Deal Management

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Use Case: Head of Deal Management

“We can’t deploy capital quickly and efficiently due to our time-intensive processes."

Challenges

Solution

Customize dashboards

Meet your business’s needs. Summarize deal information and activities across the pipeline.

Design configurable workflows

Manage data, documents, activities, and individual offerings across all deals.

Automate accretion / dilution analysis

Automate across your portfolio to determine which deals enhance the overall investment portfolio.

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Mercatus Overview

The Mercatus Overview document will help introduce data challenges of GPs & LPs and highlight the Mercatus Frameworks & Features that help solve such challenges.

Faster Decisions; Lower Risk

The growing complexity and diversity of investments, along with increased regulatory scrutiny and operational risk, are putting more pressure on deal teams to be fast, accurate, and efficient - all while juggling larger and larger volumes of data.

Key Questions to Ask

The Power of Centralization

At Mercatus, we help centralize and control the data + workflows, so you can focus on the value-add analysis to make decisions with confidence and speed - every time.

“It has become abundantly clear to me as our business continues to get more complex and our margins continue to compress, we must start to look to data and technology to drive our next phase of growth or we will not survive.”

CEO, Large Global Investment Manager

Key Deal Management Problems We Solve:

Fast, Accurate Investment Decisions

From centralized data access and control (no more manual, time-intensive processes)

Proactivity

Sensitivity and valuation analyses show you not only what happened, but what’s likely to come in any scenario (no more rear-view mirror only)

Trust

From being a data-driven decisionmaker, because the truth is in your data (no more mistakes, gaps, missing information, lack of confidence)

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Learn how we’re solving deal management challenges. View our Client Success Stories or request your own personalized demo.

Deal Management Overview Video

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