Investment Banking Blog

General Contacts Overview Weldcome, in this video tutorial we will be learning a little more about the functionality in the CRM, including the various modules […]

Digital Dealflow Traditional investment banking relies heavily on building relationships with other professionals who have access to company owners. This is certainly the best method […]

We’re big advocates of selling your business. It’s what we do. It’s what our clients pay us for. But we’re also deeply interested in the […]

If Elon Musk is correct, robots, artificial intelligence (AI) and automation will replace most jobs within our lifetime. The social and economic impact of this […]

No industry continues into infinity without major aberrations, especially those involved in technology or growth. When consolidation follows growth, enemies become friends and bitter rivals […]

In this video we will go over exactly what contacts are, how to create a contact within the investment banker CRM and how to mass […]

Hello and welcome to the InvestmentBank.com Investment Banking CRM (customer relationship manager) tutorial videos. In this video we will be learning about the dashboard as well […]

Getting the advice of an expert is always good form, especially if you’re about to chart into unfamiliar territory. If your business or asset sale […]

Merger is a common business exit strategy as well as a critical growth tool.  But what exactly do you envision when you hear the term […]

The common argument against paying for a virtual data room (VDR) is that Dropbox, Google Drive, Box.com or [fill in the blank] are all free. […]