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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.
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Possibility to sort out the projects (filters) by type of project, by date |
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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. |
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Statistics tools on projects' durations / fees / expenses including dynamic charts |
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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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