Advisor<br/><span>Optimise your equity financing activities with Equiteasy</span>

Optimise your equity financing activities with Equiteasy

Why You Should Use Equiteasy

  • Consolidate your customer relationship and offer a service with a high added value.
  • Offer additional services, such as VDD, legal structuring, business plans, etc.
  • Prepare a presentation or pitch based on investor’s expectations and criteria.
  • Contact relevant investors directly to elevate your chances of your project reaching an interested party.
  • Receive instant notifications on your project’s developments.
  • Make investors compete for the best offer.
  • Unlike traditional models, you benefit from transparent pricing based on the success of your project.

Supporting your clients through all the stages of fundraising, business transfers and takeovers is easier than ever thanks to Equiteasy.

Our solution in 5 steps

Upload your project

Upload your project

You and your client will upload the project and all relevant documents (balance sheets, commercial presentations, etc.) using our secure form designed specifically with investor expectations in mind.

Run the algorithm

Run the algorithm

Our Equartyp algorithm matches the project with the most suitable investors. You will then choose the investors you wish to contact and add them to the project.

Contact investors

Contact investors

Your chosen investors receive a brief and an anonymous description of the business, keeping everything strictly confidential.

Manage communications

Manage communications

Investors interested in your project will contact you via the platform requesting full access to your project’s information. They will sign an electronic NDA where applicable.

Liaise privately

Liaise privately

Exchange messages and share documents through our secure platform.

Manage your buyer's profile database online

We know that managing a database of buyers can be time-consuming: how can you be sure to ask the right buyers for the right opportunities?

From the very beginning of Equiteasy, we wanted to offer a service dedicated to this issue, and thus allow M&A advisors to better communicate with the buyers in their network and improve the success of their missions.

Buyers management, a feature that will make your exchanges with buyers more fluid.

You can now create and manage your buyers' profiles directly on Equiteasy, and thus have a direct and centralized view on your database, to offer an additional service to your client base

With this new feature you can:

  • Create in your account the buyer profiles of your customers, with their takeover strategies
  • Transmit these business opportunities directly to them
  • Have access to a CRM-type space with a global view of your buyers and current projects

The onboarding of your database is done by the Equiteasy team. You have access to all your profiles from the first day of your registration.

Equiteasy makes business transfer easier!