Dealmakers must be able collect and manage information at the highest level. This includes assessing the potential risks to their portfolios, as well as live information on companies, investors, major players, and much more. GPs and LPs should look to go away from the traditional CRM platforms designed for sales teams that sell widgets or enhancing the sales pipeline and select an option that can provide relationship intelligence and support complex data-driven workflows.

A single integrated solution that encrypts, manages, and organizes data can eliminate duplication and help improve the efficiency of task management. Dealmakers can streamline workflows through automation of manual tasks. This reduces human error, and lets them devote more time to other aspects of.

Software for Deal Makers

Many vendors offer software to help with the M&A process. These include 4Degrees Midaxo and Smartsheet. DealRoom is specially designed to be used for M&A and provides document and project management all in one location with advanced, granular access permissions that is the most significant difference between these two solutions.

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

You deserve a tool that will grow with you, regardless of whether you’re a young investment banker or associate at one of the firms that specialize in private equity. It should also allow you to make deals that are as lucrative as is possible. Get a free demo of our platform to discover how we can help you improve your workflows, boost efficiency in operations, and improve relationship management through advanced relationship intelligence.

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