Datasheet: Equity Financing Deal Support

July 17, 2012

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
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