Deal Overview
We launched a new dashboard so users can view all transaction management activity in one place!
- Manage pre-launch, launched, and closed deals all in one place.
- Respond to pending CAs, data room questions, comments from individual investors.
- Deep dive into any specific deal, or view aggregate statistics on all Revere activity.
Upload Multiple CAs for a Deal
Upload an investor CA and a roker CA for fine-tuned control of access and visibility to sensitive documents.
- You can choose to manually approve Broker CAs while still automatically approving investor CAs.
- See which CA was signed directly from the leads table.
Live Customer Support
We have now added live customer support to the platform. Reach out to a member of our team from anywhere on Revere and get help in minutes!
Small quality of life improvements
Dozens of small improvements were made to the app based on feedback from brokers and transaction coordinators. A few highlights:
- Additional information available in the leads table: number of downloaded documents, address and phone number, last note taken
- Marketing report customizations (reach out to our team for customizations of your marketing report!)
- Data room table of contents downloadable directly from data room
