ℹ️These features are only accessible to Admins. Viewers can see them but can't change them.
There are a myriad of different transactions that are run through Ansarada. To help customise the terminology to suit your deal, there is transaction type based labelling.
How to change the transaction type for the room
Step 1: Log in to the Ansarada Data Room
Log in at os.ansarada.com.
Step 2: Locate the Data Room
Click the Data Room for which you're looking to customise the transaction type.
Step 3: Change the transaction type
Click Settings under Manage.
Scroll down to Project and select your Transaction Type and Industry Group.
Scroll to the bottom of the page and click Save.
The below table reflects what will be updated.
Transaction Outcome | Admin Side | Non-Admin side |
Bankruptcy/Insolvency | Sell Side | Buy Side |
Financing/Refinancing | Issuer | Investor |
Document Repository | Internal | External |
Joint Venture | Client | External |
Merger/Acquisition/Divestment | Sell Side | Buy Side |
Other | Client | External |
Capital Raise/Private Placements | Issuer | Investor |
Public Offering/lPO | Client | External |
Raising a Fund | Client | Financiers |
Tender | Client | Bidders |
Target Acquisition (Buy Side Deal) | Internal Team | Target Team |
FAQ
Why is choosing the correct transaction type important?
Why is choosing the correct transaction type important?
Selecting the right transaction type and industry group also contributes to a more accurate Bidder Engagement Score. Find out more here.
Why can I not change the Outcome?
Why can I not change the Outcome?
If you have chosen Target Acquisition (Buy Side Deal), then you will not be able to change this from within the room. You will need to reach out to [email protected] and ask the support team to change this for you.