Real-Time Answers to Real-Time Questions
Meet your business’s needs. Summarize deal information and activities across the pipeline.
Design configurable workflows
Manage data, documents, activities, and individual offerings across all deals.
Automate accretion / dilution analysis
Automate across your portfolio to determine which deals enhance the overall investment portfolio.
Learn how we’re solving deal management challenges. View our Client Success Stories or request your own personalized demo.
Inside you’ll find: