Fintech Platform — Introductory Video

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 for sourcing high quality transactions. Unfortunately, it does not lend itself to sustainability or scalability. There are only so many people with whom you can speak who are ready to transact and once the chief rainmaker walks away from the business, the lead funnel drys up.

Our focus at InvestmentBank.com was to first and foremost create an engine that would provide us with a high volume of new and interesting opportunities that would could either 1) service ourselves or 2) tap a network of highly-qualified dealmakers to assist in getting to a meaningful closed deal.


In tandem to scaling the digital dealflow using advanced content marketing was the ability to streamline deal distribution and marketing using highly-customized financial technology tools in a true only platform. Things like deal matching and syndication, CRM, marketing automation, project management, virtual data rooms and digital signatures are all critical to managing deal outcomes.


Making the platform multi-tenant allows multiple private instances of the system to be available to corporate, banking and investor users–allowing them to interact for deals in an individual and customized way. Providing these tools with API ties to bulk marketing email and CRM, creates a powerful ecosystem among dealmakers for collaboration and overall deal success. Not only do individual instance users have their own private installation of our custom-built tools, but the entire platform is built with an eye toward the DealMachine, which allows users to share and collaborate on various capital projects. It acts as the central hub, tying the various platform instances together for collaboration and even deal syndication.

By making the DealMachine multi-tenant we have created a ubiquitous product for private capital transactions. At some point in the business lifecycle, every company needs an investment banker–or the tools investment bankers use to get a deal done. As such, we are providing a customized suite of software tools for disintermediating capital transactions. For instance, our platform allows for self-directed capital raising for private companies and Buy-Side-as-a-Service (BSaaS) solutions for companies looking to grow inorganically through acquisition.

As you continue with our detailed video tutorials, feel free to reach out to us at any time as you learn and use the tools we have created.

Nate Nead on LinkedinNate Nead on Twitter
Nate Nead
Nate Nead is a licensed investment banker and Principal at Deal Capital Partners, LLC which includes InvestmentBank.com and Crowdfund.co. Nate works works with middle-market corporate clients looking to acquire, sell, divest or raise growth capital from qualified buyers and institutional investors. He is the chief evangelist of the company's growing digital investment banking platform. Reliance Worldwide Investments, LLC a member of FINRA and SIPC and registered with the SEC and MSRB. Nate resides in Seattle, Washington.
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