Deal Maker

Speed up Financial Deals Handling Process thanks to Coda AI and Coda Features which provide competitive advantage and save hundreds of hours for handling deals that can be worth billions of dollars

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Inspiration

Introducing Deal Maker, a tool that ensures the deal process to comply with law and guides dealers as well as financial companies to follow government rules. Deal maker template provides control, speed, and accuracy to assist financial dealers/brokers in the deal creation and closing process.

What it does

  • First is the introduction page that introduces the Deal Maker template and the key values.
  • The second Page is the Deal Stage page where there are multiple deal steps.
  • The first stage is Deal and Deal Members where users can add new deals and new members. The second stage is Deal General Info where there is info about the overall deals. Then we have KYC, Sanction, ML, and Corruption, Anti-Competition, Legal and Compliance, Environment and Social Impact, Financial Impact and finally Deal Close steps.
  • In the Deal and Deal Members stage, there are four smaller pages such as interest clearing status page, Assigned Work page, My Queue page, and Meeting Summary page.
  • In the Meeting summary page, users can use Coda AI Assistant to shorten notes, use Coda Ai Summary to summarize meeting notes, and then post the summary to Slack.
  • Further, in Deal General Info page, users can use Coda AI Assistant to write research document for any required tasks about the client. User can also put in information about the project as well as the merge between companies and ask Coda AI column to generate meaningful presentation text.

How we built it

We built Deal Makers using Coda AI Assistant, Coda AI Block, Coda AI Column, Coda features, Slack etc.

Challenges we ran into

We had challenges to develop and built everything together and put all stages of the deal in Coda.

Accomplishments that we're proud of

We were able to to build the template

What we learned

We learnt how to use Coda to build the whole business process

What's next for Deal Maker

We would like to integrate more compliance and legal features for the deal process

Built With

  • coda-ai-assistant
  • coda-ai-block
  • coda-ai-column
  • coda-features
  • slack
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