Steps controlled
Transactions
Rapid term sheet approvals, collaborators & e-signatures streamline document completion. Project management, chat rooms & alerts keep participants on the same page.
Start free 〉Project management
Transaction optimization
A clickable transaction feed highlights all previous transaction activity and the project management tool signals next steps
User access
Invite participants to the transaction giving them suitable permission. Everyone on the same page in a secure workspace.
Negotiate
Build a term sheet incorporating terms from your clause library, add payments, track changes and manage approvals
Secure data room
Build documents from scratch or import them from your template library. Invite external collaborators, track changes, set signatories and monitor completion progress.
Communicate
Set up private chat rooms and enable real-time communciation with participants to conclude any remaining requirements
A store for all your transaction data
Instant access to every transaction past and present. Secure and searchable.
