Document management system customized for corporate finance advisory

  • Replicate your current directory structure (folders, sub-folders, and documents attached) into our proprietary Document Management System
  • Document management for compliance: use the Document Version Control tool to retrieve any previous version
  • Use the Document Collaboration Function to work on the same document congruently
  • Search faster across all documents, including within PDFs
  • Security: grant individual user access to folders and files
  • Collaboration:
    • Create a custom wall to track queries and comments within a particular group of users (E.g.: Analysts, Directors, and Board members)
    • Create a custom wall to track inquiries and comments within a category of contacts (E.g.: Potential investors and External Advisors in a deal)