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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

EC Scorecard

Engagement committee voting tool for new client decisions, with AI-powered parsing of historical scorecards.

Internal

GTS Scheduler

Global Tech Summit meeting scheduler for coordinating sessions and attendee logistics.