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DEAL MANAGEMENT SOLUTION FOR M&A PROFESSIONALS


CENTRALIZE ALL M&A DEAL PROCESSES


BY CONSOLIDATING ALL WORK ONTO ONE PLATFORM, SMARTEXCHANGE CONNECTS SILOED,
INEFFICIENT DEAL PROCESSES TO CREATE A TRUE END-TO-END DEAL MANAGEMENT SOLUTION.


DEAL PREPARATION

Connect your CRM or any other data source to easily import and organize all
deal-related information.


DEAL MARKETING

Automate email outreach campaigns to target lists and seamlessly track all email
data and responses back to the contact record.


DUE DILIGENCE

Run your entire due diligence process within the platform and securely share and
collaborate on data during any stage.


NEGOTIATIONS & CONTRACTS

Send final closing documents to buyers and manage signatures with our electronic
signature integration.


POST-MERGER INTEGRATION

Using our project management tools existing content can be restructured to align
with new post-merger checklists, tasks and deadlines.