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Description
Source investment opportunities from various channels such as incubators, accelerators, co-investors, and investment banks, as well as through your own network, ensuring you curate and assess them using an objective scoring system. Collaborate with team members to build consensus and keep organized lists to facilitate the decision-making process for active evaluations. Tailor your deal flow to ensure efficient tracking of opportunities while working seamlessly with both internal and external stakeholders. Gain a comprehensive view of your entire deal landscape, allowing for streamlined access to all portfolio companies and enabling real-time collaboration on metrics, milestones, and other relevant data. Retain all deal information from the moment of sourcing through evaluation and investment, while managing investor relations, communications, and finances in a centralized location. Importantly, the system ensures that no data is ever deleted, as all information is versioned or archived, thereby preserving a complete record of every deal activity for future reference. This meticulous approach not only enhances transparency but also fosters informed decision-making throughout your investment journey.
Description
Thedocyard's virtual data rooms, Q&A workflows and task checklists were created by deal-makers for dealmakers. They allow you to control every stage of your deal.
Gain an unfair advantage.
The Docyard can help you manage risks and protect your reputation when it comes to securing a deal.
Trusted by the best in the world
Secure deal management platform that is trusted by top corporates, legal and advisory firms around the globe to help you get deals moving.
Deals done faster, better, smarter.
You can control every aspect of your transaction by going beyond data rooms.
Six ways that thedocyard can help you make deals flow:
* Virtual Data Rooms
* Q&A Workflows
* User Permissions Customized
* Assign and Track Tasks
* Collaborate Across Timezones
* Complete Audit Trail
API Access
Has API
API Access
Has API
Integrations
Docusign
Dropbox
Google Drive
Google Workspace
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Zoom
Integrations
Docusign
Dropbox
Google Drive
Google Workspace
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Zoom
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
TheInvestorNet
Country
United States
Website
www.theinvestornet.com/features.html
Vendor Details
Company Name
thedocyard
Founded
2017
Country
Australia
Website
thedocyard.co
Product Features
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing