Investor Relations

The StageXchange platform functions as a repository for all relevant information including financial statements, budgets, product road maps, and customer pipelines.   With the release of Stage 2.0, creating a “living” Board Package can easily be prepared in minutes. Immediately document the minutes from the Board meeting alongside key metrics and financial statements.  Stage allows for complete transparency between the entrepreneur and the investor.  Essentially, the platform allows investors to put their finger on the pulse of deal throughout the entire life of a deal.

Business Intelligence

Unlike conventional offerings, StageXchange’s platform is designed to be continuously updated. The platform has evolved from a due diligence platform to an information management platform. We began focused on giving investors what they want; a user friendly “institutional grade” deal management system that streamlines due diligence. Now we’ve finally solved the pain points experienced when assembling a deal. Nobody wants to spend hours downloading a bunch of pdfs or thumbing through hundreds of documents the haphazardly emailed over.

Now simple admin features make it possible for business users to control how they COLLECT, PRESENT and MANAGE all deal information without requiring ANY IT resources or interactions. In terms of complexity of the platform, if you can use Facebook you can use our admin features. StageXchange puts control back in the hands of business users. APIs with leading accounting firms and CRMs providing valuable business intelligence to all stakeholders. Customized dashboards make it easy to keep stakeholders focused on the most critical aspects of the deal. The platform can easily integrate with internal and external systems like MS Project, Timberline, Argus, Quickbooks to name a few.