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Market-leading capital markets firms across the private equity, investment banking and advisory, fund of fund, family office, corporate development, venture capital, growth equity, real estate, lending, and LP verticals rely on DealCloud to work more efficiently and competitively. From day one, we’ve worked closely with these firms to develop and deliver products and services that drive meaningful outcomes.

 

 

 

Case studies

As the firm scaled and raised larger funds, HCAP Partners realized that it needed purpose-built technology that would enable greater sophistication in its tracking and outreach processes. This business need led HCAP Partners to implement DealCloud.

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Arc Ventures, a venture capital firm in New York City, leverages DealCloud to move quicker and gain a competitive edge in the fast-paced VC market.

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Implementing DealCloud’s pipeline management software at ShoreView Industries, a Minneapolis-based private equity firm, immediately unlocked efficiency for their business development professionals.

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Balfour Pacific Capital, a Vancouver-based private equity real estate firm, needed a platform that could maintain transparency with their team often on the road visiting clients and properties.

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Progress

Progress recognized the need for a purpose-built platform to improve operations and track potential M&A targets, leading its team to implement DealCloud.

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 Stephens bankers recognized they needed a highly configurable platform that could be customized to fit the firm’s specific deal and relationship management processes.

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KPMG Corporate Finance in the U.K. desired a technology tailored specifically to the needs of M&A processes. They selected DealCloud to centralize and democratize institutional knowledge.

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Raymond James financial wealth management logo to showcase use of CRM

Raymond James needed to find a configurable, enterprise-grade system that could be used across the entire investment bank and act as the central hub for all deal and relationship management.

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Kairos Investment Management Company needed a more dynamic and highly configurable solution, which led them to implement DealCloud as their real estate investment management software.

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Evolem understood they needed technology that was purpose-built for private equity industry professionals.

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After investing time and energy into retrofitting a generic system that only marginally fit the firm’s needs, it became clear to the Boyne Capital team that they needed industry-specific technology.

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NGP Energy Capital Management desired a flexible, easy to use, purpose-built, industry-specific CRM solution that could enable data to be leveraged firmwide.

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FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows.

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Growth equity investor, FPE Capital, needed a solution to seamlessly share activities and knowledge across their firm.

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Private equity firm, Atlantic Street Capital, needed a technology to track and manage everything from deal sourcing to fundraising to business development.

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The real estate investment firm wanted to optimize productivity, streamline the deal execution process, and increase transparency across data outputs to execute on deals more effectively.

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This boutique investment bank was seeking the right CRM solution to fit its unique needs.

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This alternative investment management firm needed a better solution to stay informed in real-time and formalize relationship management data.

 

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This investment management firm was seeking a solution to streamline operations and improve business outcomes.

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The Sterling Organization investments team needed a more collaborative and efficient solution for deal and relationship management.

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When it came time to formalize the deal and relationship management functions at the firm, PAI Partners knew they needed a system that was built for their specific purposes.

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We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.

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For the Deal Advisory team at Gerald Edelman, having a single source of truth for all deal and relationship data for every client and client project was imperative.

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Testimonials

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“Vickers seeks to create long term value for our investors by investing in and building a stable of companies with large growth potential. With people on the ground trawling for deals, Vickers’ competitive advantage stems from its multi-nationality, its experience and knowledge of the markets, its network of government and industry leaders, and its track record in the region and beyond. Therefore, it became essential for us to have a platform that effortlessly centralized our institutional knowledge. DealCloud’s mobile app is perfect for our deal team as they are able to update deals on the go with no interruptions.”

Chris Ho, Associate Director

“As a middle market lender, it’s imperative that we maintain strong relationships with both the buy- and sell-side. DealCloud DataCortex gives us a birds-eye view of ongoing developments in the market so that we can streamline and focus our deal sourcing and business development efforts.”

 

 

Jeremy Simmons, Managing Director

“As our team has expanded, DealCloud has enabled us to seamlessly share activities and knowledge across the firm. We are also able to absorb, analyse and action increasing volumes of relationship and company data as we continue to build a deep understanding of the people and the companies operating within it.”

 

Check out DealCloud’s FPE Capital case study here.

Ben Cole, Investment Director

“DealCloud has allowed us to manage our significant pipeline in a more sophisticated way. Using DealCloud, we are more efficient and more focused. Not only does my corporate development team know everything happening on every single deal at the click of a button, but we also provide valuable visibility into our deal activity to our CEO and Board. DealCloud is simple to use and really helpful in managing deal flow and our extensive deal pipeline and helping to execute on transactions.”

 

Check out DealCloud’s Progress video case study here.

Jeremy Segal, Executive Vice President

“DealCloud helps us to see verified data right next to our proprietary notes and activity logs. It’s so valuable to have all of that information organized and centralized in one location for all of our team members to see.”

 

Dan Ward, Vice President

“DealCloud offered the comprehensive and user-friendly deal tracking capability we were in search of. Keeping track of investment opportunities and ensuring we follow up efficiently is critical to our success. As we grew, so did the number of deals in our pipeline and the size of the team, making deal tracking more complicated. DealCloud enables us to visualize and prioritize the pipeline in real time.”

Amy Perkin, Chief Financial Officer

“We are very diligent in all aspects of our business including selecting service providers. After several months of evaluating numerous technology solutions to replace our investment and relationship management systems, DealCloud emerged as the clear winner. We selected DealCloud for its versatile functionality and found it to be easily adaptable for our firm. The platform will complement our current investment and investor relations processes as our firm continues to scale. As we continue to grow as a firm, DealCloud will allow us to work more efficiently on the investment side and will assist us with building and strengthening our relationships.”

Chris Faucher, Vice President

“The benefits are immediate and self-evident. DealCloud is an intuitive and efficient way to centralize and leverage our deal information, as well as track communications and manage critical processes. The DealCloud Mobile App is a bonus.”

 

Check out DealCloud’s Balfour Pacific video case study here.

 

Paola Yawney, Head of Business Development

Deals are complex.
That’s why there’s DealCloud.

 

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