Solution introduction

Deal Flow Management

Every deal tracked and managed with (DFM)

Every deal, every activity, easily tracked
Deal Flow Management from Asset Class ensures that every deal is tracked and managed through a structured flow. Every call, meeting, task, document, relationship is tracked and easiy viewed on your Deal Flow dashboard. 

Due diligence centralized, and streamlined
With Deal Templates, you can ensure that every item of due diligence is actioned quickly. Our deal 'Tear Sheets' allow you to quickly assess where you are in the DD process, and every deal team member is in sync.

Relationship insights to drive deals forward
Automatically sync data from your email, calendar and 3rd party data sources to provide you with an intelligent, informed view of each deal.

 

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