Investment Banking

thedocyard: putting you in control of the deal

 

M&A to IPO and beyond, as an Investment Banker, whatever your deal and no matter your vertical, you’ll need systems and processes that you can rely on to reduce risk and increase the value of each and every transaction

 

Specifically designed with a set of features to help you manage risk and increase control, thedocyard combines virtual data rooms, project management and multi-stakeholder communication in a single solution. From bid, due diligence, close and execution, you’ll be able to seamlessly track progress, activity and the value being delivered from your deal to create the very best deal outcome for your clients

Project management and data rooms in a single, secure solution

Say goodbye to managing offers made by different bidders in disparate, archaic and time-consuming systems that are not fit for purpose. Avoid moving between multiple data rooms across the different phases of a deal. Stop copying documents from system to system between different project management tools

 

Collate all the deal information from their clients in one place, drive actions and tasks in getting the deal to market, and involve auxiliary advisors at the right time, with a zero effort digital handover of deal collateral

 

Granular level user-permissions in thedocyard mean you maintain Chinese walls around the offers being made by different bidders and sensitive documents don’t get into the wrong hands whilst having all documents in once place

Ultimate visibility and control for a better client experience

Stay in the driving seat of your deal with complete transparency and accountability from within a single platform. Assign stakeholder permissions so that the deal progresses at pace whilst you retain complete oversight and control, owning your clients’ digital experience

 

From the day the mandate goes live, investment banks can centralise information, build and execute workstreams, manage all the deal stakeholders and monitor progress as the deal progresses through to close

 

When multiple deals are running concurrently, and all at various stages, you’ll have the edge when you can use technology to create efficiencies, drive deal progress and ensure everyone is accountable for their responsibilities

Deals don’t stop. Neither should the software supporting it

When you’re managing due diligence, analysing valuations and execution on other information requirements to tight timelines to drive outcomes to close the deal, you’ll need a platform that moves at the same pace as you do

 

As information flows between stakeholders on the buy and sell side, let us help you to replace inefficient practices and reduce risk and duplication with our enterprise solution, built by deal advisors and specifically designed with complex M&A deals in mind:

 

  • Speed – easy to set-up in just a few minutes
  • Access – hosted in the Cloud so no compatibility issues with firewalls
  • Scale – a platform that can flex to accommodate the quantity of documents and communications at different points in the deal

Security

When you’re in the middle of a high risk, high reward deal, you need the confidence that the software you’ve chosen won’t let you down. thedocyard’s security credentials are one of our top priorities. We’ve built our solution on the most technically advanced and secure enterprise application architecture available

 

  • Penetration testing – systems are tested using white hack security services to simulate malicious attacks on the services to ensure the highest level of protection possible
  • Privacy and security compliance – the cloud-based platform complies with all the latest privacy and security policies
  • Data sovereignty – your data remains in the same legal jurisdiction at all times
  • High availability – 24/7-365 service availability so you can access the system from anywhere at any time

Security

When you’re in the middle of a high risk, high reward deal, you need the confidence that the software you’ve chosen won’t let you down. thedocyard’s security credentials are one of our top priorities. We’ve built our solution on the most technically advanced and secure enterprise application architecture available

 

  • Penetration testing – systems are tested using white hack security services to simulate malicious attacks on the services to ensure the highest level of protection possible
  • Privacy and security compliance – the cloud-based platform complies with all the latest privacy and security policies
  • Data sovereignty – your data remains in the same legal jurisdiction at all times
  • High availability – 24/7-365 service availability so you can access the system from anywhere at any time

Speak to one of our Business Solution Team today about thedocyard

 

A platform which empowers you with the in-house capabilities to allow you to focus on driving the deal forwards, evolving your client relationships and work on the next pitch.