Manage your M&A activities efficiently
Develop your ecosystem of companies and buyers, optimize your operations and save time to make good deals.
Your M&A process from start to finish
Building a robust buyer ecosystem is essential in M&A transactions. This is facilitated in DealFabric CRM by a number of features:
- Automated list creation using dynamic filters,
- Multiple selections,
- Reuse of old deal lists
With DealFabric CRM, the deal team can leverage all their knowledge, relationships and past experience to identify and engage potential buyers. DealFabric CRM’s connectors with tools such as S&P CapIQ, Pitchbook, Pappers, etc., to gather information on potential buyers, saves valuable research and data entry time.
Data analysis is then facilitated by tracking investment criteria, sector expertise, reputation or other criteria, and can be represented in graphical form for faster, easier reading.
The archiving of all documents in a structured tree structure of directories completes the set of other essential functions for making appointments, taking notes and, of course, managing relations with all the parties involved in M&A operations.
