Solution

thedocyard is a cloud-based deal space built specifically for managing the entire lifecycle of any corporate or commercial transaction

 

With thedocyard’s cloud-based solution, all project documents, communication and management is in one place. It is designed and used specifically to be your organisation-wide solution for internal and external collaboration between all deal stakeholders, on both sides of the deal
Underpinned by the world’s leading enterprise application architecture, offering the highest level of security
Universal, centralised management and complete control over the entire deal from start to finish
Virtual data rooms, project management and workflow – managed all in one place

01

Create & Populate

  • Instant set up for your deals, replicating your existing ways of working
  • Securely store documentation and enable permission-based sharing of confidential files
  • Set up templates, task and issues lists to keep your deal moving forward

02

Invite & Involve

  • Invite internal and external stakeholders to collaborate on all or specific parts of your deal
  • Granular control over all user settings in one centralised place meaning complete confidence in providing access to sensitive information
  • Intuitive interface means easy adoption by all users involved

03

Share & Collaborate

  • Collaborate in real time, 24/7 with all the advisers on a deal, no matter where they are
  • Project manage every stage of the deal process from origination and due diligence through to documentation, execution and closing
  • Online help and knowledge centre for immediate assistance and 1-1 telephone support

04

Manage & Control

  • Review your personalised dashboard to monitor key aspects of the deal in real time, and at any time
  • Audit trail of every interaction for complete visibility and compliance
  • Ensure the deal remains on track with clear timelines, responsibilities and transparency for all stakeholders

05

Execute & Finalise

  • Close the transaction swiftly, sharing relevant documents with key stakeholders
  • Publish a full record of the entire transaction, in a few mouse clicks – a full digital footprint of your deals
  • Ensure all parties are delivering against the deal parameters and post-completion obligations

01

Create & Populate

  • Instant set up for your deals, replicating your existing ways of working
  • Securely store documentation and enable permission-based sharing of confidential files
  • Set up templates, task and issues lists to keep your deal moving forwar

02

Invite & Involve

  • Invite internal and external stakeholders to collaborate on all or specific parts of your deal
  • Granular control over all user settings in one centralised place meaning complete confidence in providing access to sensitive information
  • Intuitive interface means easy adoption by all users involve

03

Share & Collaborate

  • Collaborate in real time, 24/7 with all the advisers on a deal, no matter where they are
  • Project manage every stage of the deal process from origination and due diligence through to documentation, execution and closing
  • Online help and knowledge centre for immediate assistance and 1-1 telephone support

04

Manage & Control

  • Review your personalised dashboard to monitor key aspects of the deal in real time, and at any time
  • Audit trail of every interaction for complete visibility and compliance
  • Ensure the deal remains on track with clear timelines, responsibilities and transparency for all stakeholders

05

Execute & Finalise

  • Close the transaction swiftly, sharing relevant documents with key stakeholders
  • Publish a full record of the entire transaction, in a few mouse clicks – a full digital footprint of your deals
  • Ensure all parties are delivering against the deal parameters and post-completion obligations

Three core areas are designed specifically to provide an end-to-end deal management solution where advisers can run and execute every stage of a deal in one place

A featureset that puts you in control

  1. Strict control by deal space owner. Complete confidentiality and security over competitor bidding. Varying restrictions are applied to each users’ digital rights depending on their part in the deal.
  2. Downloadable audit trail – to the minute and real time reports to see user activity within the system.
  3. Cuts out duplication of effort and work, saving time by digitising the workflow.
  4. Real time information so you can see where the deal is at, at any point in time.
  5. Can commoditize common deal tasks – checklists and folder structures can be created as templates and replicated from deal to deal.

A featureset that puts you in control

  1. Strict control by deal space owner. Complete confidentiality and security over competitor bidding. Varying restrictions are applied to each users’ digital rights depending on their part in the deal.
  2. Downloadable audit trail – to the minute and real time reports to see user activity within the system.
  3. Cuts out duplication of effort and work, saving time by digitising the workflow.
  4. Real time information so you can see where the deal is at, at any point in time.
  5. Can commoditize common deal tasks – checklists and folder structures can be created as templates and replicated from deal to deal.