Deal-Trak provides the structure for deal teams to track all information through the investment decision process so that it can move in a quick, fact-based way when competing for acquisitions. Ensuring that each deal's value creation potential receives scrutiny from mandated investment committee controls and business units allows management to make better investment decisions.

• Identify out-of-scope deals early in the investment process.
• Large deal teams can work through deals efficiently and quickly.
• Connect the deal making process with the investment's integration effort.
• Maintain history of investments allowing for post-integration reviews.

Firms need to increase their ability to identify potential regulatory violations by performing adequate due diligence on their investments, not just from a traditional business and financial perspective, but also from a compliance standpoint. Deal-Trak's compliance features allow Legal & Compliance to see an investments risk profile including its geography, industry, level of government interaction and use of agents and other third parties. Deal-Trak helps mitigate and address acquisition business risks that can be costly and time consuming.

• Alerts legal and compliance teams of new deals and third parties in real time.
• Compliance checklists are available for every investment and third party.
• Maintain confidential documents in a secure location.
• Track NDA statuses and approved third parties.

Time kills deals. Deal-Trak works at the same speed as you and includes a framework designed to ensure data quality and consistency, traceability, audit trails and a formal sign-off processes. Along with a sophisticated reporting engine, the Deal-Trak portal is designed for deal teams, compliance and senior management to view real time data.

• View all investment opportunities in real-time.
• Access your information securely from anywhere in the world.
• Collaborate with team members.
• Track upcoming deliverables on a deal-by-deal basis.

With Deal-Trak, create professional-looking reports complete with your own logo. When ready to send reports to the team, simply select the deals you'd like to run and download a PDF or Excel file with a single click.

• Track and report pipeline activity in real-time.
• Know when investments were last updated.
• Excludes 'Draft' investments that are not ready to be presented.