Mercatus Provides Speed


Accelerate deal flow and increase capacity without increasing resources by digitalizing and connecting your investment lifecycle phases (DEVELOP-BUILD-OPERATE-CONTROL) end to end.

Speed Up Your DEVELOP Phase

Pipeline and Business Development Key Features


Proposal Generation

Quickly generate project proposals with automatic pricing and document generation.

Pipeline Consolidation

Aggregate project data and financial assumptions, project milestones, and document completion status to get full visibility into pipeline status including risk levels.

Pipeline Filtering

Quickly analyze portfolio and project status using custom views and filters to focus on the most important projects and drill down into project details.

Project Details Management

Collect and store detailed project information centrally, including all financial data, pricing outcomes, project milestones, and documents.

Milestone Tracking

Configure project milestones to align with development stages and requirements and monitor on-track and at-risk projects.

Project Management

Track and manage project workflow and task execution leveraging a variety of industry specific or self-configurable project planning templates.

Automated Notifications and Approval Processes

Automate task management, notifications, and approvals to improve business development team productivity and accelerate deal flow.

Speed Up Your BUILD Phase

Engineering Project Workflow and Resource Management Key Features


Project Management

Track and manage project workflow and task execution leveraging a variety of industry specific or self-configurable project planning templates.

Automated Notifications and Approval Processes

Automate task management, notifications, and approvals to improve business development team productivity and accelerate deal flow.

Milestone Tracking

Configure project milestones to align with development stages and requirements and monitor on-track and at-risk projects.

Resource Planning

See aggregated tasks and timelines for your entire portfolio and filter by specific criteria, so that you can easily prioritize work and allocate resources across various projects.

Speed Up Your OPERATE Phase

Asset Financial Management and Reporting Key Features


Asset Registry

Establish a “single version of truth” for all asset data and records with the ability to filter, sort, aggregate, view and share asset data, performance metrics, and hierarchical roll-ups in real time.

Document Management

Manage all your documents in a single cloud repository leveraging version and permission controls, key terms tracking, and document tagging to quickly find details within documents.

Compliance Management

Consistently meet contractual obligations and avoid penalties with detailed commitment logs with assignees and deadlines, automatic notifications and alerts, data traceability, configurable approval workflow, and Gantt chart views.

Performance Management

Detect underperforming assets early and improve investor guidance and confidence by quickly spotting and taking corrective actions based on up-to-date data on forecasted and actual revenue, OpEx, and system production.

Dashboards and Reports

Monitor and analyze the health of your portfolio via portfolio-level trend analysis and asset views (by regions, technology types, or stakeholder/investors). Make stakeholder reporting more efficient and accurate by automating your manual data collection, aggregation, and report distribution process.

Speed Up Your FINANCE Phase

Finance, Risk, and Compliance Key Features


Automated Deal Pricing

Automatically control pricing quotes and financial assumptions on every deal with a hosted pricing model so that your team stays focused on the best opportunities.

Excel Models in the Cloud

Sync data from portfolio analytics, reports and project models all in one place, so that you have a single, reliable record of truth at all times.

Audit Logs

Gain instant access to detailed change logs for all of your data fields so that you stop wasting time auditing project data, and start acquiring more projects.

Instant Investment Memo Generation

Generate high quality, accurate investment memos with the push of a button so that you can simplify and standardize your investment review.

Bulk Editing and Calculation

Calculate and update multiple financial models for multiple projects all at once, so that you spend less time crunching numbers and more time analyzing trends.