Run your deal like clockwork with Deal Workflow
Deal Workflow is a project management tool for advisors to digitize all their workstreams and get clarity and control across the full deal lifecycle.
Why use Workflow
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Project management tools and digitized checklists track progress at every stage
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Control every aspect of your transaction from start to finish
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Standardize processes so they can be templated, replicated & reused
Your Workflow, your way
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Automate tracking
Assign users, roles, tasks and security, then benefit from a streamlined, low-touch workflow
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Customize your workflows
Create your own workflows to make all of your deal marketing, preparation, execution and integration processes more efficient
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Elevate your deal process
Create and present seamless, sophisticated client experiences and illustrate your strengths to the market
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Reduce risk
Avoid teams internally and externally working in siloes, reduce emails by up to 50% and put an end to un-secure and disorganized project management
Teams at over 676,000 forward thinking organisations use Ansarada every day. Join them.
Do all your deal preparation for free
Use Ansarada to get set up, start preparing, and collaborating with your team and external advisors in the one centralized location - all for free. Our Workflow tool is a project management space that has been built directly into your Deal room to give you a frictionless deal management experience, giving you greater efficiency, and eliminating the need for multiple different systems.
An integrated project management space
That sits right in your deal room for the entire deal span (including marketing and preparations beforehand, to executing due diligence, and running integrations and reporting afterwards).
A complete audit trail
On each project and deal item, including who created it, updated it, or uploaded documents, giving you full visibility and confidence
The ability to quickly and easily filter
By items that are assigned just to you, ones that are due this week or those that are overdue and need immediate attention.
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Supporting every stage of the deal lifecycle
Workflow is built right into the Ansarada Deals platform so that you can use it to prepare for free before even opening your Data Room.
Once your Data Room is active, use Workflow alongside your room to govern information, people and dates in real time and always know exactly how you are progressing.
Once the deal is closed, use it for a smooth and swift integration process to map out and execute your 100 day plan.
Your single source of truth
Ansarada’s Deal Workflow tool is a dashboard to monitor your complete deal lifecycle.
Workflow allows you to customize checklists and create your own workflows in minutes to manage multiple projects at every stage of the deal - from strategy and deal marketing through to closing and post-deal integration.
The dashboard gives you an overview of all your different projects, so you can track everything your team is working on without wasting time searching for it.
Use Deal Workflow to
- Track non-disclosure agreements and process letters - Track progress of deal preparation - Manage key contacts - Track ITTs and issues - Track key milestones & dates - Digitize your due diligence checklists - Collaborate internally and externally - Monitor team engagement and accountability - Prioritize your different work streams - Track multiple projects simultaneously
Visualize your workflows for total oversight and control
View projects in a checklist format or visualize your workflows in an interactive Gantt chart (https://www.ansarada.com/blog/visualize-your-workflows). Collaborate with your teammates internally and externally. Assign tasks, highlight high-priority items, and significantly reduce the amount of risky emails in the process.
From complicated spreadsheets to completed in seconds
Transfer all your work from Excel (https://www.ansarada.com/blog/turbocharge-excel) - your own due diligence checklists, workflows, document requirements and processes – and work on them securely. Import your customized information and harness the power of automated deal preparation and reporting.
Export it back to Excel if you need an instant snapshot in an Excel file format.
Goodbye duplication. Hello turbocharged templates
Save your favourite Workflows as templates so you can reuse them on future projects. Now you can save time and cost every time you kick off a deal.
Once your go-to checklists are in the Deals space, they can quickly be replicated and re-used for the fastest possible setup of your next transaction.
Templating is the key to standardizing all your workflows on Ansarada. Share best-practice with your teams and track progress with complete visibility and control. Adapt and improve your templates as you use them to get more efficient and perfect your processes over time.
Workflow
Start preparing for your deal using Deal Workflow today