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DEAL MANAGEMENT SOLUTION FOR CAPITAL MARKETS

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.

A SEAMLESS EXPERIENCE FOR ALL

Fund Managers

Investor Relations, GPs, and fund administrators can manage and automate all fund-related administration and investor communication in real-time.

Investors

Provides  investors a fully customizable, intuitive portal to manage and monitor their investments.

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