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See a full deal in 30 minutes.
We'll walk your partners through a live mandate, from the conflict check to the success fee invoice, with your own questions along the way. Prefer to look first? Walk through a deal yourself.
- Pipeline Every live mandate by phase, with fees at stake
- Partner gates Conflict check, mandate acceptance and release of the teaser and IM
- Buyers The tracker from long list to preferred bidder, NDA before IM, bids side by side
- Data room What a buyer sees: NDA, watermarked and redacted view-only documents, Q&A, and the interest score you get back
- Security Two-step login, need-to-know access and the tamper-evident trail
- Getting started Importing your clients and live deals from Excel
- Audit firms Trial balance, ISQM 1 and the inspection pack, if you need them