Corporate Advisory

A total deal solution, for all of your transactions


Take control of all of your deals from day one with thedocyard – a virtual data room with project management and collaboration tools in a single platform


Let our solution empower you throughout the deal, leaving you to focus on working closely with your clients and closing the next deal

Oversight, transparency, accountability

thedocyard offers corporate advisory teams a total deal solution, from managing internal document sharing and work streams to running external processes and collaborating with both buy and sell side parties


With simple to use deal dashboards, strict permission controls and rigorous security parameters, you can achieve total transparency across the whole transaction at any point in time from mandate through to market strategy and execution


When multiple deals are running side by side, use our technology to create efficiencies, drive deal progress and ensure everyone is accountable for their responsibilities

Structure and assess your deals quickly

When you’re offering a range of services for many clients across various deals, you need systems and processes that help you quickly structure and assess the opportunity


A deal space that allows you to share documents with your clients rather than using multiple platforms and manual processes, will speed up progress in these early stages of a deal and reduce the competing demands on your time


Organise the deal from the very beginning in a single platform enabling a zero effort digital handover for any new parties being introduced to the deal once you know it’s going ahead

Flexible subscription model and scalability

From helping corporate advisors keep on top of large deals, to driving much needed productivity on small transactions, thedocyard allows corporate advisory teams to manage their deal portfolios with a flexible subscription model that means you only pay for what you need


The structure of a fixed monthly cost for a capped number of live deals means that you have complete visibility over the platform costs associated with any given deal; increasing your capacity at any time

Set your deal space up in just a few minutes and then allow the platform to scale to your ongoing requirements – flexing to accommodate the volume of documents and deals you have at any point in time

Security and confidentiality

With deals often running 24/7, you need the reassurance of system reliability and up-time. thedocyard’s enterprise-grade, secure, cloud technology allows you to focus on one thing: the deal. thedocyard uses the most technically advanced and secure enterprise application architecture available to give you complete peace of mind.

High Availability

24x7x365 service availability means you can access our system from anywhere at any time, even if a disaster affected one of the data centres

Data Sovereignty

Your data never leaves the designated region which you select. Replication of data occurs within the same region so that your data remains in the same legal jurisdiction at all times

Privacy and Security Compliance

thedocyard’s cloud-based platform complies with all the latest privacy and security policies including ISO/IEC 27001 & 27018, CSA STAR, CJIS Security Policy, HIPPA BAA and IRS 1075

Speak to one of our Business Solution Team today about thedocyard


A platform which empowers you with the in-house capabilities to allow you to focus on driving the deal forwards, evolving your client relationships and stay competitive