waytofly

Deal making software helps dealmakers in capital markets (investment banks, credit companies, private equity, venture capital, and real estate) accelerate long-term, complex deals. It automates, streamlines and makes it easier for finding and analyzing investment opportunities to increase profits, growth and sustainability.

Choosing the right tool for your team means searching for a platform that can be configured to allow workflows that conform to your own specific processes. You should also find an application that provides automated reports that make it easy to access sales trends and performance metrics. You also need a platform which supports cross-team collaboration in how to add value in m&a deals and win the competition a secure and easy to use virtual dataroom which is accessible from any place on any device.

A good deal sourcing tool should include efficient tools for managing pipelines to simplify the whole process from signal to closing. Ensure your team is always current on the status of every deal, able to view the progress of each deal and easily record and report on all interactions, without leaving the platform.

In addition to a visual sales pipeline, search for a solution that allows users to move deals across different stages, organize and sort deals in a manner that is beneficial to your business, and include tags to mark the primary features of each deal. You should also be in a position to create and send quotes to customers directly from within your deal management system. This enables you to quickly send out quotes through the platform, thereby saving your team time and making them to be more efficient.