Deal origination investment banking is a crucial aspect of the work of professionals in the capital market, as they help their firms to acquire valuable clients and generate leads. They are also responsible for ensuring that their business knows about all the current deals and is able to take on a lucrative opportunity when it comes up.

This is a resource-intensive and time-consuming process, and firms are outsourcing certain of their deal-making efforts to experts or form a dedicated in-house team. Automated software such as SlyBroadcast is also a helpful tool in this scenario. They allow firms to follow up on their clients through sending non-intrusive automated voice messages (i.e. pre-recorded message) to their contacts, and letting them know about new opportunities that might be available.

The traditional method of deal sourcing relies on a firm’s existing client network and reputation in the investor community, outbound deal solicitation is a more modern method that involves making a list of potential leads and directly reaching out to them. This type of deal sourcing is typically executed by teams of specialists within an investment firm, and is more likely to produce quantifiable results.

Investment bankers can’t continue to depend on outdated technologies tools, processes and tools. Inability to adapt could lead to a loss of competitive advantage and the http://www.digitaldataroom.org risk of being outpaced by more agile competitors. Fortunately modern investment banks are making the most of private company intelligence platforms as well as other advanced technologies to improve data collection, expand workflows, turn data into advantages that are proprietary, and much more.