Manage multiple deals from engagement through to completion. Our private placement software enables you to market deals to a select target investor audience,
List multiple deals on a single platform. Provide deal access after custom NDA agreements between investor and client.
Control who and what investors can see.
Highly Targeted Campaigns
Select your target investor audience for each deal, filtering on your own target criteria – sector, investment size, location and more. Send investors teaser emails inviting them to view the deal as part of a managed deal campaign.
Track investors engagement in the deal process. View whether emails have been delivered, opened, links clicked or the pitch document has been viewed.
Police access to deal data rooms on a per user / per document basis.
Client Meeting Diary
Manage client meetings with investors using the client deal meeting diary.