Abstract: A method and a system for identifying suitable participants for a proposed transaction is provided. The method includes receiving transaction-specific information that relates to a proposed transaction; determining a search term based on the transaction-specific information; retrieving, from a memory, participant-specific information that relates to at least one prospective participant with respect to the proposed transaction; applying, to the participant-specific information, a search algorithm that uses the determined search term; and using a result of the applying of the search algorithm to determine whether to offer an opportunity to participate in the proposed transaction to each of the at least one prospective participant. The search algorithm is initially applied to a first list of prospective participants, and when a number of prospective participants to which an opportunity is offered is less than a threshold number, then the search algorithm is applied to a broader list of prospective participants.

Abstract: A method and a system for providing source evidence in support of information to be used for conducting a transaction, such as a fairness opinion to be used for a mergers and acquisitions (M&A) transaction, is provided. The method includes displaying, on a screen, a plurality of fields that relate to the transaction; receiving first user inputs that correspond to some of the fields; prompting the user to provide source evidence that relates to the received first user inputs; receiving a second user input that activates a button for accessing a document library; displaying a list of documents included in the document library; receiving third user inputs that correspond to respective documents selected by the user; displaying a content of each selected document; receiving fourth user inputs that correspond to screenshots of respective portions of the displayed content; and automatically linking the screenshots to the corresponding fields.

Abstract: A method and a system for providing source evidence in support of information to be used for conducting a transaction, such as a fairness opinion to be used for a mergers and acquisitions (M&A) transaction, is provided. The method includes displaying, on a screen, a plurality of fields that relate to the transaction; receiving first user inputs that correspond to some of the fields; prompting the user to provide source evidence that relates to the received first user inputs; receiving a second user input that activates a button for accessing a document library; displaying a list of documents included in the document library; receiving third user inputs that correspond to respective documents selected by the user; displaying a content of each selected document; receiving fourth user inputs that correspond to screenshots of respective portions of the displayed content; and automatically linking the screenshots to the corresponding fields.