Investment Banking

Elevate Your Entire Process From Pitch To Close

Move beyond a traditional data room and drive greater engagement with sellers and buyer targets

The best always strive to be better.

Industry leaders use SmartCloud to elevate their process.

Move faster with greater accuracy and confidence

Investment banking professionals now have more tools available to them to accelerate the process and ensure every deal is precise and complete.

Buyers List
Management

From prospect to close

  • Once targets have been identified and coverage has been assigned,
  • Identify Targets
  • Assign Coverage
  • Usher targets thru each process stage
  • Identify serious buyers from casually interested
  • Negotiate bids

Deal
Marketing

Identify potential buyers easier

  • Solicit interest – who’s interested and Why/Why Not
  • Provide Teaser – identify level of interest
  • Track IOI
  • Move Targets to Buyers List

NDA
Automation

Accelerate buyer Engagement

  • Provide NDA to Targets
  • Track where each buyer is in NDA process
  • Respond to modification requests
  • Move counter party signed NDA to party signature and execution
  • Move to CIM/Due Diligence Phase

Ultra-Secure
VDR

Not just a data room

  • Granular user rights
  • Enhanced content protection – watermark, Redaction, DRM, IRM
  • Customized user experience
  • Activity tracking and analytics
  • Collaboration

Diligence
Trackers

Eliminate manual tasks

  • Spreadsheet of questions and requests for each buyer
  • Respond to questions
  • Customize index to respond to requests

Interactive
Deal Portal

Engage Buyers and Sellers

  • Build and present web rich content to inspire your buyers
  • Rich user experience presenting key content off the document and on the web
  • Automate pipeline tracking and reporting
  • Provide sellers with deal buyer analytics
  • Deal Process updates in real time

Empower Your Deal Management Platform With SmartCloud Engage

Harness the power of a cloud-based, user interface that pulls data from disparate sources like machine learning, AI, data warehousing, news APIs and other third-party sources all into a centralized, secure, enterprise platform – connecting users in a shared workspace where they can easily access and share all the information they need to manage business critical projects and deals.

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