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Welcome to MergerWare Help Docs

  • Featured

    MergerWare’s Core Functionalities

    July 23, 2019 by

    With MergerWare, you get to enjoy many functionalities all in one platform. You can learn more about each functionality by checking out the below links: ADMINISTRATION Onboarding Team Members Access Controls Data Backup PROJECT MANAGEMENT Deal Creation Using MergerWare M&A Template Assigning Responsibilities Risk and Issue Tracking Template Management Localization Working Group Management REPORTING Financial… Read more

  • Prospecting

    October 4, 2019 by

    You can get to Prospecting from: Main Menu>Prospecting How to use the Prospecting tool: Importing Prospects List Configure Attributes, Strategic and Financial Fit Calculations Prospecting Analysis Prospecting Graph Importing Prospects List Before you start using the prospecting tool, you need to import your prospect list into the tool You can do that by going to… Read more

  • User Management

    July 24, 2019 by

    You can use User Management to start inviting your team to the MergerWare platform. You can get to User Management from: Dashboard Main Menu>Configuration You can use User Management to: Add New Users Edit Existing Users Search for Users Add New Users Under ‘Configuration’, Go to ‘User Management’, the ‘Add New User’ form will appear… Read more

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