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  • Home
  • About
  • Capabilities
    • Deal Operations
    • Research & Intelligence
    • Business Operations Support
  • Resources
    • Insights
      • All Articles
    • Definitions
      • What Is Deal Operations in Financial Services?
      • What Is CRM Hygiene for Deal Teams?
      • What Is Pipeline Maintenance?
      • What Is Operational Drag?
      • What Does Embedded Deal Operations Mean?
      • What Is Research & Intelligence?
      • What Is Business Operations Support?
    • Playbooks
      • CRM Hygiene Checklist for Deal Teams
      • Weekly Pipeline Review Template for Deal Teams
      • 30 / 60 / 90 Day Deal Operations Stabilisation Plan
      • How to Improve Forecast Accuracy Without Hiring
      • How to Stop Senior Dealmakers Doing Admin
      • Company Profile Template for Deal Calls
      • Internal Research Workflow Template
      • Onboarding Workflow Checklist for Financial Services Firms
    • Comparisons
      • Embedded Deal Operations vs Hiring Internally
      • Deal Operations vs RevOps
      • Deal Operations vs Virtual Assistant / BPO
      • Outsourcing Admin vs Building Internal Capability
    • Systems
      • Salesforce CRM Hygiene for Deal Teams
      • Intapp Deal Pipeline Management
      • PitchBook Research Workflows for Deal Teams
      • Grata & SourceScrub Deal Sourcing Workflows
      • Contact Enrichment Tools for Deal Teams
      • Operating Inside Client Proprietary Systems
    • Faq
  • Contact
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Articles

Nobody is accountable. That’s the problem.

The deal is live. The IC date is set. And somewhere in the team, three people think someone else is handling the data room.

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You walked into that meeting cold.

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You walked into that meeting cold.

The sector view you wrote six months ago is already wrong.

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The sector view you wrote six months ago is already wrong.

The research was wrong. So was the brief.

Dan Vanrenen

May 5, 2026

The research was wrong. So was the brief.

You don’t lose deals on price. You lose them on tempo.

Dan Vanrenen

April 28, 2026

You don’t lose deals on price. You lose them on tempo.

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Build leverage. Reduce operational drag. Embedded capabilities for financial services teams.

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