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DEAL MANAGEMENT SOLUTION FOR M&A

SmartExchange

 

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

API INTEGRATION

 

VISUAL ANALYTICS

 

CALENDAR

 
Contract Management

CONTRACT MANAGEMENT

 

AUTOMATED REPORTING

 
virtual data room

VIRTUAL DATA ROOM

 
custom applications

CUSTOM APPLICATIONS

 

ACCELERATE DEAL FLOW & IMPROVE OUTCOMES

streamline M&A deal workflows

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.
VDR Connectivity

Improve Productivity

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

Save Money

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

Enhance Collaboration & Transparency

Set due dates, assign tasks, track progress, and share files.  Work management in one place keeps teams organized, informed,  accountable.
VDR Expertise

Reduce Risk

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

Custom Configuration

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

LEARN MORE ABOUT SMARTEXCHANGE FOR M&A

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