Easily import contacts from DealCloud integration or spreadsheets. Assign security profiles to control access and distribution to LP-specific folders.
SmartExchange + DealCloud integration for Alternative Investments allows partners to automate all investor relations services in a single platform with real-time information and dynamic reporting.
SmartExchange + DealCloud integration for M&A Deal Management helps deal teams stay focused and accountable – leading to more efficient, and successful deal outcomes.
The most efficient way to manage all investor relations services and centralize all M&A deal processes.
Manage & automate all investor relations services on one platform
Centralize all fund-related data
Keep teams aligned, informed, and productive
Accelerate deal flow and improve outcomes
Streamline workflow through the entire deal lifecycle
Access reports, documents & time-sensitive information anywhere, in real-time