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Effective Deal Prep Management

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Page 1: Effective Deal Prep Management

solutions intralinks for Deal PreParation

1 866 INTRALINKS

New York + 1 212 342 7684

London + 44 (0) 20 7060 0660

Hong Kong + 852 3101 7022

www.intralinks.com

Stay Organized

IntraLinks provides a secure location of record for all of the documents pertaining to your deal, including project timelines, working group lists, project status reports, due diligence picklists and more. Your deal team exchange gives you a unified and structured way to share information, instead of the usual inefficient emails, CDs and overnight mail.

Speed Up the Process

Quickly and easily upload documents to your deal team exchange using the desktop client tools, IntraLinks Designer or File Uploader within the platform. Accelerate all aspects of deal prepara-tion by ensuring that all communications are quickly and efficiently distributed to the appropri-ate parties. Post time-sensitive information for deal team members to review from wherever they might be — the office, home or on the road.

Control Access

With IntraLinks, you determine who has access to what documents. Your deal team exchange enables you to share certain information with a smaller group within the deal team — for instance, you can share preliminary models and other sensitive information with just the banking team. And because IntraLinks is a fully hosted solution, non-essential personnel need not be alerted to the upcoming transaction.

Eliminate Firewall Constraints

Email bouncebacks due to large file sizes or other firewall issues can introduce unex-pected delays. IntraLinks eliminates these hassles and ensures that you can get the right information to the right people — right when they need it.

Monitor Activity

Preparing to launch a deal is an intense and time-sensitive task. IntraLinks’ reporting tools enable you to track team access and review activities to ensure the project stays on schedule.

Effectively Manage Your Deal Preparation At the start of your process, you and the entire deal team need to be

organized and focused. Unstructured information in the form of emails,

overnight CDs, and worse yet, undeliverable or lost communications, will

not facilitate preparing for the deal. Keeping a good folder system on your

network drive or in your mail system is a step in the right direction, but

doesn’t allow you to share critical information with members of your cross-

organizational deal team. It’s a competitive environment for deals and you

need to be organized and structured early on in your deal process to gain

a strategic edge. Deal team exchanges help you get the team up to speed

quickly and keep them focused as well as keep the process on track.

You’re accustomed to using IntraLinks® during the due diligence phase. Now it’s time to conduct your deal preparation with the same level of security, control and efficiency. Gather initial data, col-laborate on information memorandums and management presentations, and assemble and assess key company and industry information in one, central, organized location. And, only IntraLinks can assist the entire deal team — from corporate executives, finance and legal professionals, and lines of business management to investment bankers, financial and legal advisors, and consultants.

IntraLinks enables you to conduct your deal preparation with the same level of control, security and effectiveness you have become accustomed to during the due diligence phase.

add files and folders in Bulk

Make information quickly available. Access files on your local and network drives or internal document management system as well as manage files on your IntraLinks exchange. Create new folders and documents with a single click. Select multiple files, or even entire folder structures, and drag and drop them into IntraLinks — right from your desktop. There are no limits on the amount and size of the data you upload.

Dynamically index information

Make information organized and easy to find. Easily rearrange folder structures and files rather than deleting them and uploading new files. And, the index numbering automatically updates accordingly.

access Control, advanced search and filter and Mobile access

Make sure the right people have access. Rigorous ID and password-protection protocols keep you in control of who has access, with permissioning down to the document level. Within or across projects — search, filter and identify your contacts and content, including them in your projects. Access and manage users and documents via your Blackberry, maximizing productivity.

Custom fields and tags

Make information contextual and meaningful. With effective data organization, the team can find and sort the information it needs to position the deal effectively. Custom fields and tags help you identify and organize information quickly and easily as your project grows for increased efficiency for all parties.

Customer support

Have access to round-the-clock service and support. IntraLinks’ multi-lingual customer service organization provides training and ongoing service 24x7x365.

Page 2: Effective Deal Prep Management

the intralinks advantage

IntraLinks® provides

enterprise-class solutions,

which facilitate the secure,

compliant and auditable

exchange of critical

information, collaboration

and workflow management

inside and outside the

enterprise. Our on-demand

solutions help you organize,

manage, share and track

information, enabling you to

accelerate your workflow,

optimize your business

processes and realize new

profit potential.

1 866 INTRALINKS

New York + 1 212 342 7684

London + 44 (0) 20 7060 0660

Hong Kong + 852 3101 7022

www.intralinks.com

SecurityOur top priority is to provide you with the

highest level of security, compliance and

auditability for the exchange of your informa-

tion, avoiding possible risks and exposure

to your business. Our solutions adhere to

industry-mandated regulatory requirements,

including SAS-70 Level II and ISO 9000

certifications. IntraLinks’ comprehensive

approach toward security extends across

our entire solution, including the application,

infrastructure and process.

AffordabilityOffering a true turnkey solution, we require no

additional hardware or software, no expensive

training programs and no new demands on

your IT resources. With no upfront capital

costs, our Software as a Service (SaaS)

business model provides a budget-friendly,

scalable cost structure that yields returns

almost immediately and continues through

the long term.

Easy ImplementationWith tens of thousands of implementations

worldwide, we can get you up and running in

minutes. Easy integration with your current

software and internal systems ensures a

seamless workflow. And as your business

evolves, our solution enables you to easily

add users, expand your uses and increase

your volume of information to adapt to your

ever-changing business needs.

Cross-OrganizationalTransforming the way organizations do

business, we’ve created a way for you to

collaborate on your mission-critical business

projects with experts and colleagues regard-

less of their location, inside and outside the

company firewall. Enabling you not only to do

business more quickly, safely and efficiently

but more profitably as well.

ServiceDelivering a technology solution to extremely

demanding clients, such as those in financial,

pharmaceutical, biotech and legal industries,

requires a tremendous level of dedication and

unwavering commitment to our customers’

success. Offering a full-service approach, we’ll

set up and manage your solution so that your

team can hit the ground running. And we

provide global 24/7/365 live support in more

than 140 different languages.

Expertise For more than a decade, we’ve been helping

companies around the world exchange their

critical information. With 750,000+ users

across 90,000 organizations around the

world, we offer solutions based on innovative

best-of-breed technologies along with direct

domain knowledge and best practices by

industry to ensure you get the most value

from your IntraLinks solution.

GlobalAt your desk or on your Blackberry, our solution

is available in multiple languages. And with

thousands of customers worldwide using

IntraLinks, you can be assured that we will

manage your business globally. With personnel

and offices in 16 countries on four continents

and a growing list of leading enterprises around

the world, IntraLinks offers international reach

with customized support.

© 2009 IntraLinks, Inc. All rights reserved. IntraLinks and the IntraLinks logo are registered trademarks of IntraLinks, Inc. in the United States and/or other countries. IL-Industry-DEAL PREP-100305