Seamless Executive Engagement: Transforming Deal Management with Equilar and InvestorFlow

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Date: Tuesday, March 4, 2025
Time: 2:00 PM ET / 11:00 AM PT

Join Equilar and InvestorFlow for an exclusive webinar introducing our strategic partnership and unveiling the transformative benefits of integrating real-time executive intelligence with state-of-the-art deal management tools. This session will explore how our combined solution optimizes deal sourcing, enhances relationship mapping, and accelerates portfolio management processes to empower financial services firms and private equity teams.

1. Introduction to the Equilar InvestorFlow Partnership
- Overview of the partnership and its strategic significance
- How this collaboration addresses challenges in financial services and private equity dealmaking

2. Product Demo
- Demonstrating how real-time executive engagement is seamlessly integrated into InvestorFlow’s platform as part of its new Relationship Intelligence offering
- Real-world applications: Executive transitions, relationship mapping, and personalized outreach

3. Value for Dealmakers and Investors
- Accelerating deal flow with enhanced visibility into decision-maker networks
- Streamlining cross-functional collaboration and unifying views of critical relationships
- Staying competitive with the latest executive insights and deal management capabilities

4. Future of Financial Services and Deal Management
- Trends shaping financial services and private equity in 2025
- Leveraging data and intelligence for long-term value creation

Speakers:

Will Main
Vice President, Sales & Client Services
Equilar

Cole Steigerwald
Solutions Engineer
InvestorFlow