While the days of smile-and-dial lead origination remain active, today’s marketing automation tools have changed the way we interface with the various stakeholders to large capital transactions. By automating both processes and outreach, individuals and teams are better able to maximize their efforts in sourcing, nurturing and closing some of the most interesting target prospects.
Automate email follow-ups for target entrepreneurs, investors and deal intermediaries. Track response rates, hits to the data room, and task completions to better gauge the activity and interest of various parties to a deal. Create specific automated actions based on triggering events such as downloads, views, clicks and calls. Our system allows dealmakers to get smarter with their data and more efficient with their deals.