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Introduction
When raising capital or identifying buyers for your property, success depends on more than the breadth of your network. You must understand your network’s investment criteria and who the decision makers are at each Company. And you must keep this information up to date.
Too often, this information is trapped in silos, making it difficult to quickly identify the right audience for deal marketing efforts.
Origin’s new Counterparty Requirements feature allows you to record investment criteria for companies and contacts – and easily update this data to ensure it remains accurate. This allows your team to confidently identify the right counterparties and adapt to evolving priorities, driving more successful deal outcomes.
Challenges
Information Silos are Slowing You Down
When raising capital or marketing a property for sale, speed and precision are everything. But when investment criteria are scattered across emails and spreadsheets — or worse yet, not recorded anywhere — your team struggles to quickly locate the information it needs. And even when these details are accessible, the inability to systematically search and filter through investment criteria adds another layer of friction.
Whether you’re an investor raising capital or a broker building a targeted follow-up list, every moment spent sifting through fragmented or poorly searchable data slows your team down and puts opportunities at risk. Critical insights get buried, momentum stalls, and opportunities slip away, not because the right audience doesn’t exist, but because the information needed to prioritize the right parties isn’t readily available.
Opportunities Fall on the Wrong Ears
Even with organized and actionable investment criteria, the success of any deal hinges on engaging the right people at the right company. This is especially true when a company has multiple employees spearheading multiple investment strategies. A large investment firm might have one team focused on office assets, another on retail assets and yet another on residential assets. If you’re marketing a retail deal but reach out to the Director of Office Investments, your outreach is unlikely to be well-received.
When it’s unclear which contact owns a specific investment strategy, outreach can fall on deaf ears, causing momentum to stall and opportunities to fade before they ever have a chance to progress.
Outdated Investment Criteria Leads to Missed Opportunities
Investment criteria aren’t static; they evolve. But when these changes aren’t captured systematically, your team risks working with outdated criteria that no longer reflect reality. Feedback shared during a call or email, especially when someone passes on a deal, often goes unrecorded, leaving your team with stale information that leads to repeated misalignment and wasted effort. Without a reliable way to keep these criteria accurate and up-to-date, your outreach is less targeted and your chances of success diminish.
Solutions
Find the Right Buyers, Investors and Lenders with Powerful Search Capabilities
Origin allows you to record detailed investment requirements for every company (and the right contacts within those companies) in your Origin’s CRM, including key details like sector, market, deal size, and more. With these requirements defined, you can search your network with precision and surface the most relevant investors, lenders, or buyers for each deal. From there, you can quickly generate target lists that align with the opportunity at hand, ensuring every outreach is focused and effective.
Speak to Decision Makers with Contact-Level Requirement Tracking
When raising capital or marketing a property for sale to a company with multiple investment strategies, knowing exactly who to reach out to is critical. In Origin, you can associate contacts with specific investment requirements at each company, ensuring your outreach goes directly to the people responsible for that strategy. Whether you’re searching for buyers of Class-A Office Space or lenders that specialize in financing industrial properties, you’ll never waste time speaking to someone who isn’t positioned to move the conversation forward.
Keep Counterparty Requirements Accurate and Up-to-Date
Origin gives you the tools to update requirements based on feedback from investors, lenders, or buyers. Whether it’s preferences around sector, deal size, or location, adjustments can be made seamlessly to reflect the latest insights. This ensures your network remains accurate, relevant, and ready to support your next opportunity.
Conclusion
Whether you’re raising capital for your next investment or marketing a property for sale, Counterparty Requirements in Origin ensure you can confidently target the right investors, lenders, and buyers.
By allowing you to document detailed requirements, associate them with the right individuals, and keep them updated with ongoing feedback, Origin ensures your outreach is always targeted, your conversations are with the right people, and your strategies are informed by the most up-to-date insights. The result? Faster deal cycles, stronger engagement, and more successful outcomes—no matter your role in the deal-making process.
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