Deal intelligence for relationship-driven firms Close deals you never knew you could Cross-sell, originate, and source new business with relationships your…
Deal intelligence for relationship-driven firms Close deals you never knew you could Cross-sell, originate, and source new business with relationships your firm already has —... Cross-sell, originate, and source new business with relationships your firm already has — surfaced before your competitors get there. "The most frustrating version of a missed deal isn't when you have no path in. It's when you had one all along and didn't know it." An operations person in Hong Kong has an alumni relationship with the target company CFO. A cross-divisional pitch combining project finance and capital markets, submitted before any competitor has seen the signal. Your IR head met the deputy CIO twice in the past year. Your head of private credit has the product fit. Together they reach the layer above where competitors are pitching. The new CEO worked at your firm from 2015 to 2019 and three current partners were on her team. Because she left six years ago, nobody flagged the connection. Win the financing-side counsel mandate before the bookrunner is named. Cross-sell from DCM into the M&A workstream within the same firm. Louisa for CRM No desk can see what the other desks have logged. Most haven't logged anything at all.
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