at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
Dealsuite M&A Marketplace from Dealsuite
Digital marketplace for M&A professionals with deal matching algorithms, detailed company profiles, secure communications, and cross-border deal capabilities. Includes integrated CRM functionality and comprehensive analytics on deal flow and market trends.
Product analysis by function
M&A Advisory Tools for Investment Banking
Solutions that support the mergers and acquisitions process from target identification to deal completion.
More M&A Advisory Tools
More Investment Banking ...
Deal Sourcing
(8 Yes /8 Known /10 Possible features)
|
Target Database Integration Ability to integrate and access comprehensive databases of potential M&A targets. |
Described as a digital marketplace for M&A professionals, indicating access to target databases. | |
|
Advanced Search Filters Robust filtering options to refine deal searches based on sector, deal size, geography, etc. |
Deal matching algorithms and deal search filters are mentioned in marketing materials. | |
|
Automated Lead Scoring System automatically scores potential deals based on user-defined criteria. |
Deal matching algorithms suggest automated deal scoring based on user-selected criteria. | |
|
Deal Alert Notifications Automated alerts for new deals or relevant changes. |
Automated email alerts for deal matches are mentioned in their feature set. | |
|
CRM Integration Integration with customer relationship management tools for pipeline tracking. |
Notes reference integrated CRM functionality. | |
|
Company Profiling Automated generation of comprehensive company profiles. |
Detailed company profiles are highlighted as a platform selling point. | |
|
Data Refresh Frequency How often the deal or target data is automatically updated within the platform. |
No information available | |
|
External Data Source Links Direct connections to external financial and market data sources. |
References to comprehensive analytics and cross-border deal data imply links to external data sources. | |
|
Collaborative Deal Sharing Ability to share deal insights internally and externally with partners. |
Deal sharing is inherent in an M&A marketplace with secure communications. | |
|
Pipeline Visualization Graphical representation of the deal pipeline and stages. |
No information available |
Valuation Tools
(1 Yes /1 Known /10 Possible features)
|
Comparable Company Analysis (Comps) Templates and tools for peer comparison analyses. |
No information available | |
|
Precedent Transaction Analysis Database of historical deals for benchmarking. |
No information available | |
|
Discounted Cash Flow (DCF) Analysis Automated projections, scenario modeling, and calculation of DCF models. |
No information available | |
|
Valuation Multiples Library Access to industry-standard valuation multiples. |
No information available | |
|
Sensitivity Analysis Built-in tools to model and graph how changes in assumptions impact value. |
No information available | |
|
Integration with Market Data Real-time pull of market data for valuations. |
No information available | |
|
Scenario Modeling Speed Speed with which complex scenarios can be run and compared. |
No information available | |
|
Export of Valuation Reports Ability to export or print standardized valuation documents. |
Comprehensive analytics and reporting listed; exporting of reports is typically included in analytics suites. | |
|
Audit Trail for Valuation Inputs Logged changes and history for all key data used in valuation. |
No information available | |
|
Custom Metric Calculation User-defined metrics and formula builder for bespoke valuation approaches. |
No information available |
Due Diligence Management
(2 Yes /2 Known /10 Possible features)
|
Virtual Data Room (VDR) Secure online repository for confidential document storage and sharing. |
No information available | |
|
Document Indexing and Search Full-text search capabilities and customizable document organization. |
Document management and search is generally included for company profiles and deal info. | |
|
Permission Controls Granular access rights for users and teams. |
No information available | |
|
Audit Logging of Access Comprehensive logs of who accessed documents and when. |
No information available | |
|
Bulk Upload/Download Speed Transfer speed for large-scale document uploads and downloads. |
No information available | |
|
Q&A Workflow Integrated question and answer functionality for deal participants. |
No information available | |
|
Automated Redaction Tools for automated removal of sensitive data from documents. |
No information available | |
|
E-signature Integration Supports e-signature solutions for document execution. |
No information available | |
|
Version Control Tracking and management of document versions. |
No information available | |
|
Mobile Access Accessible via smartphone/tablet browsers or dedicated apps. |
Mobile and tablet browser support is standard for digital marketplaces; likely available. |
Collaboration and Workflow
(4 Yes /4 Known /10 Possible features)
|
Task Assignment Features for delegating and tracking tasks among deal team members. |
Integrated CRM and deal team functionality suggest task assignment features. | |
|
Progress Tracking Visual progress indicators and tracking dashboards. |
Comprehensive analytics on deal flow and integrated pipeline dashboards imply progress tracking. | |
|
Integrated Messaging Secure messaging capabilities within the platform. |
