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File sharing and collaboration
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

All Robert needs to collaborate efficiently with his partners and portfolio companies

Invite people to a secure workspace

Invite your counterparts and your team to a TakeTurns Collaboration. Securely share or request any file or document.

It's always free for your invitees.
Why TakeTurns is better than email?
✔ Control who has access
✔ Set roles
✔ Share any document or file
✔ Create formal file requests
✔ Invite ghosts (a better bcc:)

Collaborate turn-by-turn

Both parties take turns to review and edit content. Participants are notified when it's their turn.

You always know whose turn it is to work.
Why TakeTurns is better than email?
✔ Structure your collaborations
✔ See content & messages in one place
✔ Recall your turn (it actually works!)
✔ Set deadlines
✔ Chat with all participants

Track all file revisions

Participants upload file revisions to TakeTurns. All versions are automatically tracked.

You know who did what and when.
Why TakeTurns is better than email?
✔ See version history for every file
✔ Preview files before download
✔ Mark versions for review

Archive in one click

When you're done, wrap-up to archive your content for all participants
Why TakeTurns is better than email?
✔ Formal close of a collaboration
✔ Automated archive
✔ Comply with record retention rules
✔ Comply with privacy regulations

Learn why purchasing professionals are adopting TakeTurns
as their vendor-facing collaboration app

Things you can do with TakeTurns

Share, review & revise documents

  • Term sheet
  • Letter of intention
  • ESG compliance
  • KYC 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

Help Center
Learn how to use TakeTurns in our Help Center
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