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Features

Providing Everything You Need

DEAL EVALUATION FORM

Streamlining Your Evaluation Process

Introducing our Deal Evaluation Form feature, designed to enhance your deal assessment effortlessly.

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  • Experience interactive and flexible form customisation to tailor evaluations precisely.

  • Utilise various question types, including text, multiple-choice, linear scale, and checkboxes.

  • Facilitate seamless collaboration with internal and external stakeholders for comprehensive insights

  • Centralise and organize all responses for efficient analysis.

  • Download responses as Excel files to perform in-depth analysis and reporting.

Streamlining Your Evaluation Process
Deal Evaluation Form
Revolutionize Your Deal Management

INVESTMENT COMMITTEE PROCESS

Revolutionize Your Deal Management

Introducing our Investment Committee Process feature that optimises deal management through automation. Streamline your investment committee workflow with ease.

 

  • Automate crucial tasks and generate concise deal summaries, saving valuable time.

  • Enable seamless collaboration among internal team members with comments and voting capabilities

  • Centralise discussions and decision-making for increased transparency and efficiency.

  • Make well-informed decisions backed by collective expertise, all in one place.

Investment Committee Process

TERM SHEET AUTOMATION

Simplify Deal Negotiations with Automated Term Sheet Creation

Revolutionize deal negotiations with our Term Sheet Automation feature. Create term sheets effortlessly while leveraging stored deal information. The platform dynamically populates term sheets, eliminating redundancy. It verifies data against the term sheet, corrects errors on-the-go, and ensures professional formatting.

 

  • Effortless term sheet creation

  • Dynamic population of term sheet details

  • Verification against stored deal information

  • Real-time error correction

  • Professional and consistent document formatting.

Simplify Deal Negotiations with Automated Term Sheet Creation
Term Sheet Automation
Streamline Investment Agreements with Automated Generation and Verification

INVESTMENT AGREEMENT GENERATION + AUTOMATION

Streamline Investment Agreements with Automated Generation and Verification

Simplify investment agreements with our automated generation and verification feature. Create agreements swiftly by harnessing stored deal data. The platform auto-populates agreement details, streamlining the process and reducing repetition. It cross-references information with the term sheet, rectifying discrepancies in real-time, and guarantees impeccable document formatting.

 

  • Swift and automated agreement creation

  • Auto-population of agreement specifics

  • Real-time cross-referencing with the term sheet

  • Error correction on the fly

  • Assured, polished document formatting.

Investment Agrement Generation

REDLINING + COLLABORATION + NEGOTIATION PROCESS

Effortlessly Collaborate and Streamline Negotiations with our Redlining Feature

Elevate collaboration and negotiations with our Redlining + Collaboration + Negotiation Process. Our dynamic platform integrates a built-in document editor, enabling seamless creation and refinement. Collaborate with internal and external teams privately, utilizing comments and audio notes. Track versions effortlessly, lock clauses for secure negotiation, and share for redlining and review. The built-in signing process ensures seamless finalization.

 

  • Integrated document editor

  • Private collaboration with comments and audio notes

  • Version tracking and secure clause locking

  • Redlining and external stakeholder review

  • Streamlined built-in signing process.

Effortlessly Collaborate and Streamline Negotiations with our Redlining Feature
Redlining + Collaboration + Negotiation Process
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