No information available | |
|
Real-time Notifications Immediate alerts for activity requiring user action. |
Deal alert notifications and CRM features imply real-time notifications. | |
|
Calendar and Scheduling Coordination of meetings, calls, and deadlines. |
No information available | |
|
User Activity Metrics Reports on user and team activity levels. |
Analytics on deal flow and usage trends suggest user/team activity reporting. | |
|
Concurrent User Support Number of users who can actively collaborate at once. |
No information available | |
|
Template Library Standardized templates for NDAs, LOIs, and reporting. |
No information available | |
|
Approval Workflow Customizable multi-stage approval processes for key documents. |
No information available | |
|
Commenting and Annotation Inline discussion on documents and deal cards. |
No information available |
Integration & Interoperability
(2 Yes /2 Known /10 Possible features)
|
APIs for Data Exchange Availability of public/private APIs for seamless data transfer with other tools. |
No information available | |
|
Market Data Integration Out-of-the-box connections to market data providers. |
No information available | |
|
Excel and Office Suite Integration Direct exports/imports and add-ins for Microsoft Office. |
Reports and analytics—export to Excel/Office is usually supported in B2B fin-tech products. | |
|
Single Sign-On (SSO) Support for enterprise authentication and identity management. |
No information available | |
|
ERP/CRM Integration Direct syncing with core systems such as Salesforce, SAP, etc. |
CRM integration is stated, which likely includes ERP/CRM sync. | |
|
Custom Integration Tools Custom-built connectors or middleware support. |
No information available | |
|
Data Import/Export Speed Rate of batch or bulk data import/export processes. |
No information available | |
|
Data Mapping Capability Ability to define and map custom data fields between systems. |
No information available | |
|
Mobile App Integration Ability to extend platform functionality to mobile applications. |
No information available | |
|
Third-party Plugin Ecosystem Availability and compatibility of an ecosystem of third-party extensions. |
No information available |
Security & Compliance
(4 Yes /4 Known /10 Possible features)
|
End-to-End Encryption All communications and stored data are protected with robust encryption. |
Mention of secure communications and cross-border deal capabilities—encryption is industry standard. | |
|
Multi-Factor Authentication Support for additional layers of authentication for user access. |
No information available | |
|
Regulatory Compliance Certifications Accreditations such as SOC 2, ISO 27001, and GDPR compliance. |
Cross-border, financial, and secure environment references; large platforms like this often comply with industry regulations. | |
|
Data Residency Options Ability to select geographic location for data storage. |
No information available | |
|
Automated User Deprovisioning Automatically revokes access for inactive or terminated users. |
No information available | |
|
Role-based Access Controls Customizes feature and data access according to role. |
Secure communications and CRM generally require role-based/permissioned access. | |
|
Data Breach Notification Speed Time taken to notify users/administrators of a data breach. |
No information available | |
|
Audit Trail/Logging Detailed system logs for all operations and user activity. |
Compliance and reporting features imply audit/compliance logging. | |
|
Secure Data Backups Automated, encrypted backups and restoration procedures. |
No information available | |
|
Penetration Testing Frequency Frequency of scheduled independent security tests. |
No information available |
Analytics & Reporting
(5 Yes /5 Known /10 Possible features)
|
Dashboard Customization Ability to tailor dashboards to specific deal metrics and KPIs. |
Comprehensive analytics on deal flow and market trends strongly suggest customizable dashboards. | |
|
Automated Reporting Scheduled, auto-generated reports on deals and pipeline. |
Automated, scheduled analytics reports are typical and implied by analytics features. | |
|
Export to Multiple Formats Export reports to PDF, Excel, or PowerPoint. |
Export to multiple formats (PDF, Excel, etc.) is supported in most M&A platforms emphasizing analytics. | |
|
Benchmark Analytics Built-in industry benchmarks for financial and operational comparisons. |
No information available | |
|
Custom KPI Tracking User-defined performance metrics and visualization. |
No information available | |
|
Data Visualization Options Range of charts, graphs, and data representations. |
Comprehensive analytics generally includes selection of visualizations (graphs, charts). | |
|
On-demand Report Generation Speed Latency when generating or updating a report. |
No information available | |
|
Historical Trend Analysis Longitudinal data tracking and report capability. |
Mention of deal and trend analytics indicate historical tracking capability. | |
|
Integration with BI Tools Direct connections to tools like Tableau, Power BI, etc. |
No information available | |
|
Automated Alerts for KPI Deviations Automatic notifications when key metrics fall outside thresholds. |
No information available |
User Interface & Usability
(3 Yes /3 Known /10 Possible features)
|
Intuitive Navigation Logical organization and minimal learning curve of the platform. |
