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Deal Sourcing for Financial Institutions

Financely
2 min readOct 25, 2023

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Photo by Raphael Koh on Unsplash

Deal sourcing is the process of identifying and evaluating potential investment opportunities.

It is a critical function for financial institutions of all sizes, as it allows them to maintain a steady pipeline of deals and generate attractive returns for their clients.

The deal origination process can be a time-consuming and challenging process, especially for financial institutions with limited resources. This is where Financely comes in.

Financely is a leading provider of deal sourcing solutions for financial institutions. We specialize in private credit, trade finance, project finance, M&A, and many more.

We use AI & machine learning to create custom funnels for our clients, both online and offline, so that they can receive deals according to their criteria.

Here are some of the ways that Financely can help you to increase your dealflow:

  • We have a vast network of relationships with potential deal targets, including borrowers, sponsors, and intermediaries.
  • We use AI & machine learning to identify new deal opportunities that meet your specific investment criteria.
  • We automate the deal sourcing process so that you can save time and resources.
  • We provide you with access to…

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Financely
Financely

Written by Financely

We're a corporate finance advisory firm that helps clients tap into global capital markets to raise funding. Visit financely-group.com.

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