ZONE-1
Company record
Identity, sector, geography, operating summary, transaction objective, parties, and ownership notes.
Transaction workspace
The command center for live deal execution.
Bring company profile, mandate objective, evidence, tasks, comments, assessment, generated outputs, and export status into one operational record.
Workspace: Project Falcon
Company record, assessment, evidence, exports
OwnerIB teamAssigned
Evidence42 filesOpen gaps
AssessmentRisk reviewPending
OutputsMemo + deckDraft
1
transaction record for all deal material
8
workspace zones from profile to exports
Live
status visibility across owners and reviewers
Role-aware
context for bankers, companies, investors, and operators
Workspace zones
Each area has a job to do
The workspace is designed like an operating console: dense, practical, and organized around repeated deal-team actions.
ZONE-2
Evidence library
Documents, extracted tables, uploaded files, user notes, assumptions, and source-linked review material.
ZONE-3
Output tracker
Company profiles, memos, presentations, reports, appendices, drafts, approvals, and export readiness.
Operating flow
A deal record that keeps moving
01
Create record
Add company details, deal objective, output scope, owners, reviewers, and required material.
02
Collect material
Attach documents, notes, files, financial information, and diligence references.
03
Run assessment
Organize company signals, gaps, risks, readiness state, and suggested output structure.
04
Control outputs
Track drafts, comments, approvals, exports, and circulation limitations.
Workspace intelligence
Signals that keep execution moving
Missing evidence
Open document gaps and unsupported claims are visible before outputs are prepared.
Reviewer bottlenecks
Drafts, comments, and approvals stay tied to named owners and workflow state.
Export blockers
The workspace shows what still needs context before reports, decks, or appendices are released.
Important professional review notice
IBankCentral is a workflow, evidence organization, document generation, and analysis-support platform. Qualified professionals remain responsible for reviewing outputs before circulation or transaction reliance. IBankCentral does not provide legal, tax, audit, valuation, credit, regulatory, underwriting, or investment advice.