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.

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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

See the big picture

At any time, anyone can see a complete timeline of the entire collaboration

Why TakeTurns is better than email?

✔ See everything that happened
✔ Bring anyone up to speed quickly
✔ Follow activity of team members

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

How a compliance officer uses TakeTurns for “Know Your Customer” (KYC)

Read how a compliance officer with a financial services organization uses TakeTurns to streamline the customer identification process portion of the KYC process.

What tools do you use for external collaboration?

While professionals are well equipped for internal collaboration, they still don’t have a great way to work with external parties. In this article, we review the options for working with external parties such as clients or partners.

eSignature is not enough: the rise of pre- and post-signature automation

Electronic signature, or eSignature, changed how we sign contracts but did not address the inefficiencies we experience pre-and-post signature in the contract negotiation and execution process.

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

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