Course Description

Target Builder is the location where you can quickly mix together a list of potential counterparties, using information that is already housed in DealCloud, along with information that you may have gathered from an external third-party data provider.

Learn about how you can use Target Builder to efficiently build your counterparty lists in DealCloud in this course. 

Note: This course reflects Target Builder 2.0. If your Target Builder version does not match what you see in this course, please reach out to support@dealcloud.com to request Target Builder 2.0 be enabled in your firm's site.

Course Curriculum