This solution automatically formats and distributes regular updates to your network of investment bankers and intermediaries, including details of any active mandates you are representing, criteria for deals you are seeking, and any relevant firm news, delivered on whatever cadence you choose. It keeps your intermediary network informed without requiring anyone to manually draft and send individual updates.
The problem is that staying consistently present with dozens of bankers requires a level of outreach discipline that most teams struggle to maintain, yet bankers send their best deals to the firms they hear from most. Systematic distribution keeps you top of mind across your entire intermediary network.
From trigger to result, here is the flow at a glance.
Mandates Updated
Your active mandates and criteria are gathered
AI Formats Update
It builds a clear update for your network
Updates Distributed
System sends to bankers on your chosen cadence
Top Of Mind
Bankers send their best deals your way
Want this built for your business?
Book a free 30-minute AI audit. We will scope exactly how to implement this in your workflow.