Deal making software is employed by investment companies to help them manage the different stages of an investment deal. It helps with acquisition portfolio management as well as portfolio company assistance, new fundraising efforts, and due diligence. The best deal management software has the ability to integrate with tools that are useful and features like a virtual data room, M&A project management and collaboration communications, analytics, and more.

Many teams working in the capital market industry have unique issues when it comes to managing their deals. Contrary to traditional sales, processes and workflows of these kinds of industries require more collaboration, and are often long and complicated. In addition teams in these industries typically have a diverse set of relationships to leverage.

Many deal makers still rely on spreadsheets and transactional CRM systems that were designed for teams that sell products or services in a single transaction. This leads to the waste of time and effort fixing data and re-entering information, missing deadlines, miscommunication, and duplicate of efforts.

It is crucial to invest in a solution that makes it easier for teams to track and manage their deals and to make the most of their relationships. A solution that provides relationship intelligence, prioritizes opportunities based on crucial factors and automates follow up will maximize efficiency, productivity and ultimately, revenue. It is crucial to invest in a tool that helps teams improve their pricing strategy through intelligent price optimization based on historical transactional data.