Advisors >

Selling a business or raising capital? Streamline your process with these three features.

Arielle Shnaidman Axial | September 1, 2017

If you’re actively looking for buyers or capital on Axial, then you probably noticed a smarter recommendation engine and an overall better experience when it comes to evaluating who we recommend for you (and why) since our major platform overhaul in June.

That first release removed some basic features and we’ve been working diligently to add them back for you, piece by piece. On that note, here are three features worth highlighting:

1. Downloading recommended targets

 

Now you can export all of the companies in your recommendation list as an Excel file with the click of a button, so you can easily manage your targets in whatever way makes sense for you.

2. Archiving projects

 

No longer actively pursuing buyers or investors? No problem – now you can archive your project (deal) with one click and stay organized. If you archive it and decide you want to access it again later, we can help you do that.

3. Bulk actions

 

Be more time efficient when you’re trying to sell or raise capital with bulk actions on Axial. For example, when multiple recommended targets come in that fit your specific deal criteria, save yourself time by sending the ones you’d like to engage with your teaser – in one shot (rather than contacting each company individually). While this isn’t a new feature, some of you have expressed confusion around how to take action on multiple recommendations at the sane time (like sending a teaser to 5 investors in one step).

All you need to do is:

  1. Click the box in the header row
  2. Uncheck any you don’t want to contact
  3. Go to “Bulk Actions” in the dropdown
  4. Click “Privately Share Teaser”
  5. Sit back and wait for your privately and selectively chosen targets to get in touch

 

That’s all for now, but there’s (much) more to come!

Axial is the deal network for the middle market.

Request Information