Plan the work.
Give each task an owner and an internal deadline. See the work it depends on and the questions that still need an answer.
Under development
For investment and acquisition teams
Keep the deal
together.
Who owns the next step? Which document supports the decision? What is still unresolved? Keeptly is being built to keep those answers with the deal.
See the planned workflowSee how the work connectsPlan → Review → Decision
The work behind an acquisition
A plan. The evidence. A decision to act on.
Investment teams, advisers and operating teams work on different parts of the same deal. Keeptly is designed to connect their work without giving everyone access to everything.
Build the decision record.
Keep a review question beside the document version and assessment that answer it. Make the basis for a decision possible to follow.
Hand over the unfinished work.
Carry decisions, commitments and open tasks into the next phase, with a named recipient and the source material still attached.
Keep the reasoning with the work
A document is only
part of the answer.
A file tells you what was delivered. The review question, the responsible person and the decision explain what it means for the deal. We are building Keeptly to keep those connections visible.
Illustrative relationship between planned features. Fictional example.
Access follows the assignment
One deal. Different responsibilities.
An adviser reviewing a document and a team member approving a decision need different access. Keeptly is designed around explicit permissions and separate customer information.
Our approach to securityKeeptly
What needs to happen before the next decision?
See the planned links between the work plan, review questions and handover.
See the planned workflow