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 Preparation
Whether you’re a buyer, seller, or advisor, SmartExchange has everything you need to manage and track your entire deal pipeline –all in one place. Connect your CRM or any other data source to easily important organize all deal-related information.
Set deadlines, assign tasks, track progress, and share files. Dynamic dashboards and customized reporting let teams monitor progress and anticipate any potential roadblocks that can stall or hinder a deal’s success.
Deal Marketing
Deal marketing processes are often plagued with inefficiencies caused by working with multiple siloed applications. SmartExchange gives you all the tools you need so you can integrate and streamline all your deal marketing activities onto one platform.
Connect your CRM to automate email outreach campaigns to target lists and seamlessly track all email data and responses back to the contact record. Manage NDA’s with our electronic signature tools built directly into the platform and move potential buyers into the due diligence phase more quickly.
Due Diligence
Get full access to SmartRoom, our industry-leading virtual data room and all its functionality from directly within SmartExchange.
Run your entire due diligence process within the platform and securely share and collaborate on data during any stage of the deal. Sync data from your CRM and configure custom user settings and security profiles that control access to content on SmartExchange connected applications and across all deal execution phases.
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Negotiations & Contracts
Facilitate all negotiations and contract processes directly within the platform.
Utilize our Office365 integration or SmartDrive desktop application to manage redlining with external parties and track changes in real-time. Send final closing documents to buyers and manage signatures with our electronic signature integration. Setup alerts so teams can stay on top of changes and know when documents are ready to sign.
Post-Merger Integration
SmartExchange makes it easy to seamlessly transition deal data to the integration team. With all information available in one secured shared space, teams can stay organized, connected, and accountable.
Using our project management tools existing content can be restructured to align with new post-merger checklists, tasks, and deadlines. Visual graphics and dashboards bring together everything your team needs to unlock and maximize deal value.
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
Improve Productivity
Save Money
Enhance Collaboration & Transparency
Reduce Risk
