All Carlsquare SF internal tools and client-facing applications in one place.
Prospect-facing assessment tool that evaluates a company's readiness for an M&A exit across key dimensions.
Internal team allocation and capacity tracker for the SF office, sourced from SharePoint data.
Showcase of completed Carlsquare deal tombstones and transaction history.
Generate deal process timelines for client presentations and pitch materials.
Comprehensive deal tracking dashboard with pipeline analytics and reporting views.
Engagement committee voting tool for new client decisions, with AI-powered parsing of historical scorecards.
Client deliverable timeline tracker with weekly views, phase tracking, and review scheduling across engagements.
Sell-side M&A email marketing and buyer pipeline tracker for running teaser and CIM campaigns to buyer lists.
AI-powered questionnaire that recommends slides and time allocation for client pitches based on audience context and past presentations.
Analytics dashboard for the Exit Readiness assessment tool with submission stats and score distributions.
Cold outreach messaging tool for crafting personalized LinkedIn hooks and marketing sequences.
HealthTech M&A newsletter generation, article scoring, and distribution to subscriber lists.
Upload an NDA and get a review against Carlsquare's standard terms, flagging clauses that need negotiation.
Healthcare IT market dashboard with public comparables, precedent transactions, and deal activity.
Legal tech and legal services market dashboard with public comparables, precedent transactions, and deal activity.
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