Deal Making Software for Capital Markets Firms


Get more value and make more deals with smart pricing optimization. Make sure your team is equipped with accurate pricing information and stock information so that they can make informed decisions to help you make the most profit from your deals.

Instantly capture and activate massive amounts of data and intelligence by using real-time data analytics and AI to speed up and streamline the sourcing and screening process. This allows firms to increase their research efforts without increasing staff or the workload for existing team members and giving them the edge they need to succeed in today’s highly competitive environment.

Capital market firms can make use of specific deal-making software to help establish relationships, and rely on complete, up-to date deal information which results in superior performance. Through providing a central repository for all relevant information including financial metrics, to relevant comparables, a suitable platform helps your teams quickly and confidently review, evaluate, and close deals.

The longer or more stop-and go an sales process is will result in fewer deals you are able to close. Deal making software provides the transparency and controls required to speed up the sales process by setting standardized parameters that set internal consistency and reduce the possibility of missed opportunities.

Specialized deal management tools are designed to address the specific needs of teams working in private equity, venture capitalism, investment banking, mergers and acquisitions, and mergers. These solutions, in contrast to general CRM tools, manage transactional pipelines and transfer leads through sales funnels that are linear. They combine features like deal gathering as well as project management data analysis, deal sourcing, and relationship tracking into a seamless interface.