Investment Bankers Securing More Transactions With This Pipeline Management Tool

Apr 5, 2023

Instead of causally asking your private equity partners how their portfolios are doing so you can mine for more deals, contact OutFlow. They guarantee a specific number of qualified deal opportunities just for you, or their help is free.

Investment Bankers Securing More Transactions With This Pipeline Management Tool

When you're working with a comparatively low number of high-value clients, relationship-building is key. In investment banking, securing meetings with the right business leaders to pitch ideas and investigate opportunities can take a lot of legwork for only a few referrals.

Unless you have OutFlow on your side. Then you can sit back and let the opportunities come to you.

OutFlow optimizes your lead generation pipeline through prospecting services that blend machine learning with personalized account services. Whether you're a high-bracket bank or a smaller firm, OutFlow delivers exclusive, off-market opportunities.

Book a call with OutFlow now at https://outflow.agency

Deal origination in the investment banking sector has traditionally been purely relationship-based. OutFlow challenges inefficient and time-consuming sourcing methods by introducing a data-driven solution that brings predictable and scalable results. Their specialty is securing meetings and discussions with suitable targets on your behalf so you can follow up, and pursue opportunities.

“OutFlow is committed to excellence,” says Matt Currie, company CEO and co-founder. “We strive to be the best in the world at filling M&A professionals’ pipelines with qualified targets so they can close more deals.”

Trusted for years by M&A advisors, investment banks, brokers, and private equity professionals alike, OutFlow generates volumes of targets on a consistent basis to save you the time you'd normally devote to prospecting and researching. Their services mean you spend less time cold calling and more time following up on referrals.

The process begins with an exploratory meeting during which the OutFlow team identifies your key target client criteria. This can include sector, market, geographic region or company size. The team then builds a custom-tailored database of ideal prospects that includes verified, up-to-date contact information and data to facilitate professional engagement. The team then reaches out to target companies that fit your established criteria to secure meetings or conversations with company representatives and decision-makers.

In this way, OutFlow provides you with hands-off prospecting to facilitate hands-on networking. They develop a pipeline of opportunities that are predictable, scalable, and repeatable.

A recent client says, “We are a team of seasoned investment bankers that specialize in digital enterprise, e-commerce, and SaaS M&A transactions. When COVID hit, referrals dried up and events shut down. We decided to go with OutFlow’s deal origination system. Thanks to OutFlow, we closed off 2020 with a $40mm signed deal and are now putting 20-30 new appointments on the board every month. We’ve set new goals with OutFlow to secure even more strategic partnerships and continue to source new, sell-side opportunities.”

Are you ready for an influx of opportunities? Learn more at https://outflow.agency

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