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Our Private Equity Reporting Bundle allows for efficient collaboration with your Private Equity Owners. As you know, keeping the PE owners in the loop is critical to success. Our bundle quickly gives you a place where you can invite those external users, schedule meetings quickly, and work together.

Easily collaborate with board members and/or committee members before a meeting.

Through the Office 365 site, use SharePoint Online’s user-friendly interface and personalized dashboard to easily create a secure SharePoint site for the committee that enables them to:
  • Store and collaborate on board paper documents, committee notes, agendas, and other documents within each committee site, grouped by meeting date
  • Invite internal employees and users outside of your organization
  • Schedule meetings using SharePoint calendars
  • Receive pop-up reminders for RSVP/Surveys
  • Create surveys to propose meeting dates and times
  • Use OneNote notebook for each committee to share ideas and store notes
  • Track RSVPs, send reminder emails, and add meeting requests to your personal Outlook calendar

Free Training

This offering also includes free training on site template usage and maintenance assuming a working knowledge of SharePoint.
*Additional SharePoint training can be provided at a fixed cost.

SharePoint Training
Free SharePoint Training

Learn how we can help with your M&A integration.

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