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TakeTurns for Investment Professionals

From term sheet to closing, TakeTurns is your deal-making app

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.

Robert, Investment Director

A better way to work with external parties

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.

Collaborate at arm’s length

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.

Collaborate at arm's lenght

Keep terms confidential

Use ephemeral storage for your collaboration and prevent the proliferation of sensitive deal files and documents in participant inboxes.

Keep terms confidential

Obtain a full audit trail for each deal

Access a comprehensive history of all the documents and files (and versions), messages, and chats exchanged during your deal.

Obtain a full audit trail for each deal

Control who participates

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.

Control who participates

Set deadlines

Share deadlines with your investment opportunities to keep your deal flow moving.

Set deadlines

Closing binders

Create and share a package containing all approved and signature-ready versions of the documents.

Closing binders

Things you can do with TakeTurns

Share, review & revise documents

  • Term sheet
  • Letter of intention
  • ESG compliance
  • Board meetings

Request deal-related documents

  • Financial statements
  • Incorporation documents
  • Certificates
  • Monthly report
  • Lega due diligence
  • Tax certificate
  • Cap table
  • Pitch deck
  • Business plan

Get started today

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