Applies to: Everyone
Intralinks DealCentre™ is a single platform for end-to-end completion of deals. It provides for seamless transitions from idea generation, to pitch, to marketing, to diligence, to closing, all without leaving the platform. In addition, DealCentre provides a way of viewing deals at any stage, not only those deals undergoing diligence.
DealCentre provides many benefits:
- Brings together all of the disjointed systems currently being used, making the deal process easier and more efficient.
- Provides an overview of all past, current and future deals, increasing transparency and flexibility throughout all phases of a deal.
- Saves time by allowing users to reuse deal components from past deals in future transactions.
- Allows users to create a deal prep room from the platform without contacting Intralinks, making it faster to kick off a deal.
Video - Overview of DealCentre Roles
Watch this video to learn about user roles within DealCentre and how to add People to a deal. Use the icon in the video player to view the chapters available.
DealCentre roles
DealCentre has the following roles that determine what features you have access to:
- Advisor - The advisor is established by an Intralinks Admin when the DealCentre account is created. The advisor has access to all features in the product except buyer-specific features and to all deals created by the advisor organization.
- Seller - The seller is added to a deal by the advisor. Sellers have access to the preparation and diligence areas and the people tab for the deal to which they have been invited. Sellers are responsible for uploading and organizing documents in the preparation area. They cannot push documents to diligence or add or manage users.
- Buyer - Buyers are invited to a deal by either the advisor or seller. Buyers have access to documents that they have been permissioned to view and to the buyer checklist. They cannot upload or manage documents or add or manage users.
People that can be added to DealCentre
People can be added to DealCentre in several different ways depending on their role in the deal.
- Internal users - Internal users are the people within your organization that will be added to a deal team. They are responsible for creating and managing deals in DealCentre. They are added to DealCentre from the Internal Users section on the Settings tab on the deal list, not from within a deal. After adding internal users, you can add them to a deal from the Overview tab within a deal. For more information, see Managing deal team members.
- Sellers - Sellers are key stakeholders who are responsible for uploading and organizing documentation. They are added to the seller group from the People tab within a deal. For more information, see Adding buyer and seller groups to a deal.
- Buyers - Buyers are users that are granted access to the diligence area. They are added to a buyer group from the People tab within a deal.
- For more information, see Adding buyer and seller groups to a deal.
- Contacts - Contacts are people from outside of your organization to whom you can market your deals through the Deal Marketing tool. They are added from the Contacts tab on the deal list. Fore more information, see Managing contacts.
Getting help with DealCentre
If you have any questions about DealCentre, contact DC-Support@intralinks.com.