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Before
Managing multiple deals simultaneously can be rewarding. But deadlines clash and resources become overstretched. User access, approvals and compliance make staying on top a genuine challenge. Accidents occur when handling tasks across multiple software applications and the pursuit is often abandoned.
After
Front Office AI saves hours of stress across the deal lifecycle. A purpose-built solution that keeps the key information at your fingertips. Role-based access allows stakeholders to securely approve and complete docs. Communicating with counterparties in context ensures the fastest close of your career.
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Start a deal in one click
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Link pre-configured term sheets and contracts
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Set a deadline to drive activity
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Manage stakeholder access with precision
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Invite counterparties with relevant access
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Increase security for each deal
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Start with a blank or pre-configured term sheet
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Track changes on every negotiation
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Set approval requirements
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Link term sheet to standard contracts
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Drag files directly into Deal Room
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Automated project management
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Centralising deal comms eliminates errors
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Full archive boosts transparency
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Collaborate smoothly and securely
Automate steps
Link bespoke term sheets and contract templates to expedite standard deals
Invite parties
Control access and editing rights with permissions that can be withdrawn at any time
Project manage
Automated task management keeps parties moving towards the completion deadline
Empower stakeholders
Tracking negotiation and draft amendments maintains certainty and trust
Connected comms
Real time alerts and a forum for Q&A aligns parties on each deal
Instant visibility
Save time with a chronological deal feed tracking stakeholder activity
