SmartExchange
CUSTOMIZE TECHNOLOGY FOR THE WAY YOU WORK
SmartExchange is an end-to-end deal management platform that can be tailored to match your exact business processes and workflows.
SmartExchange works out of the box but also is capable to leverage existing APIs to link siloed data sources and unite them into a single, secure hub so you can manage data and structure your workflow to the way you work.
KEY BENEFITS
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 rationale of the deal during each execution phase helps them make more informed business decisions.
Reduce Risk
Custom user profiles and granular security rights keeps information secure. Reduced manual processes helps eliminate costly human error.
Save Money
Consolidating work management into a single source eliminates redudant processes and third party service provider costs.
Enhance Collaboration & Transparency
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.
A SINGLE SOURCE FOR DEAL MANAGEMENT
M&A | PRIVATE EQUITY | COMPLIANCE
SmartExchange streamlines deal processes and workflows, allowing you to efficiently manage and report on all stages of a transaction.
USE CASES
- CRM
- Fundraising
- LP reporting
- Buy-side due diligence / process management
- Post acquisition tracking
- Portfolio company communication
- Sell-side exits
- Custom app builder
CORE OFFERINGS
- API integration with CRM
- Task management with configurable workflows
- SmartDrive
- Investor Reporting & Portal
- SmartRoom VDR
- Reporting, dashboards, visual charts
- Source documents from 3rd party solutions
- Automated reporting and notifications
