PandaDoc

APRIL 29, 2024

Virtual data rooms (VDRs) have become pivotal in meeting the demands of executing modern, complex business deals. A key component of successfully closing these deals is having all the online documents and folders easily located — and that’s where a data room index comes in.

Organization 52

Organization Investors e-Learning Shareholders 52

Account Manager Tips

JUNE 29, 2021

Close any gaps in your solution, meet all commitments and ensure your client is satisfied. Don't assume because you have the business, you'll keep it. Demonstrate that you value your client's business. From there, you'll create a capture plan to map out the specific steps you'll take to win that renewal. Planned re-bid.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

OnStrategyHQ

DECEMBER 20, 2023

The planning process should take no longer than 90 days. To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) Questions to Ask: Who is on your Planning Team?

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

Hubspot Sales

JUNE 26, 2018

Wondering if your company meets the criteria to raise one of these rounds? How much is your business worth, pre-money (before the infusion of capital)? You can negotiate this point, but some firms are definitely valuation sensitive and searching for a good deal. Bridge rounds are often led by existing investors. The Term Sheet.

Finance 82

Finance Investors Shareholders Acquisition 82