Equity financing deals such as IPOs and stock reissues account for a sizeable portion of most investment banks’ business, but surprisingly often, the steps that surround winning and executing on the deal are inefficient and poorly coordinated. This creates a more labor-intensive and time-consuming process than needed and ultimately reduces a firm’s deal capacity.
Learn how Pivotal CRM for Capital Markets can add structure and consistency to your deal-making and execution processes, helping your team:
- Create a single central record for deal management and record-keeping
- Leverage relationships by performing “who knows whom” searches
- Institutionalize best practices, ensuring consistency and thoroughness
- Improve revenue forecasting by making it easy for management to monitor deal progress and details
- Enhance collaboration by keeping coverage group members informed and clearly assigning tasks at each stage
- Improve efficiencies by eliminating duplication of effort, information hunting, and wasted resources
- Identify best revenue sources by recording and analyzing deal information
- Manage risk and minimize conflicts by recording and storing all communications, documents, and activities
