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Project management technology for 
M&A deals

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Enjoy free access to the Deal Workflow Pathway to automate your deal processes from the earliest stages of client engagement for greater speed, security, visibility and collaboration.

The Deal Workflow Pathway is a digitized checklist and project management tool that enables you to marshal all your different work streams and orchestrate your deal processes.

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Americas

Use the Audit Checklist, built in conjunction with a Big Four firm, to understand exactly what information you’ll need to provide for your Financial Audit.

Asia Pacific

+44 (0) 20 3058 1060

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Project management technology for M&A deals

Step - 1

Sign up to get free access to the Deal Workflow Pathway.

Step - 2

You will receive an email from us with your login details.

Step - 3

Complete the quiz and customize the Deal Workflow template to your requirements.

Invite your client and the deal team to the Pathway and assign responsibility to owners and set target completion dates.

Step - 4

Step - 5

Flag priorities, identify bottlenecks and track progress of each task and each workstream anytime, anywhere.

Step - 6

Save and duplicate the Pathway for an efficient and standardized process for your next deal.

Europe, Middle East and Africa 

+61 2 8241 0888

+1 312 638 2200

 Answers to your questions

What is a Pathway?

A Pathway is a digitized checklist. It provides you with a clear list of all the steps, documents and best practices you’ll need to produce for your optimal outcome, from audits to strategic reviews, board reporting, debt or equity-based capital raising, re-financing, restructuring, divestments of asset sales and whole company sales processes. Pathways can be adapted, templated and reused to suit the needs of any sized company or transaction. 

Is a Pathway the same as a virtual data room?

No. Pathways are a key part of the Ansarada platform. They guide the progression of activity from pre due diligence through to execution of the deal itself in a data room. Typically clients start working with a Pathway and then with a click - when they are ready to execute an opportunity - can make the right information available to the right guests through the virtual data room.

What others say...

 How the Deal Workflow Pathway works

Collaborate with your clients and advisors

Collaborate efficiently with clients and other advisors using project management tools including task assignment, deadlines, and scoring across different work streams. Assign responsibility to owners, collaborate internally and externally, set target completion dates, flag priorities, monitor progress, and report on it to clients.

Get your client deal ready, faster

Give your client full visibility

 Benefits of the Deal Workflow Pathway

Digitize your workflows in order to efficiently plan, execute and track all the activity required to get started on and run the deal, including consents, approvals, teasers, pre-deal documentation and more. The sequence of the Pathway follows the stages of the deal for an orderly step-by-step approach.

A dashboard view gives you complete oversight of activity and progress. Give your client full visibility over the process and manage expectations. Keep control and oversight over your deal pipeline from day one.

Automate and simplify your deal workflow 

Save time and reduce frustrations of manual processes and separate systems by automating repeatable tasks and having a single source of truth for all deal (and pre-deal) activity across internal and external teams.

Get free access to the Deal Workflow 

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Give your existing processes an upgrade with the digitized Deal Workflow Pathway, free for advisors to use.

Digitize your end-to-end M&A deal workflow

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Our templatized Deal Workflow Pathway is a digitized checklist and project management tool that will enhance your deal processes from the earliest stages of client engagement.

Now you can

 Introducing the Deal Workflow Pathway

Once you’ve got your Pathway customized to your requirements, you can easily replicate it for an efficient and standardized process every time, enabling you to move quickly and scale.

Move quickly and prospect more deals

Turbocharge your deal flow

Once you’ve got your Pathway customized to your requirements, you can easily replicate it for an efficient and standardized process every time, enabling you to move quickly and scale. A dashboard view gives you complete oversight of activity across all departments.

Automate your pre-deal processes

The Deal Workflow Pathway is a digitized checklist that brings all the required information into one place, so you can assign responsibility to owners, collaborate internally and externally, set target completion dates, flag priorities, monitor progress, and report on it to clients.

Drive stronger deal outcomes

Following this Pathway is a crucial first step to getting alignment on all the required documentation and tasks to get the transaction underway. Be confident you have everything in place to achieve the best M&A outcome for your client, every time.

"UBS has trusted Ansarada for 10 years in more than 100 deals of all types, sizes and complexities. The people at Ansarada are committed and purpose led and we enjoy working with them. Their product and service provides everything we need to reduce deal risks, extract valuable insights and execute efficiently.”

Guy Fowler, Chairman of Corporate Client Solutions

Achieve better outcomes with the most advanced virtual data rooms 

Every day we help thousands of businesses get ready for and experience success in capital raising, M&A, re-financing, restructuring, post-acquisition integration, tenders and more.

Ansarada is a global leading SaaS platform designed to drive stronger business outcomes for over 35,000+ transactions enabling companies and their advisors to get ready, run and realize value from their most important transactions.

Use the Pathway to digitally recreate and manage your work streams so you can work more efficiently and with the confidence of visibility.

*Offer does not include a Virtual Data Room and is only available for Advisors

 Introducing the Deal Workflow Pathway