Save deal PDFs from email to shared drive

Your inbox receives deal PDFs, NDAs, and term sheets that sit unread and delay diligence and review. Files are centralized for your deal team to review same day.

Overview

Deal documents often sit in analysts' inboxes, delaying diligence and increasing risk. Centralizing attachments and sending an immediate channel alert gives your corporate finance and deal teams the visibility to start review the same day and avoid missed deadlines.