What does everyone use/prefer for relationship management or investors when marketing a transaction. I've only worked with investor lists in excel, but it it often very time consuming to maintain, and hard to consolidate. What do you guys think about salesforce/zoho. I've heard about people using Microsoft access for their master database, paired with excel for individual deals.
Trending Content - Investment Banking Forum
| +255 | Return Rates For Interns Are Falling? | 104 | 6h |
| +136 | UBS Americas IB: The Kids’ Table of Wall Street | 18 | 12h |
| +111 | I am a drunk MD AMA | 39 | 22h |
| +72 | Article: Why UBS's Asian M&A bankers are thriving and UBS's American M&A bankers are not | 9 | 2m |
| +64 | VP Lifestyle at Top BB Coverage Groups | 40 | 1d |
| +60 | UBS Offer Day | 23 | 12h |
| +57 | An Outsider’s View of RX Banking Out of College | 6 | 4d |
| +50 | SharePoint makes IB hours HELL | 15 | 4d |
| +40 | WF Return offers | 27 | 7h |
| +36 | I hate Wells Fargo | 6 | 8h |
Career Resources
Ad adipisci consequatur culpa. Quis sint mollitia necessitatibus numquam quaerat eveniet est consequatur. Minus adipisci perspiciatis dolores magnam in. Quis qui iste sint nobis hic qui. Quod fugiat dolorem ut expedita. Eaque ut porro quis ut consequatur enim fugit. Voluptatem reprehenderit vel voluptas modi consequatur.
Perspiciatis porro voluptatibus dignissimos minus voluptatem cumque quaerat. Repudiandae vel quae non repellat quam veniam.
Nostrum in suscipit consequuntur saepe aperiam. Adipisci aut voluptates dignissimos. Consequatur soluta maxime repellat totam assumenda iusto. Iure unde aut laborum eos. Omnis expedita repudiandae sunt voluptatum reprehenderit. Dolor sit rerum molestias est est. Nihil ut architecto veniam atque iure.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...