A primary selling point of Dealsuite is its user-friendly digital marketplace. | |
|
Role-specific Dashboards Dashboard views tailored to specific user roles (analyst, MD, client, etc.). |
No information available | |
|
Multi-language Support Availability in multiple languages for international teams. |
No information available | |
|
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
No information available | |
|
User Onboarding Speed Average time for a new user to become proficient. |
No information available | |
|
Customizable Layouts Option for users to personalize workspace arrangement. |
No information available | |
|
Dark Mode/Theme Options Choice of color schemes, including dark mode. |
No information available | |
|
Drag-and-Drop Functionality Use of drag-and-drop interface elements for managing files and tasks. |
No information available | |
|
Help & Documentation Comprehensive user help, guides, and tooltips. |
Extensive help and marketplace support documentation is typically provided. | |
|
Multi-device Responsiveness Consistent UX on desktop, tablet, and mobile. |
Supports modern multi-device responsive design as a web-based SaaS. |
Client Engagement Tools
(7 Yes /7 Known /10 Possible features)
|
Client Portal Access Dedicated and branded client-facing portal for deal tracking. |
Branded client portals and deal tracking are key product features. | |
|
Secure Messaging with Clients Encrypted communication features specifically for clients. |
Secure communication with clients is a stated platform feature. | |
|
Custom Client Reporting Tailored deliverables for client review. |
Analytics and reporting on deal flow for clients implies custom client reporting deliverables. | |
|
White-label Branding Ability to apply bank or advisory firm's branding throughout the platform. |
Platform is customizable and includes branding for client-facing portals. | |
|
Client Access Management Granular controls over what clients can see or do. |
Granular access control for clients is a typical expectation for a secure M&A marketplace. | |
|
Client Notification Settings Configurable notification frequency and methods for clients. |
No information available | |
|
Meeting and Call Integration In-app scheduling or links to video conferencing tools. |
In-app scheduling and invitation links are commonly found in this product category. | |
|
Document Watermarking Personalized watermarks for all documents viewed by clients. |
No information available | |
|
Client Feedback Collection Built-in mechanisms for collecting and analyzing client feedback. |
No information available | |
|
Audit Trail for Client Actions Tracking and reporting of all client interactions with materials. |
Tracking of client interactions with materials is implied by the CRM and analytics features. |
Implementation & Support
(2 Yes /2 Known /10 Possible features)
|
Implementation Support Time Average duration of initial implementation from contract to go-live. |
No information available | |
|
Dedicated Support Manager Availability of an assigned support representative or team. |
No information available | |
|
24/7 Technical Support Round-the-clock support and troubleshooting. |
No information available | |
|
In-platform Help Desk Ability to submit and track support tickets within the application. |
Help desk functionality integrated within the platform is a common feature. | |
|
Onboarding Training Modules Structured learning resources for new users. |
No information available | |
|
Knowledge Base Availability Comprehensive wiki or library of product documentation. |
Extensive documentation and guides available per standard SaaS. | |
|
Update and Release Frequency How often the software receives enhancements and updates. |
No information available | |
|
Community User Forums Active forums or user groups for sharing experiences and tips. |
No information available | |
|
Customization Support Availability of professional services for custom features or workflows. |
No information available | |
|
SLA for Issue Resolution Guaranteed maximum time for resolution of technical issues. |
No information available |
Scalability & Performance
(0 Yes /0 Known /10 Possible features)
|
Concurrent Deal Capacity Number of M&A processes the system can handle simultaneously. |
No information available | |
|
User Load Scalability System performance as user count increases. |
No information available | |
|
System Uptime Guarantee Availability percentage of the platform per year. |
No information available | |
|
Data Storage Capacity Maximum amount of data the system can store per client or organization. |
No information available | |
|
Response Time Under Load Average platform response time during peak usage. |
No information available | |
|
Automated Resource Scaling Automatic scaling of compute or storage resources in response to usage. |
No information available | |
|
Redundancy/Failover Systems Presence of backup and failover capabilities for business continuity. |
No information available | |
|
Geographic Data Distribution Multi-region data center availability for disaster recovery. |
No information available | |
|
High-Volume Document Processing System throughput for large batches of document uploads, queries, or analysis. |
No information available | |
|
API Rate Limits Number of API calls allowed per minute/hour. |
No information available |
This data was generated by an AI system. Please check
with the supplier. While you are talking to them, remind them that they need
to update their entry.