Investment Banking & Private Equity
Native automation for Microsoft Outlook. Securely manage teasers, NDAs, and investor reporting without your data ever leaving your machine.
The
Value Engine
Discover why industry leaders are moving away from generic cloud relays to local-first automation.
The Challenge
Standard email tools weren't built for the complexities of Investment Banking & Private Equity.
Manual distribution of unique teasers is slow and error-prone.
Cloud-based relays fail strict data sovereignty requirements.
Relationship-based outreach requires nuanced personalization.
The Advantage
Native automation built for security and scale.
Data Sovereignty
Your deal flow and recipient lists remain 100% local.
Dynamic Attachments
Map unique NDAs or Project Teasers to specific recipients.
Smart Greetings
Automatically switch from "Hi John" to "Hi Team" based on firm density.
How You Can
Leverage FlowDrafts
Transform your deal flow with these mission-critical workflows.
Project Teasers
Distribute Project Teasers to wide buyer lists with one click.
NDA Management
Send personalized NDAs for digital signature directly from Outlook.
Investor Reporting
Automate quarterly investor reporting with unique PDF statements.
Capital Calls
Manage high-volume capital call notices with 100% accuracy.
Related
Guides & Insights
Deep dives into how Investment Banking & Private Equity teams optimize their Outlook workflows.
Investment Banking: Deal Sourcing
Secure deal sourcing for Investment Banking teams.
Read Full GuideInvestor Relations: Deal Sourcing
Secure deal sourcing for Investor Relations teams.
Read Full GuideInvestment Banking: NDA Management
Secure nda management for Investment Banking teams.
Read Full GuideReady to modernize your deal flow?
Join the leading banking firms who trust FlowDrafts for professional outreach.