Deal flow software for Quality Assurance

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in this pitchbook platform walkthrough you will learn how to increase steel flow by finding the most active business intermediaries and investment banks in your market let's get started from the main dashboard hover over the advisors Advanced Search tab the first thing to do is to define your search criteria the pitchbook platform has a preset template for an investment banks and advisory firms search clicking it will automatically fill in financing advisories business intermediaries and investment banks as the advisors we are interested in next let's match an industry in geographic region to our area of focus let's look for companies located in the Bay Area and specializing in the business products and services space you can get much more granular using keywords and sub industries if you wish but for this example we will stick with the overall b2b space now we are ready to run our search as quickly as that pitchbook brings back business intermediaries financing advisories and investment banks that have advised companies on deals in the Bay Area in the business products and services industry on this page we can see the full list of service providers ranked by deal activity we can see their name primary service provider type deals companies investors and contact information you can hover over any of their names to provide a brief snapshot of the company or you can click through on any of these potential targets to see in-depth profile information let's look at JP Morgan this will take us to a more detailed page showing all deal information from here you can see important metrics such as deal size valuation revenue and primary industry code looking back on our initial results page you will find that every list in pitchbook is customizable you can add columns to show more information drag and drop to reorder the columns and sort your list click download to easily export any list into Excel and here's your formatted target list