Switchboard was founded by a group of colleagues in the investment community who saw a glaring, unaddressed problem shared by anyone who has ever gone through the process of managing a deal:
All deal management platforms are designed as an afterthought, and by people far removed from the day to day ins and out of deal management.
Existing platforms are slow, clunky and typically end up adding additional busy work to what is an already challenging process. We wanted a solution that was integrated in how we work, providing streamlined communication as well as document and activity management, all in one convenient portal.The majority of investments are done in conjunction with outside parties, each working in their own systems and with no common area for real collaboration. Isolation between teams lends itself to effort duplication, data segregation, disparate communications and an overall lack of critical real-time information and feedback. In short, a whole lot of avoidable headaches which have a very tangible impact on deal success metrics. We call this outmoded way of deal management, "managing by broken telephone..." and Switchboard is here to fix the network.
Switchboard solves the problem of siloed parties by creating a central nexus of collaboration, allowing everyone involved in the deal to work together easily and seamlessly. It's built for enterprise but remains accessible and user friendly to all investors, institutional and non-institutional alike. In fact, a core value of Switchboard is that powerful and complex business systems shouldn't be inherently difficult to use. Switchboard is powered by a modern, intuitive user interface which makes it a breeze to get started and familiar with. There's nothing to install, and access is completely free, so trying out Switchboard has zero risk.
Connect and collaborate on Switchboard now, and start making deal-making easy!
15 years experience in FinTech having worked for three of Canada's major financial institutions. Expert in business analysis, process optimization & CRM/ERP implementation.
Solution and software architect specialist with more than a decade of experience in designing and building web and mobile applications.
Trained as an Engineer from Polytechnique, Marie-Claude specializes in applying lean process and supply chain management to IT focused startups and enterprise.
20 Years of industry experience, formerly Managing Director at PSP Investments, a Canadian Pension Fund based in Montreal, Canada. Kris has a prominent career in helping to transform cities with dynamic development projects.
CFA charterholder with over 15 years experience in the investment industry. Expert in portfolio management and implementation of investment management solutions.