Investment

Investment Management Lifecycle

The Investment Management Lifecycle: From Intro to Exit

Understanding the investment management lifecycle is crucial for making informed decisions at every stage. This lifecycle- from initial introductions to exiting the investment- is vital, and knowing each step improves your strategy and outcomes. Here’s an overview of the investment management lifecycle and how DealSend supports each stage.   Stages of the Life Cycle   […]

Investment management

A Guide to Streamlining Your Investment Management Process

Investment management often feels like being caught in a whirlwind of data, tracking, and endless coordination. For investors, the complex landscape can quickly become overwhelming. You know the story- late nights sifting through reports, endless email threads, and the constant juggle of multiple spreadsheets. Wouldn’t it be great to have a platform that simplifies the […]