1. TRANSFORMING BUSINESS THROUGH INNOVATION www.microstrat.com Deal Management Solution Overview Adam J. Storch Vice President Business Solutions

2. Critical Functionality 1)Feeding and Populating the Repository 2)Standardize How Documents are Managed 3)Automatically Assign Document Properties 4)Quickly See Available Documents Maintain ConsistenceLittle EffortMost Critical, Drives User AdoptionSeamless

3. Feeding and Populating the Repository E-mail Deal ABC Models Credit Comm. Minutes Pitch Books Auto Setup Auto Notify Auto Notify E-mail-in Documents Deal Team Subject = Address = NewDeals@Microstrat.com Validate Deal in Trading System Trading System

4. Feeding and Populating the Repository Working Inside Microsoft ® Office Deal ABC Models Credit Comm. Minutes Pitch Books Save files directly to the folder Deal Name Doc Type Author Created Date Automatically Assign Properties

5. Feeding and Populating the Repository Drag and Drop Multiple Documents Drag & Drop Deal Name Doc. Type Author Created Date Automatically Assign Properties Users can use Filezilla (simple FTP client) to move over entire folder structures!!

6. Quickly See Available Documents User’s Dashboard Deal Name See All Available Docs Workflow Items New Deal

7. Other Demo Videos Available 1)Micro Strategies’ Office® Integration 1)Microsoft ® Word w/Advanced Comparison 2)Microsoft ® PowerPoint w/Advanced Comparison (All About Ease of Use) 2)E-Mail-in Deal Creation (All About Ease of Use) 3)Automatic Document Property Inheritance (Great Time Saver) 4)Micro Strategies’ Advanced Search (Big for Reporting) 5)User’s Search Dashlet – See what’s available (Easy Document Access) Looking for a Live Demonstration – Give us a call!!

8. THANK YOU TRANSFORMING BUSINESS THROUGH INNOVATION 888-467-6588 www.microstrat.com info@microstrat.com Adam J. Storch Vice President Business Solutions