Deal origination and investment banking is a crucial part of the job of capital market professionals in that they assist their businesses to acquire valuable clients and generate leads. They are also responsible for making sure that their company is aware of all the current transactions and is ready to offer a competitive opportunity when it arises.
This process is often a time-consuming and resource-intensive activity as a result, and many companies are either outsourcing a portion of their deal creation tasks to contracted specialists or creating a full-time in-house teams that are dedicated to this endeavor. Automated software applications such as SlyBroadcast can be a helpful tool in this regard, since they enable firms to follow-up with their clients by sending automated messages that are not intrusive (i.e. pre-recorded voicemails) to their contacts, letting them inform them of new opportunities.
While the traditional approach to deal origination is based on a firm’s existing client network and reputation within the investor community outbound deal sourcers are a more modern strategy that involves creating an inventory of leads and then directly contacting them. This kind of deal sourcing is typically carried out by specialized teams within an investment firm and is more likely to produce tangible results.
Just as we wouldn’t want to live in a world without mobile movie theater apps that easily list show times and cameras that require us to drop off rolls of film to be developed investment bankers cannot more afford to continue relying on outdated technology, tools and processes. Inability to adapt could lead to a loss of competitive advantage and the chance of being beaten by more agile competitors. Fortunately, modern investment banks are making the http://www.digitaldataroom.org/what-is-deal-origination most of private company intelligence platforms and other advanced technologies that can streamline data collection, improve workflows, transform data into proprietary advantages, and much more.