Start closing smarter: Unlock the power of automation and AI for your M&A deals today!
Fintalo is the central infrastructure connecting M&A Advisors, Investors, and Clients—bringing all parties to the same digital table to enable collaboration and ensure your next M&A deal is future-proof.
Easily structure your process across Preparation, Qualification, and Deal Making—seamlessly prepare, adapt, and engage with investors, combining manual and automated interactions or processes to suit your preferences.
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Gain valuable insights with our investor analytics, designed to help you optimize your strategies and improve outcomes.
Streamline Preparation: Import your longlist via CSV, CRM, or our upcoming AI-powered longlist generator. Upload NDAs and documents, control investor access at every stage, and let Fintalo handle the rest. Track interactions effortlessly with live CRM updates, emails, or dashboards.
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Streamline Investor Qualification: Access detailed investor profiles, including past deals, live interactions, and team engagement. Automate document sharing, manage NDAs, and enable instant data access, as well as receive indicative offers via Fintalo—all tracked and adjustable with version control. Share updates, data, and news directly with clients to keep them informed. Stay in control with live behavior analytics and smart notifications for seamless collaboration.
Stay in control with precision—master your process without losing time to repetitive tasks and demands.
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Seamless Deal Making: Identify key players with data-driven insights and leverage our upcoming AI analytics to predict closing probabilities—ensuring a smooth transition to the VDR.
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Simplify NDA management with Fintalo: Upload NDAs, let investors sign instantly, and grant data access within minutes. Automate NDAs across multiple deals, track changes with intelligent monitoring, and streamline negotiations—all in one infrastructure. Signed NDAs can trigger automatic or manual document sharing, while a centralized dashboard lets you monitor statuses, download in bulk, and reuse smart suggestions for recurring investors.
Grant access the moment interest is sparked— not a week later.
Track and access all your data—view it live in Fintalo or directly in your CRM. Provide weekly or monthly reports to your client.
AI Analytics in the Making – advanced & predictive insights coming your way soon.
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