Episode 2 in the M&A Value Series
From Spreadsheets to Strategy: Unlock Speed, Visibility & Smarter Screening
Tired of chasing deals across email threads and spreadsheets?
Join Charles Cautley (Chief Product Officer) and Kendra Mills (Customer Success Manager) for a practical webinar on how modern deal teams are transforming deal origination and screening by moving to a centralized, digital pipeline.
In this 30-minute session, we’ll show you how to achieve:
- Better Deal Flow: Systematically capture and track opportunities to ensure your pipeline stays full
- Faster Screening: Use smart scoring to align deals with your investment thesis and prioritize the right targets
- Deeper Intelligence: Centralize notes, emails, and data to make sharper decisions faster
- Stronger Relationships: Manage touchpoints and engagement with targets more efficiently
- Smarter Network Leverage: Make your internal and external network a reliable source of quality opportunities
Learn how leading M&A and Corp Dev teams are sourcing and screening smarter.
Who Should Attend:
Corp Dev, M&A, Strategy, and Investment teams looking to modernize their pipeline and hit their deal goals faster and smarter.
Save Your Spot Now.
