Enabling Deal Marketing in a Remote-working World

By Brandon Mavleos, Product Marketing

Given the ‘new normal’, most of the world has already adjusted the way they work and harnessed technology to facilitate it. For dealmakers specifically, whether it be collaborating with colleagues over video calls, enhancing their network via virtual conferences, or even facilitating site visits with drones, they have found ways to adapt in this challenging environment.

The fact is, deals are not dead. Whether it be opportunistic investments, a continuation of Pre-COVID-2019 transactions, debt refinancing or restructuring, there is still market activity that requires the right tools to get deals done.

Improving Efficiency by 75%

Since launching Datasite Outreach in late 2019, we have seen a remarkable interest from advisors who seek to modernize the way they do deal marketing.

The tool itself is proven to save dealmakers up to 75% of the time in reaching out to prospective buyers, investors, or lenders. Our clients including TTB Partners and Capstone Headwaters have attested to these efficiencies.

Most recently, restructuring has been one use case our clients have been talking the most about. With many companies needing to renegotiate debt or find access to new liquidity, they need a vehicle to expedite engagement, especially if there are court-mandated deadlines involved.

Innovation in partnership with clients

On the innovation front, our team has been lock-in step with clients to ideate ways to improve the platform. 

One new feature allows clients to save dynamic email templates for future use, enabling more consistency, fewer errors, and faster engagement. Upon seeing the new screens, one client immediately popped us a note exclaiming, “By the way, I am now generating my first large batch of emails – it’s a beautiful feature!” (Associate at a Boutique Investment Bank).

There are other new capabilities from Datasite Outreach, such as integration with commercial CRMs. Additionally, you now receive an integrated staging room with every project and exciting new analytics tools that enable senior advisors to understand buyer/creditor habits across projects, therefore providing them more visibility into essential business metrics.

Improving every aspect of deal marketing

Whether you are compiling buyer lists, executing a sell-side deal, or managing a high speed restructuring project, our deal marketing platform provides the information you need at your fingertips. Want to know how many teasers you’ve sent? How many NDAs are still in negotiation? Or how many CIMs have been sent and declined? It’s all right there in Datasite Outreach.