Overview

DealCloud offers a Target Builder that allows for entries to be created dynamically for Lists that have the Create Entries Dynamically Setting configured under Tools > List Management. The primary use case for this feature will vary depending on whether or not you are an Investment Bank or a Fund Manager.

For Investment Banking clients, the main use case for target builder is to associate potential buyers dynamically to a project or engagement. For  Fund Managers or Buy-Side clients, the main use case for target builder is to build relationships dynamically between potential investors and a Fund they are raising money for.

The target builder helps streamline these processes and utilize the data your firm already has stored in DealCloud to narrow down a relevant list of new entries to create and to allow the selected entries to be dynamically created directly from the same window used to create the targeted list.