Research

Dig into the details of a deal
 

Track activities and notes that are associated to the deal as you work through the details. Embedded resources help further research into the deal.

3rd Party Validation

Arms length analysis and validation (through reputable sources)
 

Adding 3rd party validation adds additional transparency to the deal. Easily integrate 3rd party data and reports to ease the process of due diligence.

Competitor Research

Add additional research for the due diligence process
 

Collaboration Tools

Ask questions and track communications
 

Collaboration is an integral part of the deal. Our tools built right into the deal allow you to track your communications from one location. This keeps the facts of the deal easy to find and follow.

Checklist

Define tasks for yourself and your team
 

Easy to create checklists accessible directly in the deal books or outside of a deal, allow you and your team to easily cooridinate the tasks that need to be done for a deal. Use simple or advanced checklists to assign dates and owners to the activity.

Multi-Currency

Provide information in native currency
 

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