M&A advisory transaction management software platform
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Cloud based platform supporting the needs of M&A professionals
Our technology empowers you to harness the intellectual capital of your people and processes. With Roclo, investment bankers are able to use one platform capable of providing intelligence and efficiencies catering from deal opportunities, pitching, managing transactions through to reporting both externally and internally.
The platform has been built to leverage the silos that exist within most advisory firms and to collate that data to create efficiencies and speed up processes when looking for new opportunities or executing a transaction.
How Roclo adds value to your business
Instead of using generic CRM systems for client sourcing and excel sheets for managing transactions Roclo transforms the way you work by giving you oversight, control and intelligence to drive your M&A business forward through data-driven transformation. With many M&A firms operating in a hybrid manner, Roclo unifies your firm and allows them to comprehensively work as a team wherever they are.
- Relationship management
- Compliance
- Business development
- Pitchbook preparation
- Sponsor coverage
- Deal Management
- Reporting and Analytics
- Next level deal marketing
Providing payback within months
At Roclo, we have developed technology based on our deep understanding on the intricacies of the M&A sector. When partnering with us you're in safe hands, and will experience the benefits of our solution across your organisation for the foresseable future.
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