The Relationship Intelligence Blog

Investment banking marketing is a unique challenge. Regardless of if you’re representing a startup in a private placement, or a corporate finance team looking for buyout targets, you have multiple audiences that you need to stay in front of and build relationships with. And these audiences aren’t just financial institutions and management teams but also those that might refer you to them.

These are unprecedented times for the investment banking industry. Profits and cash flows are historically high, interest rates are perennially low, and the industry is undergoing substantial transformation both across and within firms.

This post marks the beginning of a series of articles helping junior professionals learn how to build professional relationships. The material in these 10 articles is adapted from a course offered by 4Degrees teaching new entrants into the technology field how to build their professional connections and get ahead in their career.

We are excited to announce that 4Degrees now offers a native integration with PitchBook, the premier data provider for the private and public equity markets.

With competition getting tougher in the private markets, becoming more efficient and building a strong brand is crucial for any fi

Deal flow is the lifeblood of private investing and finance professionals. As an investment banker, you work day and night to create partnerships with clients and provide deal flow to investors.