We provide smart, focused collaboration, due diligence and compliance solutions for mergers & acquisitions, investment banking and private equity professionals.  You’ll get increased deal control.  Accelerated deal cycles.  And improved productivity and efficiency.

Document Collection

Accelerate deal time and maximize document uptime with our complete, integrated document imaging and electronic file capture services. It’s easy with our Document Imaging Control Sheets customized for your deal. And electronic files are converted to PDF for simple posting.

Deal Workspace

Working smart starts with working easy.  Our system utilizes common web, file management, email and calendar functions to reduce the learning curve to zero. Specialized Workspace features include:

Core Team Collaboration Tools

Document Libraries

Due Diligence Collections

Document Library Templates

Site Monitoring and Reporting

Real-Time Security

LiveHelp

Second Requests

Say goodbye to second request angst.  We expertly manage the size, scope and pace of second requests via services that extend from and integrate with our deal workspace solutions.  We collect documents from file rooms, individual departments and offices through electronic file capture as well as color and b&w imaging.  And we do it onsite, right-sized and fast to meet  second request demands in paper or electronic formats.  We even have document review tools to help you manage review and redaction of privileged and confidential documents.