Secure and managed access
More easily track, manage and understand a diverse range of contacts and stakeholder relationships across engagement roles, including sponsors, clients, investors, and legal and professional advisory.
Deal and engagement management
Enable your teams to better coordinate around the deal with collaborative tools and real-time access to client profiles, pitches, financial data, analysis, and team documents. Streamline execution with process flows designed around common activities and transactions, including mergers and acquisitions, restructuring, and advisory.