PrefMark
Deal memos and diligence
Agents check where a deal stands, list open diligence questions, save call notes and draft memo edits for you to approve.
- Where does my latest deal stand, and what’s still open?
- What changed on my deals since I last looked?
- Save these call notes to the deal and update its diligence questions
How it works
Click Connect and log in on PrefMark’s own page. By default each person connects their own account, and an agent acts as whoever asked it.
- Developer
- PrefMark
- Category
- Finance
- How it connects
- Log in with PrefMark
- Agents can
- Read, and change what an admin allows
- Website
- prefmark.com
