BMC One Strategy The whole transaction in one file

In your portal

• A secure room per transaction, bringing together the group company and its subsidiaries, with numbered folders that follow the requested documentation. Our team opens it; setting it up from the platform is in preparation.Partial
• The room overview: documents, volume, the week's uploads and folders covered against those requested.
• The full index: search, filter by status, sort and see who uploaded each document, when, in which folder and where it stands. In Spanish, English, French or German.
• The journey of each document: received, virus-scanned, indexed, every download and every tag change, with the data read from it and a proposed title.
• The room's activity in plain sentences, day by day, and a chained access log that nobody can alter.
• A security and custody panel that explains where your documents live and how they are protected.
• Nothing is deleted or altered once submitted, not even by our team: a document can only be moved to another folder or given a clear name, and the original name is kept.
• Each download, with a signed link that expires in about two minutes and is logged.

Who enters the room

• Invitations to the other party (seller, buyer, investors, advisers) with three roles: upload and view, view only, or manage. Our team sets them up.Partial
• Anyone who only takes part in one room enters a reduced portal: that room and their profile, nothing else.

Automatic

• An email summary, in your language, of what came in over the last 24 hours, by company and folder; if there were no uploads, we do not write to you. Its scheduled daily sending is being fine-tuned.Partial

Our team

• An alert to our team for every upload, with its recipients per room. Its scheduled sending is being fine-tuned.Partial
• The view of all rooms, with downloads and alert settings. It is reached from each upload alert; it is not yet in the team's menu.Partial

In your portal

• Uploading to the room up to 512 MB per file (PDF, image, Office, CSV or ZIP), choosing the company and folder or letting the platform classify it.
• The status of each upload as it happens (antivirus, reading, filing), which persists even if we update the platform.
• Adding and correcting tags and a note on each document, without touching the document. Tags added at upload are replaced when it is filed; tags edited afterwards stay.Being fine-tuned

Automatic

• Antivirus scan of every file before it is published: anything infected is held back and cannot be downloaded.
• ZIPs are unpacked, including ZIPs inside other ZIPs, without loading them entirely into memory; ZIP bombs are detected before anything is published and each document inside goes through the antivirus.
• Repeated documents within the same room are shown collapsed, as a duplicate of the first, and are not analysed again.
• Each document is read and classified (invoice, deed, accounts, contract…) with tags for type, language, financial year and NIF.
• Automatic filing: each document moves from the inbox to its folder by type, preferably its subsidiary's folder; anything that does not fit is filed by our team. Today it replaces the tags added at upload.Partial
• The reader opens almost any format in a historical archive: native or scanned PDF, Word, Excel, PowerPoint, emails, ZIP, tar, RAR, 7z and e-invoices; for ZIP and 7z it tries the usual passwords. An encrypted RAR cannot be opened.
• It extracts the data, with its confidence level, from invoices, payslips, delivery notes, contracts (parties, purpose, value, dates and renewal), bank statements and tax returns.
• Every half hour, a detector flags stuck ZIPs and documents with the reason and alerts our team once only.

Our team

• Uploads to the room what you send us by email, through the same airlock and in the name of whoever uploads it.
• Monitors the Google Drive folders where you leave documentation for us, with a summary for the team.
• BMC Docs: an index of your account's documents, from five sources, with their record, their trail and what they generated (journal entries, case files, corrections).
• Sending individual documents to the reader from the platform and seeing the work in progress and the reader's status.Being fine-tuned

Our team

• Tracks each acquisition, sale or capital-raising transaction by stage (search, confidentiality, due diligence, letter of intent, contract, closed or paused), with its target value and range. Like the rest of this area, it is partial for one reason only: a transaction cannot yet be created on the platform.Partial
• Moves the transaction between stages and adjusts its range, with the history of each change.Partial
• The transaction timeline: stage changes, opportunities with the same company and rooms opened.Partial
• Closing forecast: probability by stage, days in stage, estimated date, weighted expected value and worst, base and best scenarios.Partial
• The forecast, as a PDF with BMC branding.Partial
• Valuation by three methods (EBITDA multiple by sector, discounted cash flows and comparables), with a low, mid and high range and its net debt. The reference multiples are indicative.Partial
• The valuation report, as a PDF.Partial
• Due diligence with templates by type of company (standard, subscription technology, retail and e-commerce, industrial): 76 questions in 7 areas, from financial to ESG.Partial
• Working through the due diligence: answering each item, marking it resolved, flagged or not applicable, adding questions and linking the evidence.Partial
• The due diligence report, as a PDF.Partial
• From each engagement, direct access to its due diligence and its room.Partial
• The portfolio: active transactions, value in progress, weighted forecast and deals won this year, with filters by stage, side, sector and company.Partial
• The Strategy panel: active transactions, open due diligence items, rooms and the month's valuations.Partial

In your portal

• Your Home screen with the year's financial snapshot: provisional income, expenses and result, the VAT for the current quarter and your upcoming filings with their provisional amount; if you are self-employed, also your payment on account. With your accounting at BMC.Depending on your engagement
• Counters for case files, invoicing, enquiries and documents and, if you refer clients to us, your referred cases and your commissions.
• Your account activity: what BMC has done for you, in order.
• Your books distinguish whether your company belongs to a consolidation group.

By API and from your assistant

• A single API or MCP access for the whole group, including subsidiaries added later.
• The shareholdings table: what percentage each company or person holds in the others, with several shareholders per company. API only, no screen yet.Partial

Our team

• Your company's group view: its place in the holding structure, its subsidiaries with their figures, invoicing and outstanding amounts aggregated, and the identification of each company.
• A panel per profile with each client's urgent items, tasks, compliance and communications.

By API and from your assistant

• Your assistant works with your data at BMC with the access you choose: role, company and expiry.
• Concept and exact-word search in a single query, across the conversations with BMC you see in your portal and the public doctrine that applies to them (DGT and BOE), with the source cited. Your documents do not go into the search tool.

Automatic

• The search tool combines the exact word (a NIF, a case file number) and meaning, with permissions applied inside the query, before ranking: nobody sees another client's data. Every search is logged.
• An index of 15 sources updated every night; consolidated legislation, the TEAC and court judgments, for our team only.

On the BMC website

• Booking an appointment from the website: topic, duration and free slots in a calendar, without leaving the page.
• Booking a meeting with a specific member of our team from their profile on the website, in four languages.
• By phone, the voice receptionist books the appointment during the call and gives you the meeting link.

Our team

• The team's diary: creating, moving and cancelling appointments, with day, week and list views and their Google calendars.
• Cancelling or moving one of your bookings: the slot is freed and both parties are notified.
• Our own video meeting link, BMC Live, for each appointment.
• A person confirms or discards the links proposed by our own AI between each calendar appointment and its client.
• Appointments and availability by API for our systems: appointments, busy slots and appointment types.
• The meetings for each engagement in one tab, upcoming and past, with their video link.
• The video meeting with its transcript, its notes and its participants, inside the platform.
• Meeting transcripts, in our team's search tool.

Our team

• The grants catalogue (BDNS, Kit Digital, ICEX, REINDUS, Horizon Europe, CDTI, ENISA, regional and municipal), with amount, deadline and requirements. The BDNS call-for-applications tracker is in preparation; until then, the catalogue starts from a list of programmes maintained by our team.Partial
• Your company's fit with each grant, with its score and its reasons: size, region and sector.Partial
• Alerts for new grants for your company, daily or weekly, by email.Partial
• Tracking of each application: draft, submitted, granted, refused or withdrawn. Setting up applications is in preparation.Partial