Deal origination is the process of creating new opportunities for private equity (PE) companies, venture capital companies and other financial intermediaries. In many cases, these deals are the initial step in the process of constructing a full-fledged merger and acquisition deal.

At the lower end of the industry, a small-time broker could create a mailing list to send to the owners of companies in the hope that they will need intermediary services if they decide to sell their business. A big Wall Street http://www.digitaldataroom.org/what-is-operating-synergy firm may conduct regular meetings with clients to win their mandate for an investment bank transaction.

Both methods have been utilized for a long time. However, the advancement of technology has revolutionized the way things are done by streamlining processes and creating digital tools specifically designed to aid with deal sourcing in the investment banking industry. Utilizing private company intelligence platforms, specialized data analytics, and specifically designed digital solutions for investment banking to streamline the process of the process of identifying, analyzing and ranking potential buyers for deals.

These digital tools also enhance communication between team members and decrease the requirement for manual data entry. Investment banks are able to keep track of the rapidly changing deals even when team members are not physically present at their desks. These are just some of the reasons why modern investment banks are increasingly using technology to improve their primary business operations. For instance, see how DealCloud helped Balfour Pacific Capital enhance their processes and accelerate their growth with a fully-integrated platform of solutions.