Case study: ShoreView Industries

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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.

 

Fill out the form below to access the case study:

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Author:

Olivia Simons

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