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Software For Deal Makers


Dealmakers need to be competent in acquiring and managing information at the highest level. This includes vetting potential customers who may pose risks to their portfolio companies as well as providing live information on companies investors, investors, and other major players. GPs and LPs should move beyond the traditional all-in-one CRM platforms specifically designed for sales teams to optimize sales pipelines or selling widgets. Instead, they need choose a system that can provide relationship intelligence, and support complex data-driven workflows.

A single, integrated solution that secures and manages data can help eliminate duplication of efforts and improve the management of tasks. Dealmakers can streamline workflows with the automation of manual tasks. This reduces the risk of human error, and allows them to dedicate more time to other aspects.

Software for Deal Makers

Many vendors offer software that can assist with the M&A process. These include 4Degrees Midaxo and Smartsheet. The major difference between these software solutions is that DealRoom is specifically designed for M&A as it provides project and document management under one roof with advanced, granular permissions.

DealRoom allows dealmakers to customize dashboards, reports, and integrations with their existing tools (such as Slack), for a seamless user experience. This allows team members to access the information they need without switching between applications to improve productivity and communication.

Whether you’re an associate at a private equity company or a senior investment banker, you should have a tool that will develop with your career and enable you to make the most lucrative deals possible. Request a demo to discover how our platform can aid you in improving your workflow improve efficiency in operations and enhance the management of relationships with advanced relationship intelligence.

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