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pipeline-dash

M&A Pipeline [Dashboard]

  • Monitor the status of your M&A pipeline at a glance & in real-time.
  • Syncs to data contained within project cover pages.
  • 8 charts with drill-down functionality (see the following pages for examples).
  • Customizations (color, chart configuration, etc.) available at additional cost.

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pipeline-dash-drilldown-1

M&A Pipeline [Dashboard, Drill-down Report Ex #1]

  • Included with M&A Pipeline Dashboard.
  • A detailed drill-down report showing key data points on all targets added to a deal pipeline in the past 30 days.
  • Syncs to data contained within project cover pages.
  • Customizations (color, column headings, filter parameters, additional drill-down, etc.) available at additional cost.

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reason for rejection

M&A Pipeline [Dashboard, Drill-down Report Ex #2]

  • Included with M&A Pipeline Dashboard.
  • A detailed drill-down report showing key data points on all targets rejected from a deal pipeline (with reason for rejection being a cover page choice drop-down field).
  • Syncs to data contained within project cover pages.
  • Customizations (color, column headings, filter parameters, additional drill-down, etc.) available at additional cost.

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deal-flow-management-ocr

Deal Flow Management [One-click Report]

  • View active and closed deals at a glance.
  • Syncs to data contained within project cover pages.
  • PDF report generates with one-click. Auto-aggregation of totals and calculation of multiples across deal stages.
  • Customizations (color, column headings, data points, etc.) available at additional cost.

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target-overview-ocr

6-page Business Case Presentation [One-click Report]

  • Capture key target information within a standardized report.
  • Syncs to data contained within project cover pages.
  • PDF report generates with one-click.
  • Customizations (color, layout, data points, number of pages, etc.) available at additional cost.

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time-in-pipeline-ocr

Time in Pipeline [One-click Report]

  • Track the time targets spend in deal stages.
  • Syncs to when a target is moved across pipeline stages.
  • PDF report generates with one-click.
  • Customizations (color, layout, data points,, etc.) available at additional cost.

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reason-target-rejection-ocr

Reason for Target Rejection [One-click Report]

  • Track the reason for target rejection (captured by a drop-down choice field).
  • Syncs to data contained within project cover pages.
  • PDF report generates with one-click.
  • Customizations (color, layout, data points, column headings, etc.) available at additional cost.

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lessons-learned-ocr-1

Lessons Learned [One-click Report]

  • Capture key information on closed or aborted deals.
  • Syncs to data contained within project cover pages.
  • PDF report generates with one-click.
  • Customizations (color, layout, data points, number of pages, etc.) available at additional cost.

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