and successful deal outcomes.
CENTRALIZE ALL M&A DEAL PROCESSES
By consolidating all work onto one platform, SmartExchange connects siloed, inefficient deal processes to create a true end-to-end deal management solution.
Deal Strategy & Preparation
Target Screening
Due Diligence
Negotiations & Contracts
Post Merger Integration
DEAL STRATEGY & PREPARATION
TARGET SCREENING
DUE DILIGENCE
NEGOTIATIONS & CONTRACTS
POST-MERGER INTEGRATION

EVERYTHING YOU NEED TO MANAGE DEALS, ON ONE PLATFORM.
SmartExchange integrates all deal tools onto one platform, streamlining workflow throughout the entire deal lifecycle.

PROJECT MANAGEMENT

CRM

API INTEGRATION

VISUAL ANALYTICS

CALENDAR

CONTRACT MANAGEMENT

AUTOMATED REPORTING

VIRTUAL DATA ROOM

CUSTOM APPLICATIONS
ACCELERATE DEAL FLOW & IMPROVE OUTCOMES

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.

Improve Productivity
Keep teams focused on the strategic rational of the deal during each execution phase helps them make more informed business decisions.

Save Money
Consolidating work management into a single source eliminates redundant processes and third-party provider costs.

Enhance Collaboration & Transparency
Set due dates, assign tasks, track progress, and share files. Work management in one place keeps teams organized, informed, accountable.

Reduce Risk
Custom users profiles and granular security rights keeps information secure. Reduced manual processes and administrative work helps eliminate costly human error.

Custom Configuration
Integrate enterprise systems you already use to maximize their ROI. Build out your portal and dashboard to mirror your workflow.