Deal Document Management Solution for Capital Market

Solution Name: 
Deal Document Management Solution for Capital Market
Works with Alfresco: 
5.1, 5.0, 4.1, 4.2, 4.0, 3.4, 3.3, 3.2

Micro Strategies Deal Document Management Solution provides the deal making community with a secure repository that allows users to quickly and efficiently access, store and search documents using their existing interfaces, fitting in with the way they work.


Business Challenges:

The ability for financial services companies to advise and execute on M&A deals in an accurate and timely manner directly impact the number of deals that can be addressed and won.

Information and documentation needs to be accurate, compliant and meet regulatory requirements. How can deal makers fully focus on clients when so much time is spent managing documentation?


Solution Benefits:

From the idea generation stage to execution and completion, Micro Strategies provides the tools that address the unique challenges that the deal making community faces--managing, circulating and securing large numbers of

sensitive documents while being compliant as well as allowing access to information when and where it is needed.

  • Create standardized Deal folder structures based on deal type
  • Automatically trigger deal folder creation from Deal Management System
  • Quickly access and view all documents for a user’s dashboard
  • Easily pull in a complete Data Room into the Repository
  • Access documents from tablets and smartphones
  • Search for documents based on business determined properties (deal name, deal type)
  • Access documents from MS Office applications, Outlook, Web Dashboard or Custom Interface
  • Enable documents to be accessed from links in other systems
  • Ability to integrate WORM storage to ensure SEC compliance
Licensing Model: 
Priced base on implementation
Version History: 
Support Option: 
Supported by Solution Provider
Support Contact(s): 

            Mitch Gabor,

+1 973 625 7721