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How virtual data rooms benefit modern investment banking

PandaDoc

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. can be completed virtually via an online data repository.

Banking 52
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Book review: Influential Internal Communication by Jenni Field

Red Star Kim

There’s a model for an internal communications plan and strategy – aligned to business strategy and addressing all stakeholders: Insight. The diagnosis phase involves finding out why there is a problem, and more listening and facilitating is recommended. Business intelligence. Principles. Communication. Measurement.

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Industry Report: Discover the power of sales tech in private equity-backed firms

Arpedio

Technology-driven growth: Understand the essential role of sales tech in facilitating growth throughout the PE lifecycle. Our report highlights how technology is not just a tool but a transformative force, from laying a strong foundation in the acquisition phase to ensuring continued growth and adaptability in the exit phase.

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. RACE by Dave Chaffey) focus on customer acquisition (Reach, Act, Convert, Engage). Traditional marketing models (e.g.

Media 130
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Unveiling virtual data rooms (VDRs) for due diligence processes

PandaDoc

It provides decision-makers with empirical insights to navigate through mergers and acquisitions (M&As) and other business transactions. Let’s highlight how virtual data rooms can help you enhance the due diligence process by ensuring data security, streamlining workflows, and facilitating seamless collaboration.

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Account Mapping: Drive B2B Sales Effectively

Arpedio

By meticulously outlining key stakeholders and decision-makers within prospective client organizations, account mapping gifts sales teams with a blueprint for personalized engagement and efficient closing of deals. To illuminate the intricate network of organizational roles and influence, sales teams implement a variety of pragmatic measures.

B2B 52
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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

We spent some time on mission and value statements (looking at examples from other private client teams) – and how they are formed through analysis and discussion with stakeholders. One delegate’s firm had recently merged and integration was a priority. Two tools were provided to assist with this. The need to include purpose (i.e.