Investment Banking Software for Deal Marketing Excellence

Transform raw deal data into compelling investment theses with DealCore's purpose-built platform. Enhance valuation support while reducing deal preparation time by 40%.

Deal Preparation Challenges in Investment Banking

Investment bankers face increasing pressure to deliver accurate, comprehensive analyses under tight deadlines

Data Integrity Concerns

Multiple data sources and inconsistent reporting formats create significant verification challenges.

Financial Story Development

Identifying and supporting key value drivers with robust financial evidence requires extensive analysis.

Valuation Support

Building credible financial arguments that justify optimal valuation requires granular metrics.

Efficient Diligence Management

Managing extensive buyer information requests consumes substantial time and resources.

Compressed Deal Timelines

Today's accelerated M&A environment demands faster turnaround without sacrificing thoroughness.

Revenue and Profitability Analysis

Presenting compelling evidence of sustainable growth trends and profit improvement opportunities.

How DealCore Enhances Your Deal Marketing Process

Our platform provides investment bankers with the financial foundation to build compelling pitchbooks and CIMs

Source-of-Truth Financial Validation

Programmatic analysis of transaction-level financial data creates verified, defendable baselines.

Value Driver Identification

Multi-dimensional analytics highlight differentiating metrics and performance trends that support premium valuations.

Comprehensive Revenue Analysis

Detailed revenue segmentation analytics, customer cohort studies, and product mix evaluations reveal stability and growth drivers.

Defensible Growth Story

Detailed historical metrics substantiate projected performance with credible trend data.

Data Room Acceleration

Structured financial packages prepared in advance streamline buyer due diligence.

Visualization-Ready Analytics

Export-ready charts and visualizations that illustrate key performance indicators for pitchbooks.

Measurable Investment Banking Benefits

DealCore delivers quantifiable advantages throughout the deal marketing and execution process

Enhanced Buyer Engagement

Comprehensive financial presentation enables higher-quality buyer discussions during management presentations.

Accelerated Deal Timeline

Pre-structured financial analyses reduce back-and-forth during buyer diligence by up to 40%.

Superior Pitchbook Development

Data-driven value propositions supported by granular financial metrics.

Streamlined Buyer Diligence

Pre-verified financial analyses reduce buyer skepticism and accelerate confirmatory due diligence.

Transparent Financial Foundation

Comprehensive analyses establish a reliable baseline that builds trust with buyers and their advisors during confirmatory due diligence.

Efficient Buy-Side Response

Quick answers to buyer financial queries with ready-to-go supporting analyses.

Why Investment Banks Choose DealCore

Purpose-built solutions for the unique challenges of investment banking professionals

Deal Marketing Focus

Purpose-built visualizations that effectively communicate business value drivers in pitchbooks and CIMs.

Defendable Valuation Support

Granular analyses that substantiate valuation discussions with objective metrics.

Efficient Buyer Management

Structured financial packages that reduce friction during buyer confirmatory due diligence.

Middle-Market Transaction Expertise

Optimized for businesses where comprehensive financial presentation directly impacts valuation.

Banker-Client Collaboration

Shared financial insights create alignment with clients and strengthen advisory relationships.

Ready to transform your deal marketing process? Schedule a personalized demo today.