One of the most widely used feature of DealCloud is the ability to easily track emails, calendar events, and file attachments from your inbox into the platform using our add-in for Microsoft Outlook.
Many firms are also leveraging DealCloud’s Outlook add-in to help manage their pipelines. In working with over 450 clients we’ve developed some best practices to help you manage your pipeline, while minimizing the amount of input needed.
Keeping an eye on the progress of each deal is a necessity in today’s complex investment landscape and is one of the best ways to avoid a deal falling apart unexpectedly. In this article, we examine ways every member of an investment banking team can leverage technology to increase visibility into any given deal cycle, and how to use that information to steer business development activities firm-wide.
DealCloud Founder and Chief Revenue Officer, Ben Harrison, discusses the differences between selling widgets and private capital markets deals.