Connect

• Load or create transaction data in the system

• Connect all relevant stakeholders and data

• Connect documents to transactions

• Connect checklists and other controls automatically

Automate

• Create automated workflows for different transaction types and asset classes

• Automatically launch deal workflows that create checklists, perform controls, produce documents and involve people

Monitor

• Review deal flow and transaction status on simple dashboards

• Aggregate and review document completeness at any level (client, entity, asset, transaction etc)

Decide

• Validate and record pre-trade and post-trade controls

• Record deal committee decisions where applicable

• Validate transaction documents, and obtain electronic sign-off