M&A
Deal Intelligence for High-Performance M&A Teams
Support every stage of the M&A lifecycle with purpose-built tools for financial modeling, deal comps, document management, and secure collaboration.
Infrastructure for World-Class Deal Lifecycle Management
Whether you're on the buy-side or advising, manage every stage of the M&A process with real-time insights, secure collaboration, and custom reporting workflows.
Purpose-Built for Fundamental Analysts
Equip your analysts with tools purpose-built for bottoms-up fundamental research across sectors and geographies.
Elegant, Scalable Portfolio Monitoring
Track holdings, price movements, catalysts, and internal notes across all positions in one centralized platform.
Robust Model Sharing Across Teams
Share, duplicate, or comment on financial models across teams without getting a headache.
Compliance-Ready Workflow Support
Timestamp, archive, and permission internal research and model access to meet audit needs.
Multi-Strategy Fund Coverage Features
Support long-only, long/short and multi-asset mandates across one clean, unified interface.
Internal Ratings & Thesis Tracking Tools
Maintain a centralized, cross-functional view of internal conviction and thesis evolution over time.
Dynamic Monitoring & Notifications
Get notified when important events happen in your workspace, such as changes in settings & attributes on key resources across teams.
Tools for Transparent IC Presentations
Generate IC-ready reports from research inputs and valuation models with one click.
Custom KPI Tracking & Global Asset Exposure
Define and track company-specific KPIs across international filings and jurisdiction-specific datasets.
Start building your investments on Countercyclical today.
