Courses
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Using Target Builder to Create Counterparty/Buyers Lists
Learn how to use Target Builder to create a new counterparty/buyers list for an Engagement.
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Advanced Target Builder for Investment Banking Configuration Tips
Learn how to leverage the "List Builder" Custom Action setting in Data Grid widgets to configure Engagement Detail Pages that offer suggested counterparties, along with a simple way to add them as new counterparty records using List Builder.
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Using Target Builder to Create Fundraise Process Lists
This course reflects Target Builder 2.0 (in beta as of Summer 2021). Learn how to use Target Builder 2.0 to create a new fundraise process list for a Fund.
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Advanced Target Builder for Fundraising Configuration Tips
Learn how to leverage the "List Builder" Custom Action setting in Data Grid widgets to configure Fund Detail Pages that offer suggested investor companies, along with a simple way to add them as new fundraise process entries using List Builder.