How Creating a Single Source of Truth Enhances Firm-Wide Efficiency

Blog

Technology and the development of vertical-specific CRMs has made it easier for firms to keep all their contacts, activities, and other critical information in one place. With these advances, dealmakers are better able to manage relationships and develop coverage models.   A purpose-built platform, such as a CRM, allows your firm to have a single … Continued

4 Actionable Ways to Use Marketing Technology to Your Competitive Advantage Today

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During these uncertain times, many dealmakers are operating from their home offices, but their roles remain the same. Nurturing existing client relationships and creating new business development opportunities are as important as ever and dealmakers have had to be agile when adapting to today’s environment. When in-person meetings have been put on hold and clients … Continued

FactSet Data Now Available in the DealCloud Platform Through DataCortex

Press & News

The integration of FactSet’s financial data into DealCloud’s DataCortex product will allow capital markets clients to make more confident, data-driven investing decisions.   Jersey City, NJ | March 30, 2020: DealCloud, the premier provider of deal, relationship, and firm management technology solutions, today announced that it has integrated leading financial market data from FactSet into … Continued

DealCloud Featured in Mergermarket

Press & News

DealCloud was recently featured in a Mergermarket article written by Nelson Rodrigues titled “M&ATech: DealCloud to release new features as demand spikes on back of COVID-19 crisis.” In the article, DealCloud’s Chief Revenue Officer, Ben Harrison, discusses the reliance on cloud-based platforms that has grown globally in light of the COVID-19 virus and related market … Continued

How to Combat Your Competition with the Power of Proprietary Data

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Over the last few months, countless articles and reports published by Boston Consulting Group, The Economist, The WSJ and Forbes  all sounded the alarms about a particular narrative: changing macro conditions are forcing a new reality on the private capital markets and the professionals that work in the industry. Now, placed not-so-delicately on top of … Continued

Pickering Pacific Chooses DealCloud

New Client Announcement

  Pickering Pacific, a Singapore-based M&A advisory firm focused on transactions in East Asia, has selected DealCloud as its centralized platform for relationship management with its client base of multinationals, entrepreneurs and private equity sponsors.   “We wanted to further structure our business development function with a CRM tool. We chose DealCloud as it offers … Continued

Connecting the dots of your technology ecosystem

Downloadable Resources

Deal professionals are always looking for ways to improve efficiency and processes across all areas of their business. By building and enabling application programming interfaces (APIs) between deal management technology and other systems, deal professionals can work more effectively across business systems, technologies, and solutions.   This guide will explore the key benefits of APIs … Continued

DealCloud Signs 100th Dispatch Client, Signaling Increasing Investment in Marketing and Communications Among Capital Markets Firms

Press & News

Dispatch, DealCloud’s fully integrated email and web marketing platform, provides capital markets professionals with easy-to-use solutions for institutional relationship management   Jersey City, N.J.— March 18, 2020 – DealCloud (an Intapp company), provider of a single-source deal, relationship, and firm management solution for capital markets firms, today announced that over 100 of its clients have … Continued

Consensus Selects DealCloud to Streamline Processes

New Client Announcement

  Consensus, a boutique investment bank focused exclusively on consumer-facing companies, has selected DealCloud to increase banker efficiency and productivity as well as streamline organizational processes and procedures. The firm has offices in Boston and New York, and operates around the world through its membership in The Terra Alliance.   “Our team covers consumer facing … Continued

[CASE STUDY] Hamilton Lane

Downloadable Resources

Hamilton Lane (Nasdaq:HLNE) is an alternative investment management firm that provides innovative private markets services to investors around the world.   Several years ago, Hamilton Lane set out to more effectively and methodically manage its relationship data. The firm’s three distinct investment teams – Fund Investments, Secondary Investments and CoInvestments – all had specific approaches … Continued

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