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Deal Management Software for Investment Banking

Relationship-driven dealmaking

Your relationships are your greatest asset. Choose a platform that helps support them. Close deals faster and more easily with Affinity with relationship intelligence.

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Frequently Asked Questions

What is investment banking deal management software?

Investment banking firms, like private equity firms and other capital market teams, manage large deals that are won or lost by the strength of their relationships—and deal management software offers a way for investment bankers to house and track everything associated with their deals and their relationships in a unified platform.

Usually, these platforms include features such as lead management, customer relationship management, and pipeline management. By storing everything in one single source, team members can easily access data and collaborate with each other.

Why is a deal management solution necessary for investment bankers?

As an investment banker, you and your team rely on your relationships in order to find and close mergers and acquisitions for sell-side, buy-side, or both. M&A deals have dozens of moving parts and involve significant time and data management. Deal management software can help facilitate the entire deal lifecycle, including due diligence, deal sourcing, and more. Easy access to documents and data, as well as streamlined workflows, can help keep a deal running smoothly and ensure that nothing falls through the cracks.

Both before a contract is signed and after a deal closes, however, your team relies on relationships, and the ideal deal management software solution will enhance your ability to nurture and strengthen those relationships. When a founder wants to find a buyer for their company, you need to be able to pinpoint the ideal match quickly. The right deal management software includes a client relationship management platform (CRM) that offers relationship building functionality that goes beyond a simple Microsoft Excel spreadsheet or entry-level database.

Investment bankers also need deal management software equipped with reporting and analytics dashboards. With these features built into the platform, teams can track real-time metrics and KPIs across their collective network and manage deals in a dashboard that is accessible by the full team. With this information on hand, teams can make more informed decisions about which opportunities to pursue or how to allocate team resources.

A new generation of CRM platforms supported by relationship intelligence—insights into a team’s collective network, business relationships, and customer interactions that help them find, manage, and close deals—are making it easier than ever before to surface new data beyond productivity or financial reporting. They’re opening the door to insights into the people in your network that can help move an opportunity forward.

The “intelligence” helps you decide which team members have the warmest connections to individuals and can mean the difference between a won or lost deal. When your team knows exactly which steps to take, they can act with confidence and trust that the right person is making the right move. These components enable your business development teams to find, manage, and close deals faster and with greater confidence.

accelerate business development and close more mandates faster with relationship intelligence

What questions should investment banking firms ask as they research deal management software?

The market is full of deal management software options, and it can be difficult to know where to start and which actually serve your team’s specific needs. For example, your firm may not need all of the bells and whistles of a solution as cumbersome as Salesforce. Or, your team might want to really prioritize automated data capture with a more purpose-built CRM platform so that team members can tend to people and relationships, not keying data in manually.

Here are some common features you might want to think about and questions you might ask:

  • Is the deal management software intuitive and user-friendly? If your entire team isn’t able to get on board with using the software, key information and documents are liable to slip through the cracks.

  • How quickly can the new software be up and running? Will your team be able to use it right away or will it take half a year to custom-configure the solution with the help of a developer?
  • When you want to easily identify roadblocks for deals, can you easily find them using customizable reports and dashboards? Can you identify potential roadblocks—and avoid them—before they occur?
  • Do you want your team to use their time manually updating client profiles and contact information for the people in their network? Automation can save your team hundreds of hours per person per year, and help ensure no contact details or activities get lost in the daily shuffle.
  • Does the deal management software analyze and process available data so that it can identify deep insights into relationships and opportunities? Actionable insights empower your team to build better relationships and leverage the warmest introductions.

turning your CRM data into relationship intelligence - download our guide

How does relationship intelligence streamline the dealmaking process?

At the core of every won deal is a relationship—possibly a relationship that began many years beforehand. But what if the person who was the source of the original connetion was no longer at the firm? Relationship intelligence ensures that all of your team’s connections are available for your firm to use, regardless of whether or not the team member is still with your company. Relationship intelligence can provide investment bankers with the tools they need to source deal sooner by drawing on AI-driven insights derived from the entire deal team's collective network. These insights go beyond a mere identification of who knows who—instead, they reveal the depth and quality of those relationships. When your team is ready to act, they can leverage the insights by choosing the person with the warmest connection to make initial contact, or to follow up on an opportunity.

This is why relationship intelligence is the defining trait of a platform for dealmakers. Information that, for many teams, is currently spread across multiple browser tabs, multiple platforms, and cells in multiple spreadsheets is automatically captured, processed, enriched, and turned into insights that inform successful business decisions. Your team’s knowledge is curated and enriched before it’s presented, surfacing information on how well your teammates know their contacts and what kind of deals your team should be pursuing.

With this information at your fingertips, your team can take action confidently, knowing that you’re speaking to the right decision-maker at a potential client or buyer organization, or that a new opportunity is similar in its anatomy to previously successful deals. And you can draw on detailed communication records and activity timelines that depict the entire history of your team’s relationship to each contact in your network in easy-to-read visualizations.

turning your CRM data into relationship intelligence - download our guide

Why are investment banking firms choosing Affinity for their dealmaking technology?

Relationships are the most valuable piece of the dealmaking economy, but legacy systems don’t effectively turn those relationships into a currency that is usable for your team. An intelligent deal sourcing platform that relies on relationship intelligence offers a competitive edge in today’s fast-paced market. 

With this information at your fingertips, your team can take action confidently, knowing that you’re speaking to the right decision-maker at a potential client or buyer organization at the right time, or that a new opportunity is similar in makeup to previously successful deals. And you can draw on detailed communication records and activity timelines that depict the entire history of your team’s relationship to each contact in your network.

Affinity is a best-in-class deal management platform, purpose-built for capital markets, whether financial services like investment banks or other relationship-driven industries, like commercial real estate. Its data enrichment, relationship intelligence, and automation make it a powerful tool for investment bankers who want to stand out in today’s competitive market. Talk to our team today to find out how Affinity can improve your relationship and deal management processes to help you find, manage, and close more deals.

turning your CRM data into relationship intelligence - download our guide

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Why our customers love Affinity

“Affinity helps us close deals faster, work more efficiently, and manage the idea inroad to potential clients as well as investors.”

Mirko Heide
Managing Director, IEG - Investment Banking Group

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