1. solutions intralinks for Deal PreParation
Effectively Manage Your
Deal Preparation
At the start of your process, you and the entire deal team need to be
organized and focused. Unstructured information in the form of emails,
add files and folders in Bulk
overnight CDs, and worse yet, undeliverable or lost communications, will
Make information quickly available. Access
not facilitate preparing for the deal. Keeping a good folder system on your files on your local and network drives or internal
document management system as well as manage
network drive or in your mail system is a step in the right direction, but files on your IntraLinks exchange. Create new
folders and documents with a single click. Select
doesn’t allow you to share critical information with members of your cross- multiple files, or even entire folder structures, and
drag and drop them into IntraLinks — right from
organizational deal team. It’s a competitive environment for deals and you your desktop.There are no limits on the amount
and size of the data you upload.
need to be organized and structured early on in your deal process to gain
a strategic edge. Deal team exchanges help you get the team up to speed Dynamically index information
Make information organized and easy to
quickly and keep them focused as well as keep the process on track. find. Easily rearrange folder structures and files
rather than deleting them and uploading new
files. And, the index numbering automatically
You’re accustomed to using IntraLinks® during the due diligence phase. Now it’s time to conduct updates accordingly.
your deal preparation with the same level of security, control and efficiency. Gather initial data, col-
laborate on information memorandums and management presentations, and assemble and assess
access Control, advanced search
and filter and Mobile access
key company and industry information in one, central, organized location. And, only IntraLinks can
assist the entire deal team — from corporate executives, finance and legal professionals, and lines Make sure the right people have access.
Rigorous ID and password-protection protocols
of business management to investment bankers, financial and legal advisors, and consultants.
keep you in control of who has access, with
permissioning down to the document level.
Stay Organized Control Access Within or across projects — search, filter and
identify your contacts and content, including
IntraLinks provides a secure location of record With IntraLinks, you determine who has them in your projects. Access and manage
for all of the documents pertaining to your access to what documents. Your deal team users and documents via your Blackberry,
maximizing productivity.
deal, including project timelines, working exchange enables you to share certain
group lists, project status reports, due information with a smaller group within the
Custom fields and tags
diligence picklists and more. Your deal team deal team — for instance, you can share
exchange gives you a unified and structured preliminary models and other sensitive Make information contextual and
meaningful. With effective data organization,
way to share information, instead of the usual information with just the banking team. And the team can find and sort the information it
inefficient emails, CDs and overnight mail. because IntraLinks is a fully hosted solution, needs to position the deal effectively. Custom
non-essential personnel need not be alerted fields and tags help you identify and organize
to the upcoming transaction.
information quickly and easily as your project
Speed Up the Process grows for increased efficiency for all parties.
Quickly and easily upload documents to your deal
team exchange using the desktop client tools,
Eliminate Firewall Constraints Customer support
IntraLinks Designer or File Uploader within the Email bouncebacks due to large file sizes or Have access to round-the-clock service
platform. Accelerate all aspects of deal prepara- other firewall issues can introduce unex- and support. IntraLinks’ multi-lingual
customer service organization provides
tion by ensuring that all communications are pected delays. IntraLinks eliminates these
training and ongoing service 24x7x365.
quickly and efficiently distributed to the appropri- hassles and ensures that you can get the right
ate parties. Post time-sensitive information for information to the right people — right when
deal team members to review from wherever they need it.
they might be — the office, home or on the road.
Monitor Activity
IntraLinks enables you to conduct your Preparing to launch a deal is an intense and time-
deal preparation with the same level of 1 866 INTRALINKS
sensitive task. IntraLinks’ reporting tools enable
control, security and effectiveness you you to track team access and review activities
New York + 1 212 342 7684
have become accustomed to during to ensure the project stays on schedule.
London + 44 (0) 20 7060 0660
the due diligence phase. Hong Kong + 852 3101 7022
www.intralinks.com