Deal origination investment banking is a key aspect of the work of capital market professionals in that they assist their businesses to find clients that are worth their time and generate leads. They’re also responsible for ensuring that their company is aware of all currently available deals and are able to make a bid if the opportunity arises.

It is a costly and time-consuming process, which is why many firms now outsource some of their deal-originating efforts to experts or set up a dedicated in-house team. Automated software solutions like SlyBroadcast could also be useful in this regard, since they allow companies to follow up with their clients via sending automated messages that are not intrusive (i.e. pre-recorded voice messages) to their contacts to let them be aware of new opportunities.

The traditional method of deal origination relies on a firm’s existing network of clients and its reputation within the investor community Outbound deal sourcers are a more modern method that involves preparing an inventory of leads and directly contacting them directly. This type of deal sourcing, usually carried out by specialized investment firms and is more likely to deliver tangible results.

Like we wouldn’t want to live without mobile apps for movie theaters which conveniently display the show times or cameras that require us to drop off film rolls to be developed, investment bankers can no longer afford to rely on outdated technology, tools and processes. Inability to adjust to new technologies and tools can lead to a loss in competitive edge, and web link https://digitaldataroom.org/how-do-board-portals-facilitate-collaboration-among-board-members-and-management/ also the possibility of being outclassed by more agile competitors. Fortunately modern investment banks are making the most of private intelligence platforms as well as other advanced technologies that can streamline data collection, scale workflows, convert data into unique advantages, and more.