Law firms are buying AllRounds PCMS because they need an integrated system to help them:
- Retain clients by spending more time advising them on the implications of complicated terms and conditions, and less time reading documents and crunching spreadsheets.
- Gain clients by offering high value advisory services that few other firms can provide.
- Ensure accuracy of calculations that incorporate complex terms and conditions across up and down rounds.
- Automate and satisfy reporting and compliance requirements.
AllRounds Private Capital Management System (PCMS) helps you automate your internal - and external - private equity and debt workflows and data flows. This saves you time and money, reduces risk, and increases capabilities and opportunities.
You may subscribe to one or more of the following inter-networked, hosted, on-demand, pay-as-you-go AllRounds PCMS software applications:
- Capitalization Manager helps you and your clients:
- show market cap history chart(s) for company(s) based on valuations and transactions of common stock, preferred stock, convertible debt, debt, options, and warrants
- show price history charts for common stock, preferred stock, convertible debt, debt, options, and warrants
- create accurate pre-, in-progress, and post-financing cap tables, with detail for each class and each (anonymized, if you wish) investor
- compare the cost of capital for equity and debt financing alternatives, including common shares, preferred shares, options, warrants, convertible debt, and debt
- generate draft term sheets and purchase agreements
- analyze the impact of equity and debt financing alternatives on different stakeholders, including analyzing waterfalls and dilution
- analyze future equity and debt financing alternatives, including analyzing waterfalls and dilution
- analyze future liquidity alternatives, including mergers and sales and analyzing their waterfalls and dilution
- establish justifiable valuations, and share and option prices using multiple methods, including Probability Weighted Expected Return Method (PWERM), Option Pricing Method (OPM), financings, and secondary market transactions
- manage stock options, including vesting schedules, grants, and exercises
- establish justifiable stock option expensing
- set workflow and rules for, and monitor, your Private Capital Exchange for secondary trades and/or primary issuances, including rights of first refusal, co-sale rights, and bid/offer constraints for common stock, preferred stock, convertible debt, debt, options, and warrants
- comply with capital regulations, including FAS 123(R), FAS 157, IRC 409A, and SEC Regulation D
- For the AllRounds PCMS modules you've licensed, Syndication Manager enables you and your clients to selectively share - in real time - the information you choose with the clients and affiliates you choose, and receive - in real time - the information your clients and affiliates have shared with you.
- Company Portal enables you and your clients to interact with prospective and current private companies in any of the following ways. Companies with whom you're connected via the Syndication Manager need not use the Company Portal, as all these interactions will show up within their instance of AllRounds PCMS.
- accept applications for investment
- receive due diligence information for a proposed financing
- share or receive term sheets for a proposed financing
- submit, or share indications of interest for a proposed financing
- share or receive purchase agreements for a proposed financing
- receive information on cap tables, financials, business metrics, and news
- solicit, provide, or share feedback and input from companies