Investment Banking Solutions

Increase deals & close more transactions

Supercharge your industry teams and financial sponsor coverage groups with the power of Salesforce!

Our solutions are designed to maximize your insight into the end-to-end deal lifecycle and help you close more transactions through robust automation tools. Service your prospects and clients better than ever before. Manage every touchpoint in your client and private equity relationships to deliver personalized services across existing and new channels.

Streamline Business Processes

Track and view critical, complex relationships in one central location.

Enhance Deal Sourcing

Leverage past firm intel, third party data sources, campaign and marketing efforts to uncover new pitch opportunities.

Make Data Actionable

Leverage group Reports and Dashboards to easily understand which Investors are shown the most deals and their success rates.

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