Balfour Pacific Capital, a Vancouver-based private equity real estate firm, needed a platform that could maintain connectivity and transparency with their team often on the road visiting clients and properties. And with increased competition in the market, it was crucial they had the ability to create custom dashboards to gain an advantage and move on deals quickly. Leveraging pipeline reports for firmwide meetings is nothing new in the capital markets industry, but Balfour Pacific Capital takes it one step further by sharing updates straight from the source: their custom-built DealCloud dashboard. Learn how the team at Balfour Pacific Capital uses this visual tool and more to keep track of evolving trends, key relationships, and pipeline progress.
In these videos, you will hear from Paola Yawney, Director of Business Development, Balfour Pacific Capital who details her views on:
- How technology helps commercial real estate dealmakers remain competitive
- Visualizing your real estate pipeline using technology
- Why business development professionals need purpose-built technology
- Why Balfour Pacific Capital chose DealCloud
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DealCloud, by Intapp, provides a single-source deal, relationship, and pipeline management platform that enables firms to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit www.dealcloud.com.
About Balfour Pacific Capital Inc.
Balfour Pacific is a Vancouver-based private equity real estate firm that focuses on value-added and core-plus investments in the United States. We and our parent company, Belzberg & Co., are currently managing $390 million in committed real estate capital and assets on behalf of institutions and high net worth investors. Since 2011, the Belzberg organization has successfully invested in and managed over $2 billion in assets.