Case study: ShoreView Industries

Downloadable Resources

Prior to deploying DealCloud, professionals at ShoreView managed their data using Microsoft Outlook
and a generic CRM. The team at ShoreView recognized that an industry as complex as private equity
demands purpose-built technology that can be easily configured to meet the unique needs of modern-day dealmakers. This led to the implementation of DealCloud.


Below, we offer an in-depth case study that showcases how ShoreView Industries manages deal flow, sourcing and origination, road trip planning, and more by leveraging DealCloud’s technology.


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Olivia Simons

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