By Brandon Mavleos – Sr. Director of Product Marketing
Your team is getting ready for a big sell-side bake-off tomorrow. It’s been a busy week, so the slides are still in flux. Part of the problem is that the analysts have been franticly searching around for details on relevant past transactions. The prospect has asked for nuanced elements of your M&A track record, such as historical bid activity from potential buyers. The data exists in prior spreadsheets but tracking it down is like finding a needle in a haystack. The clock is ticking, and there’s still plenty left to do…
Does this scenario sound familiar? In speaking with senior bankers, we know how frustrating it can be when you can’t find the critical data points to help you win a deal. Part of the issue is that this information gets captured in Excel trackers, which tends to go missing over time. In fact, during our survey of over 2,200 M&A practitioners, 50% of respondents said a lack of insights on buyer behavior across mandates was a critical challenge.
While you already have a great understanding of your buyers, wouldn’t it be even better to have this information for your next pitch? And then, after you successfully win the mandate, be able to leverage this data to build buyer lists and better target the universe? Well, we have a solution for you…
Datasite Outreach has recently launched ‘MD Analytics’ that aims to solve this infamous challenge for advisors. As your team leverages Datasite Outreach for deal marketing, counterparty details are collected, tracked, and automatically funneled into dashboards. Senior bankers are then able to view transaction details for all counterparties across every Datasite Outreach project in real-time. No more tracking down old spreadsheets or emails – it’s all right in front of you and easily accessible within Datasite.
How many deals have you shown financial sponsors? What industry trends do you see in the market? These are the types of questions Datasite gives you immediate visibility into. You can then leverage this information for a pitch, bring into a client conversation, or extract to identify potential buyers for a live deal. Coupled with other Datasite Outreach time-saving tools, you and your team are then able to move faster through the marketing phase of a deal with more efficiency than ever before. Plus, if you already have a CRM, Datasite can automatically integrate with it - maximizing your existing reporting process.
To learn how Datasite Outreach can help increase efficiencies and improve insights across the deal lifecycle, reach out today.