Smartsheet for Mergers & Acquisitions

Smartsheet’s secure, AI-powered platform enables organizations to increase the success of their Mergers & Acquisitions; from due diligence through to integration. Turn your M&A deals into long-term competitive advantage with a single source of truth across the entire deal lifecycle.

Turn your M&A Deals into Long-Term Competitive Advantage

Smartsheet provides a single source of truth across the entire M&A deal lifecycle, ensuring strategic alignment, mitigating pricing bias, and enabling early capture of expected deal synergies on a safe and secure platform. Leadership can focus on planning and communicating changes, Corporate Development teams are able to accelerate deal evaluations, and critical stakeholders across the enterprise get insights into the integrations coming their way. Smartsheet’s powerful AI capabilities, capacity for process automation, and visibility into deal management, offer a simple path for accelerating value realization while expanding capacity.

Cross-collaboration

Collaborate in real-time with business and product partners as well as external counterparts. Reduce bottlenecks with seamless cross-functional cooperation. Gather feedback, ideas, and info via forms. Easily raise issues & submit questions.

Automation

Automate aspects of the deal process, including flagging high-risk diligence issues for reports and routing NDAs for signature. Easily add and manage members of working group lists and manage their access to deal assets and data rooms.

Visibility

Build real-time reports and dashboards catered to the audience while bringing all deal-related content into one place; your admins can manage who gets access to what. You can also track all diligence, internal alignment, and approval meetings with respective agendas, attendees and takeaways.

Security

Easily set up multiple data rooms to manage access to confidential information by certain parties. Process owners and Admins can have full visibility and set up reports and dashboards for easy monitoring. You can also track every added or deleted field, attachment, or comment and manage access to your data room – know who has yet to access the data room and who has been in there a lot.

Flexibility

Set up roles and easily manage access to assets that new and emerging stakeholders can see, and onboard them with ease. Post-deal, you can easily point stakeholders to assets that get them caught up quickly as part of integration.

Ease of use

New users can be onboarded with a single one-hour session; custom views do not overwhelm, and it is easy to navigate. This makes it easier to build direct relationships with deal members and makes integration smoother. You can also build a Smartsheet homepage that auto-recommends relevant assets, and you can favorite key items.

Why Smartsheet?

The Smartsheet platform offers comprehensive, interconnected capabilities across and beyond various M&A phases, leading to greater efficiency, impact, and capabilities. Smartsheet can offer an entire organization better collaboration, data consistency, and long-term adaptability that fits the size, scope, and specifics of just about any business or deal size. Think beyond closure and integration: customize workflows, reports, dashboards, automations, and alerts to fit your business.