Streamlined Deal Nurturing
Whether your run deals on the buy or sell-side, keeping in regular contact with prospects, intermediaries and LPs can prove time-consuming. Use our platform to create personal, but automated outbound email sequences, allowing you to maintain a closer distance between you and your most important deal stakeholders. After initial contact has been made to targets and industry M&A professionals move your leads through your funnel using targeted, personal drip campaigns. Maintain your practice as top-of-mind with your most important contacts.
Eliminate the complexity of target outreach and follow-ups. For both investors and intermediaries some of the most time-consuming tasks include sourcing deals from investment bankers and successful entrepreneurs. By collecting your contact information directly into the deal CRM and creating fully integrated communications and tracking, you avoid the potentiality of losing access to the most promising prospects.
Outbound & Inbound Analytics
Make informed decisions based on what you know, not your best guess. Stop guessing whether your outbound emails and inbound hits to the platform are successful. Our powerful analytics tools allow users to make time-sensitive decisions based on actionable data. Use our platform to track all the requisite metrics so your deal teams can fully understand what works and what doesn’t. Our analytics tracking provides information on which leads, industries, campaigns and rainmakers are best performing, allowing users to better benchmark performance and project future revenues.
Actionable Due Diligence
By synching marketing automation with our custom CRM and virtual data room, deal teams are better equipped to understand the nuances of individual investors visiting the data room and the outbound campaigns that brought them there. By understanding who is visiting the data room, what they are viewing (and for how long) and what actions they take, your deal team will be better prepared to spend valuable time on the people and processes that matter most.
Today’s dealmaker is rarely tied to a desktop. With our mobile application investors, entrepreneurs and intermediaries can conduct their most important deals on-the-go, reaching and communicating on the most important deals, regardless of location. Use our mobile app to access your InvestmentBank.com portal account wherever you go.
Maximizing seller value in mergers & acquisitions
Tell us about your M&A needs
Our M&A Process
Mergers & Acquisitions Advisory
for the middle market.
Assess Financial Readiness
Align M&A Criteria
Research Target Industry
Target List Building
Letter of Intent (LOI)