Venturelytic
Manage venture capital and private equity deal information and collaboration in Salesforce Platform.
VenturelyticPaid
Positon.ai
by Positon IncSalesforcePaid
Automates M&A due diligence, deal configuration, risk reporting, and analytics in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Positon automates M&A workflows in a SaaS application for work stream leads on buyer, investor, seller, and startup teams. It includes automatic redaction, due diligence request deduplication, reusable deal configurations, and automated risk reporting. Real-time analytics powered by OpenAI support multiple M&A use cases.
Key capabilities
from the Salesforce AppExchange listingAutomatic redaction
Request deduplication
Deduplicates and optimizes due diligence requests.
Deal configuration
Stores deal configurations for use in later deals.
Risk reporting
Automates due diligence and risk reporting.
Real-time analytics
Provides real-time analytics powered by OpenAI.
Use cases
- Corporate development teams can use the platform for M&A workflows and analytics.
- Investment banking teams can use it for due diligence and risk reporting.
- Private equity teams can use it to support deal execution.
Who it's for
The vendor names corporate development, investment banking, and private equity teams, along with work stream leads on buyer, investor, seller, and startup teams.
In the catalog
332 plugins in Salesforce Platform · Finance
Price distribution: 154 free, 33 freemium, 145 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Positon (paw-ze-tawn) automates the M&A workflow end-to-end, moving the process from outdated, ad hoc tools to a SaaS application, powered by AI for real-time analytics. The platform provides M&A capability as a service supporting work stream leads across both buyer/investor and seller/startup to execute deals, in an …»