Streamlined case management with digital signatures

About Dealstack

Dealstack is a platform designed to streamline administrative processes in private equity, especially around deal management and employee ownership programs. It simplifies and automates many of the repetitive tasks associated with deal administration, such as cap table management, equity plan implementation and participant onboarding. The software helps private equity professionals, lawyers and other stakeholders collaborate more effectively by reducing manual errors and saving time.

Benefits of a Dealstack integration?

Streamlining document management

• The integration will enable automated sending of documents for signature directly from Dealstack
• Electronic signatures accelerate approval processes, meaning documents can be signed and archived faster

Compliance and safety

• Digital signatures are legally binding, ensuring all agreements and documents are properly signed and stored securely
• An audit trail of signature activities is automatically created so that it is always possible to see when documents have been received, read and signed
• Integration between systems can create a centralized database for all signed documents

Increased satisfaction

• With the integration, users don't need to switch between different systems as the entire process takes place in one unified solution
• Integration makes it easier for teams to collaborate on documents in real-time and ensure everyone has access to the latest version
• Users can control access to documents and ensure only authorized parties can view or sign documents

Get started!

If you want more information about the setup, you can contact Dealstack at support@dealstack.io