Pitch Book Automation

Provides dynamic security by deal team, preserves excel links, integrates with deal origination systems, provides a easy user interface via the familiar windows explorer and enables active collaboration across different groups, business units and locations.

Loan Origination

Loan Origination Pre-defined templates, integrated workflow and dynamic electronic forms combined with key 4-eyes review and external collaboration comprises the Loan origination solution.

Vendor Management

Vendor portal to show information on key vendors, latest news, critical task queue, top vendor performance, AP/AR summary and multi level hierarchy. Scan and External data integration.

ECM Assessment

A 5-step assessment of the current content management practices, review of key records and compliance management, risk assessment including a summary and road map of recommendations using pre-defined questionnaires and templates. Typically a fixed price 4-6 week engagement.

Case Management

XCP based solution to allow multi tenancy, management of case folders, checklist and package management, automated workflow and document generation capabilities. Extends to legal dossiers, helpdesk ticketing and other similar processes.

Private Equity

Fully integrated document management solution to provide easy to use repository for fund managers, legal officers, client relationship managers, bankers and senior managers.