DAVIGOLD
 
 
   

Follow-up of the execution process for each M&A project:
  • General information about the project
    e.g: date received, status, source.
  • Detailed company profile
    e.g: logo, legal information, business activity, key figures.
  • Appointment of the team
    e.g: project leader including appointment of project team members.
  • Follow-up of all the meetings and e-mails exchanged with external advisors and potential buyers/sellers
  • Tracking of the evolution of level of interest for each potential buyer/seller
  • Follow-up of tasks relating to a specific project
  • Generation of standard reports
    e.g: summary about the project, status on the project.
  • Follow-up of the documents' sending for each project
    e.g: marketing presentation, investment summary, NDA signed including details for each potential buyer/seller.
Possibility to sort out the projects (filters) by type of project, by date

Automatic matching and display of the relevant potential buyers/sellers for each project (the user may initially define his own matching criteria)
e.g: business area, company size range, key words.

Statistics tools on projects' durations / fees / expenses including dynamic charts

Knowledge management: automatic search and storage of updated news and articles relating to your projects (client information and potential buyer/seller information)

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Deal management
"Buyers/sellers" management
Contact management
Management of documents
Management of actions
Management of tasks and alerts
Knowledge Management
Reporting generator
Marketing & Communication
General features
Confidentiality
Technical requirements
Services
 
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