SS&C Intralinks & Deal and Advisory Reports Dealmaker of the Week Awards

Congratulations to advisory firms that made SS&C Intralinks & Deal and Advisory Reports’ Dealmaker of the Week.

These advisory firms were presented with tombstones. Accompanying these tombstones are some tools to assist advisory firms with current and future deals.

Here is a list of the tools accompanying the tombstones awarded.

• Deal lifecycle management platform

• Contract lifecycle management platform

• Document automation

We invite advisory firms that received tombstones to meet with our team which will set-up these tools for your use.

NOTE: There is no contractual or financial commitment tied to the set-up or useage of the tools.

Automation of Proposals to Register Companies

At MLS we observed that the most popular request law firms receive are requests to register a company. Preparing such a proposal is a very low end tasks but nonetheless takes some time and effort..

Background

When generating a proposal to a client seeking to register a company most of the information needed is sourced from the Client. However, the means via which such is collected, ahead of being able to generate a proposal, involves some back and forth with the client.

Painpoints

• Time consuming mails or meetings to collect client information

• A low end task consuming time and effort

• A slow process that can frustrate clients in need of speed

• Potential for errors during fact finding ahead of preparing proposal

Solution

We used Afterpattern from Netdocuments to create a Smart App which the Service Provider (law firm) shares with the Client. Client responds to prompts from the App and a proposal is generated and shared with both the Service Provider and Client via VDRPro from SS&C Intralinks.

See below for video on this..

Automation of a Board Evaluation report for the Company Secretarial Team

Recently received a request to assist with the automation of Board Evaluation reports for a Company Secretarial Team.

Background

On a normal day board evaluation reports were generated by the Company Secretarial Team using a word template that was amended for each Corporate Client. Company Secretarial Team asked if there was a better way of generating and sharing reports.

Painpoints

• Reports were prone to errors

• Inconsistent reports

• Slow process

• Not client centric

• Insecure sharing via email

Solution

We used Afterpattern from Netdocuments to create a Smart App that the Company Secretarial Team now use to generate the report. We also set them up with VDRPro from SS&C Intralinks for secure sharing of the eports generated with the end users. Here is how we did it.

See the Future of Dealmaking in Action: DealCentre AI™

SS&C INTRALINKS WEBINAR

Tuesday, June 18, 2024

12:00 pm ET

Artificial intelligence (AI) is poised to reinvent how deals are done. See how DealCentre AI can speed and streamline your deal.

Join us for a demo of our all-new platform DealCentre AI and see how SS&C Intralinks is applying artificial intelligence to completely reimagine the dealmaking process.

DealCentre AI offers a range of capabilities designed to simplify tedious and complex tasks, while harnessing cross-deal insights to drive smarter, more informed decisions.

Join our webinar to find out how.

Dive deep into the due diligence essentials – your guide to informed decision-making has arrived.

Unlock the secret to successful due diligence why due diligence periods are growing and their impact on deal success with The Dynamics of Due Diligence, the first of four follow-up reports produced with Mergermarket and Bayes Business School. Download part 1 now:

Charting the AI Course

The AI revolution has arrived

The AI revolution has just started. In the evolving world of data-driven dealmaking, AI is set to revolutionize processes. With a track record in AI investment, Intralinks is dedicated to creating intelligent applications for streamlining deal transactions.

We convened 30 senior-level dealmakers for a discussion on the implications of AI in M&A dealmaking. This white paper uncovers six takeaways arising from the group's discussion.

Dealflow Predictor Q1 2024

M&A Dealmaking & Financing Trends in 2024

This report sheds light on the major trends impacting dealmaking and provides a glimpse into what lies ahead next year.

Compliance made simple using AI

We have made it simple for corporates to carry out compliance exercises such as KYC and others ahead of the start of onboarding counterparties. Following have been introduced:

1. Smart Forms that gather all material needed from counter parties that are being onboarded in a simple and efficient manner.

2. A Secure Document repository (VDR Pro) for material uploaded using the smart form with auto redaction if needed to ensure confidentiality of key data as required under the Data Protection Act.

3. AI that compares material uploaded to the corporates checklist. An efficient manner of ensuring all files needed to onboard the counterparty are complete.

Email us at connect@mlslegal.co to arrange a trial.

ENFORCE+ IS A “GUIDED DATA ROOM” EXPERIENCE

A guided data room experience is a step-up from your plain vanilla data room.Buy-side users are able to navigate the data room as though they would an interactive website.

This “guided data room” experience:

1. Has an integrated “Pitch space” enabling sellers easily migrate from pitch phase to due diligence phase on one platform;

2. Links files from different business units for easy navigation between files and folders;

3. Shows images and videos first hand on a page, so need to download to view and play;

4. Is interactive and intuitive;

5. Is built from the ground up with security in mind which is provided by the best in the business: SS&C INTRALINKS;

6. Is flexible and upgradeable using code which can be built, integrated and injected to the site to meet the needs of the transaction;

7. Can be tailored to the specific needs of the seller.

STANDARD EVERY DAY DATA ROOM

ENFORCE+ (A GUIDED DATA ROOM)

ADVANTAGES OF A “GUIDED DATA ROOM”

• Fast and easy to navigate.

• Images and videos available to view on the site with no need to download.

• Integrated NDA (Non-disclosure Agreement) and KYC (Know Your Customer) form.

• Low cost offering.

• Ideal for small to medium sized deals.

• Tailored to the deal as one size does NOT fit all.

• Easy on the eye when compared to the traditional virtual data room.