Custom-made transaction templates ensure key terms are in line with your typical transactions and negotiations start with the same baseline
transaction formats can be easily created as templates
transactions are synced with negotiation and portfolio
create different templates for different classes easily
indicate anything from desired ranges to non-negotiable terms
Managing financial transactions involves multiple parties, interests, communication and many activities that are typically segmented. Capcade integrates the entire journey from creating a transaction or transaction request, to pairing with the right advisors and counterparties, to negotiating terms, to post-closing admin and compliance.
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