WHY CLOSVA
Built around the way advisers work.
Bring preparation, collaboration and document control into one workspace, with your team making the decisions.
Connected preparation
Keep source files, figures and deal documents together. Review the evidence behind the work before sharing it.
Your brand and relationships
Prepare deliverables in your firm’s identity and keep your client relationships at the centre of the process.
Control at every stage
Manage access for each buyer team, review AI drafts and approve what leaves the workspace.