Features
Deal-Trak Features at a glance
Integrating Deal Teams with an Acquisition Pipeline Strategy
Deal-Trak provides the structure for deal teams to track all information through the investment decision process so that it can move in a quick, fact-based way when competing for acquisitions. Ensuring that each deal's value creation potential receives scrutiny from mandated investment committee controls and business units allows management to make better investment decisions.
Identify out-of-scope deals early in the investment process.- Large deal teams can work through deals efficiently and quickly.
- Connect the deal making process with the investment's integration effort.
- Maintain history of investments allowing for post-integration reviews.
Compliant Due Diligence
Firms need to increase their ability to identify potential regulatory violations by performing adequate due diligence on their investments, not just from a traditional business and financial perspective, but also from a compliance standpoint. Deal-Trak's compliance features allow Legal & Compliance to see an investments risk profile including its geography, industry, level of government interaction and use of agents and other third parties. Deal-Trak helps mitigate and address acquisition business risks that can be costly and time consuming.
- Alerts legal and compliance teams of new deals and third parties in real time.
- Compliance checklists are available for every investment and third party.
- Maintain confidential documents in a secure location.
- Track NDA statuses and approved third parties.
Management View
Time kills deals. Deal-Trak works at the same speed as you and includes a framework designed to ensure data quality and consistency, traceability, audit trails and a formal sign-off processes. Along with a sophisticated reporting engine, the Deal-Trak portal is designed for deal teams, compliance and senior management to view real time data.
- View all investment opportunities in real-time.
- Access your information securely from anywhere in the world.
- Collaborate with team members.
- Track upcoming deliverables on a deal-by-deal basis.
Run Reports in Seconds
With Deal-Trak, create professional-looking reports complete with your own logo. When ready to send reports to the team, simply select the deals you'd like to run and download a PDF or Excel file with a single click.
- Track and report pipeline activity in real-time.
- Know when investments were last updated.
- Excludes 'Draft' investments that are not ready to be presented.