Pipeline and deal management with relationship intelligence AffinityĪs an investment banking firm, your most important task will always be relationship building. Let’s dive into some of the available options for your investment banking firm. Other features are more established for an M&A deal for example, deals that require sharing highly sensitive and confidential information will need a secure and safe place to store this data, such as virtual data rooms and client relationship management systems with fine-tuned privacy controls. Some of the tools that can help accelerate your dealmaking include features-like pipeline management-that have been used in other financial and professional services industries, including private equity. The software platforms that your firm selects will have a direct impact on your business’ workflows. These platforms will typically have components necessary for each stage of the life cycle of a deal, from due diligence through to post-merger integration. M&A software includes all of the software platforms that investment bankers use in order to manage their workflows and M&A processes. Pipeline and deal management with relationship intelligence.We’ll discuss the following aspects of M&A software: By the end, you’ll have a better understanding of some of the most popular and best-in-class technology solutions for your M&A transactions and which pieces of technology are most vital for relationship-driven M&A firms. To help streamline your process, we’ve created this guide. Purpose-built, M&A CRM platforms can also support new introductions to new opportunities by providing relationship intelligence-insights into a team’s network and connections that help find, manage, and close more mandates-and create a foundational platform for every relationship at a firm. For many M&A teams, a CRM is a foundational piece of their tech stack as it not only serves as a source of truth for up-to-date tracking of deal pipelines, it also serves as a database for every contact in the team’s collective network. Some legacy tools, such as Intralinks, take a traditional approach and offer mostly virtual data rooms (VDR), M&A integration, and buy-side due diligence while other tools, such as DealRoom, offer integrated due diligence and pipeline management alongside traditional options. And so, when you begin to evaluate your M&A platform options, how can you decide which tools will best meet your team’s needs? Over the past decade, the types of available M&A software have exploded. The best software solutions enable teams to focus on what they are best at-building relationships-while managing the complex life cycles of relationship-driven deals. And to smoothly facilitate those deals, deal teams need M&A tools that offer a wide range of features. Every merger and acquisition (M&A) winds through a non-linear, complex deal process.
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