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FULL-STACK DEAL MANAGEMENT SOLUTION

Simple Solutions for All Your Deal Needs.

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SIMPLIFIED & SEAMLESS EXPERIENCE

SmartExchange is a full-stack deal management software solution for M&A and corporate development professionals.

SmartExchange integrates project management, file sharing (VDR), CRM, and visual analytics onto one platform. From initial strategy and due diligence, to integration planning, all deal processes can be consolidated into one location – creating a single source of truth.

Streamline
Workflows

With all data available real-time in one central location, you eliminate administrative processes that hinder efficiency and effectiveness of the deal team.

Increase
Productivity

Keep teams focused on the strategic rationale of the deal during each execution phase helps them make more informed business decisions.

Reduce
Risk

Custom user profiles and granular security rights keep information secure. Reduced manual processes help eliminate costly human error.

Save
Money

Consolidating work management into a single source eliminates redudant processes and third party service provider costs.

Enhance
Collaboration

Set due dates, assign tasks, track progress and share files. Work management all in one place helps teams stay organized, informed, and accountable.

Customized
Configuration

Integrate enterprise systems you already use to maximize their ROI. Build out your portal and dashboard to mirror your existing workflows.

WHY SmartExchange IS POWERFUL

SmartExchange consolidates all your technology and applications to create a single source of truth.

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SmartExchange for Deal Management

SmartExchange provides a Client Portal across ALL deals – empowering both the deal team and target companies to share information in a secure, dynamic, customized web application.

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