Insights
May 19, 2023 | Blog
Pipeline management – identifying, building, and managing potential targets and opportunities – is key to success for M&A buy-side dealmakers. However, the process can be extremely inefficient.
Dealmakers often rely on Excel and offline spreadsheets that are not purpose-built for tracking M&A opportunities, lack sophisticated automation to optimize workflows, and don’t link with other M&A technologies being used.
Frustrating? Of course. Dealmakers should be focused on value-added activities, not wasting time on (re)learning complex and costly technology, that often lacks support.
But the challenges don’t end there. Imagine managing hundreds of acquisition opportunities every year and trying to prioritize best-fit targets when documents are stored offline and manually managed. And keeping track of deals over the years is not only time-consuming but also a potential black hole due to turnover.
Moreover, teams often report pipeline progress in disparate formats and places, collaboration across the team is tricky, and extra work is needed to keep stakeholders informed.
Datasite Pipeline helps buy-side dealmakers track opportunities for growth or partnership. It centralizes all activities, contacts, documents, and data associated with a dealmaker's pipeline.
This single source of truth helps dealmakers prioritize opportunities, remain competitive, and drive more deals. And with a Datasite Cloud subscription, users can also launch Acquire or Diligence projects directly from Pipeline – even on a mobile device.
In Datasite Pipeline, dealmakers can:
Contact us to speak to your client representative and find out more. You can request a personalized demo to learn more about how you can use this and other productivity tools in your next deal or process.
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