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Deal making software is used by investment companies to help them manage the different stages of an investment deal. It helps with sourcing portfolio management as well as portfolio company assistance in fundraising, new fundraising, and due diligence. The most effective deal-management software is integrated with useful tools, and includes features such as virtual datarooms, M&A project and collaboration management communications, analytics, and more.

Teams in the capital markets have unique challenges to manage their deals. In contrast to traditional sales, the processes and workflows in these kinds of businesses require more team collaboration, and are often long and complex. These teams typically have a range of relationships they can make use of.

Unfortunately, many deal makers are still relying on spreadsheets and legacy transactional CRM systems developed for teams that sold a single item or service. This results in waste of time and energy on fixing data, entering the data, not meeting deadlines and the inability to communicate.

It is essential to invest in a system that assists teams to manage and track deals, and makes the most of their relationships networks. A solution that prioritizes opportunities according to key factors, automates the follow-up process and offers relationship intelligence will increase efficiency, productivity and ultimately increase revenue. It is important to invest in a system that assists teams improve their pricing strategies by delivering intelligent price optimization based on historical transactional data.