M&A Software

Employ targeted marketing to engage your network of companies, buyers and others using a low-touch approach, then remove networking luck by targeting your best leads.

Built-in project management capability to collaborate with clients and create quality deliverables in a short timeframe. Automate reporting using state-of-the-art client portal.

Build intelligent target lists by refining buyer deal preferences over time using tracked deal history. Collaborate and track all buyer questions using automated Q&A repository.

Keep buyers engaged until close with quick and consistent turnarounds. Manage all deal documents from one shared work space to better collaborate with clients.

Nurture relationships beyond the firm level by tracking relationships across industry groups, individual dealmakers and key executives to get the most out of your network.

Stay on top of key metrics for business development, origination, pitches, mandates, revenue as well as performance for each industry group, region and partner.