Deal Management

Focus on driving the deal forwards. Monitor and manage the core deliverables anytime, anywhere. Identify key issues early and mitigate risk

Digitise deal workflows with integrated project management, tasks and checklists ensuring your deal runs smoothly 24/7 – even when timeframes or the scope changes

Automate repeatable tasks, reduce inefficient and time consuming manual processes and have all advisers use a central portal for all deal activity

Replicate your existing processes into thedocyard or use thedocyard to support your change management initiatives by systemising your processes

Track every task, issue and milestone – manage all team tasks in one place through shared checklists, keeping you on top of every issue and task across your deal

Complete visibility for compliance – downloadable audit trail, to the minute and real time, reporting to keep track of users’ access to content, driving accountability

Reduce reliance on manual processes and separate systems. Always know that the information is up to date – no more waiting around for emails and spreadsheets

Reduce risk, raise quality

Reduce the risk of human error and increase the quality and consistency of your output by systemising your processes

Regular deployments of feature upgrades for a great user experience, fully supported 24/7-365

Negotiate documents electronically

Deal books created in minutes

Due diligence and task management

Notifications and transparency

Collect signatures electronically

Manage your next transaction with thedocyard