We saw too many firms tracking their relationships and deal origination with spreadsheets, emails, or products too generic or complex for the precise needs that M&A professionals have around managing their contacts and deal flow. We come from private equity and we knew there was a better way. With reasonable start-up costs and no steep annual subscription minimums, Deal Midas is that way.
Deal Midas is the attractively priced, cloud-based Contact and Origination Management System for a variety of M&A needs. The platform is accessible through a web browser, the mobile app for iOS or Android, or Outlook for Windows. Your data within Deal Midas are secure and confidential, accessible only to you and others at your firm.
Track all relevant data about each opportunity your firm sees, from the early stages of the deal all the way to the point of pass or successful close.
Store contacts exclusively in Deal Midas or synchronize them with your firm's Microsoft Exchange server, Office 365 account, or Google account.
Securely store CIMs, models, NDAs, resumes, and other files related to your deals and contacts.
Deal Midas comes with many ready-to-go and easy-to-run reports, which can be downloaded to Excel or PDF.
Deal Midas partners with Constant Contact to provide tools for creating and monitoring intelligently targeted email newsletters, marketing campaigns, and announcements to your contacts.
Deal Midas integrates with your calendar through your firm's Microsoft Exchange server, Office 365 account, or Google account, and you can also schedule tasks and reminders for other persons at your firm.
Detailed charts give you visual representations of your relationships with investment banks and other deal sources.
Search and map contact addresses and analyze origination efforts by location.
Online content such as company websites and professional and personal profiles are automatically matched to your contact data in Deal Midas.
Unique to Deal Midas, Intellibrix is a data mining tool for building ad hoc reports and performing trend analysis in your pipeline.
Choose from a menu of powerful charts and other widgets that track KPIs (key performance indicators) for the origination efforts by you and your team.
Customize the look and feel of your Deal Midas with different style templates.
14143 Denver West Parkway, Suite 100
Golden, CO 80401
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