Deal origination and investment banking is an essential element of the job of professionals in the capital market, since they aid their firms to find clients that are worth their time and generate leads. They are also accountable for ensuring that their business is aware of all current deals and is able to offer a competitive opportunity when it comes up.
This process is often a time-consuming and resource-intensive activity, and many firms are either outsourcing a portion of their deal sourcing efforts to contracted specialists, or setting up an entire internal teams dedicated to this task. Automated software like SlyBroadcast is also a useful tool in this scenario. They let companies follow up on their clients by sending out non-intrusive automated voice messages (i.e. pre-recorded message) to their contacts, informing them about new opportunities that might be available.
While the traditional method of deal origination is based on a firm’s existing network of clients and its reputation within the investor community outbound deal sourcing is a more contemporary method that involves preparing an inventory of leads and directly reaching out to them. This type of deal sourcing, which is typically executed by specialist investment firms and is more likely to provide quantifiable results.
Just as we wouldn’t want to live without mobile movie theater apps that easily list show times and cameras that require us to drop off film rolls to be developed investment bankers can no be able to afford to rely on outdated tools, technologies, and processes. Inability to evolve can cause a loss of competitive advantage and the risk of being outpaced by more agile competitors. Modern investment banks can benefit from advanced technology and private intelligence platforms for companies to simplify data collection and increase the efficiency of workflows. They can also convert data into a benefit for the company.