psKINETIC

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Deal Execution
Automating Deal Execution To Accelerate Scale And Growth

Connect Data, Due Dilligence and Funding

We define Deal Execution as point in time at which a sourced deal has been qualified as a viable target to invest time, resource and expense into researching through to signing and funding.

At the core of Deal Execution is a multi-staged, gated investment approval process controlled by the Investment Committee. Each stage made up of a myriad of sub-processes from financial modelling and the various layers of due dilligence through to the 100 day operating plan. Driving a deal towards a successful outcome requires a combination of great investment acumen with a complex, often confidential, logistics operation.

Technology and data-gathering pain points that were a source of irritation for the deal teams of investors during normal times (pre COVID-19) have now become a source of critical risk. With deal complexity, size and volumes ever increasing, email & excel remain a stubborn part of Deal Execution despite offering limited process control, structured data capture, or visibility.

A patchwork of complicated checklists, siloed systems and fragmented data often require deal teams to run a gauntlet to complete routine analyses – more often than not manual workarounds are sought in a bid to tempoarily oil the deal making machine.

To succeed, investors need to enable new ways of working and accommodate a workforce and client base that have become more reliant on remote collaboration and digital engagement. Excel spreadsheets and layered decision making must give way to advanced modeling, real-time knowledge sharing, and robust, digitally enabled processes.

Deal Execution Demo

93% reduction in admin tasks

Automate, internal ops, stakeholders and funding processes

80% reduction in manual tasks

Remove reliance on email and excel

95% process compliance

Fully auditable compliance trails and reporting

Increasing speed and scalability

100% technology driven

Improve Visability And Control

Every firm has unique investment and financing strategies. Siloed structures concentrate pockets of expertise, giving firms limited flexibility to manage excess workloads. Many routine processes include multiple handoffs that require manual intervention, often exacerbated by fragmented technology and software solutions that hinder coordination and interoperability.

The Deal Execution Platform is not an off-the-shelf solution, but a highly configurable platform tailored to your processes. We support you by tailoring the solution to your specific own approval process (variable by fund); your specific approach to due diligence, mandate compliance and working with co-investors.

The result? A Platform that enables deal do-ers to live within for all their deal making needs and you’ll own all the IP (your data, your own individual processes).

Accelerate your deal execution in 90 days.

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Deal Execution Demo

Capital Markets

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