To sustain a competitive advantage, you must prioritize tasks and operations while maintaining visibility over confidential information and ensuring data integrity. To accelerate the process, we deliver a set of capabilities that transform the operational dynamics in workflows, giving you and your firm more time to analyze and focus on more critical activities, leading to better investment decisions.
Web forms allow you to gather vital non-public data while reducing the data burden and eliminating the need of jumping back and forth between various sources to share and obtain complex information. It offers a competitive basis to manage valuable non-public data while allowing you to efficiently and effortlessly take hold of new investment opportunities into your database. You can easily retrieve information on company details, specific asset types, proposed deals, and other opportunities seamlessly from one source.
This is possible by creating a customizable form and embedding it into your website, email signature, or sharing it with your stakeholders. By doing so, you allocate less time on data entry and delegate the task to your target companies or their advisors. This process empowers you with hard-to-find data; it supports your institutional knowledge when making crucial decisions and offers a highly valued service that meets your professional network needs and interests.