www.digitaldataroom.org/free-virtual-data-rooms-3-possible-solutions/
Deal origination and investment banking is the process through which private equity and venture capital companies identify opportunities for investment. The purpose of this procedure is to ensure that a large number of deals are made in a specific time period to sustain a sustainable business. To achieve this, a firm must have an extensive network of contacts as well as a good reputation among investors. This can be achieved by bidding on deals, competing against other companies or by creating their own deal through their connections to the parties involved.
In the past, most deals were inbound. They were brought in by an acquaintance or a colleague who had referred the firm to a potential deal. Many firms are using methods of outbound sourcing to generate more predictable, quantifiable flow of deals in the field of investment banking. Outbound sourcing is about searching for investment opportunities which match the team’s investment philosophy knowledge, domain expertise, and objectives. If done correctly this strategy can provide an efficient source of high-quality investment opportunities at only a fraction of the cost and time involved in outsourcing.
It’s a continuously evolving sector, with the advent of new technologies that allow teams to accomplish more in the same. Think about the times we had to call the theater to check the showtimes or drop a roll film off for development at the photo shop. The way in which investment banks are finding and analyzing deals has evolved due to the advancement of technology. Here are some of the top dos and best practices that modern investment banks adhere to for better efficiency and outbound solicitation efforts.
