Five systems became one checklist.

SVN Holman Partners was using five different platforms to manage deal due diligence, including handwritten checklists, an internal drive, and Google Drive for sharing large files with clients and counterparties.

The process was not streamlined, which made it difficult to manage multiple deals efficiently. The alternatives SVN evaluated were expensive and still did not provide the functionality they needed.

SVN was invited into Prodeal as a guest on someone else's deal, and quickly saw that it centralized due diligence in a live checklist that tracked due dates, with permissions for tailored client and counterparty access plus activity tracking and reporting.

The team was able to use it off the shelf, at a cost-effective price point, with everything that had been missing from their five tools.

One platform now saves SVN time and money. The team is more organized, streamlined and efficient; SVN's transaction manager can close three transactions in one week by herself.

Clients bulk upload and download documents, get reminders, see due dates and interact with the SVN team in a real-time checklist. SVN sees when files are viewed, tracks diligence progress, and keeps every party on the same page. The team spends less time managing due diligence and more time closing deals.