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Meet Robert. Robert is an investment director at a venture capital firm. He manages an investment portfolio and collaborates with founders, boards, and LPs on deal term sheets, due diligence, and financial reviews. He and his team use all sorts of tools internally, including Excel, Teams, and Microsoft 365.
For his external collaborations, instead of email, Robert uses TakeTurns.
TakeTurns is a new way to share, request, review or revise documents and files with your external parties. It’s based on the simple idea of collaborating turn-by-turn.
Here’s why Robert likes TakeTurns.
Share and negotiate term sheets and investment docs in a structured way. The turn-by-turn approach makes it clear whose turn it is to work.
Use ephemeral storage for your collaboration and prevent the proliferation of sensitive deal files and documents in participant inboxes.
Access a comprehensive history of all the documents and files (and versions), messages, and chats exchanged during your deal.
Invite business stakeholders to lead, follow or contribute to the review process at any time. Access to full history ensures that every participant comes up to speed more quickly.
Share deadlines with your investment opportunities to keep your deal flow moving.
Create and share a package containing all approved and signature-ready versions of the documents.
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