Use SunGard DX to facilitate the collaboration process during document preparation and retain a secure archive of completed documents. Strategic buyers and sellers can organize the due diligence process and share deal documents when buying and selling strategic assets. For instance, a portfolio executive can upload documents containing key financials and capitalization data while the representative of a prospective investment can upload business plans for consideration.

With SunGard DX, the typical workflow for the due diligence process begins with building an index of the supporting documentation required for the deal and uploading the documents to the online data room. The financial advisors on the selling team perform entitlements to provide prospective buyers with the appropriate access to the material. The company or the law firm involved with the deal may oversee the content management.

Hosting the due diligence process in SunGard DX results in a lower overall cost for both buyers and sellers. SunGard DX removes the costs associated with a traditional physical data room, such as printing and photocopying fees, conference room rental, and travel expenses. The seller has more control over the accessibility and visibility of the documents and more insight into the buyer’s research through the user audit reports. Buyers benefit with a better understanding of the data because they can review it at their convenience, as many times as they like while SunGard DX’s search and index features make it easy to quickly find the answers to their questions.