Remove company legal security
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THE 10-K FILING: THE MOST IMPORTANT DOCUMENT THAT SAMS NEVER READ

Strategic Account Management Association

Unfortunately, due to its no-color, no-graphics (thereby implying “no fun”) standard format, a format mandated by the Securities and Exchange Commission, the 10-K is easily the most overlooked, undervalued and – shockingly – untouched research document. This includes knowing the customer’s customers as well as your own company.

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Unveiling virtual data rooms (VDRs) for due diligence processes

PandaDoc

Due diligence is an in-depth examination of a target company’s financial, legal, and operational aspects. To keep all your assets safe and sound during due diligence, you need a robust solution for secure document management. It allows secure and remote access to confidential documents, eliminating the need for a physical space.

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Nutshell Announces New Email Sync Controls

Nutshell

Some emails—like those from HR, your company’s legal team, or just sensitive conversations—aren’t meant to sync into your CRM. With these updates, your organization also has a company-wide blocklist that applies to your entire team. FAQs about email sync controls How do I find my email security settings?

CRM 71
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How to use a virtual data room for M&A 

PandaDoc

Mergers and acquisitions require buyers and sellers alike to enter in a vast amount of confidential company data. It provides a secure, online hub where relevant parties can conduct business virtually. See also Dropbox or a secure data room? A virtual data room (VDR) solves this problem.

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KPI Management: Intellectual Property (IP) Strategy KPIs

Flevy

As companies increasingly rely on their intellectual assets to gain competitive advantage, develop new products, and enter new markets, establishing a robust IP strategy becomes essential. Additionally, companies must contend with the risks of IP infringement, litigation, and the effective monetization of IP assets.

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Nutshell Announces New Email Sync Controls

Nutshell

Some emails—like those from HR, your company’s legal team, or just sensitive conversations—aren’t meant to sync into your CRM. With these updates, your organization also has a company-wide blocklist that applies to your entire team. FAQs about email sync controls How do I find my email security settings?

CRM 62
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How virtual data rooms benefit modern investment banking

PandaDoc

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. can be completed virtually via an online data repository.

Banking 52