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Carlsquare ยท SF
Internal Tools

App Hub

All Carlsquare SF internal tools and client-facing applications in one place.

Exit Readiness Score

Prospect-facing assessment tool that evaluates a company's readiness for an M&A exit across key dimensions.

Client-Facing

Staffing Matrix

Internal team allocation and capacity tracker for the SF office, sourced from SharePoint data.

Tombstones

Showcase of completed Carlsquare deal tombstones and transaction history.

Client-Facing

Timeline Generator

Generate deal process timelines for client presentations and pitch materials.

Deal Dashboard

Comprehensive deal tracking dashboard with pipeline analytics and reporting views.

Internal