Best in Class Technology: Solving the PE Reporting Challenge

Jun 11, 2020
12 - 1 PM

Today, capital markets professionals are under increased pressure with requests from management and LPs, requiring them to produce complex and accurate reports at the click of a button. With transactions constantly evolving, dealmakers need real-time reports that help them zero in on the most time-sensitive and high-priority items. For capital markets professionals, data analysis drives decision making.

In this webinar, DealCloud’s Eric Levinson (Director, Client Development) and Cobalt’s Jason Weinstein (CEO) and Ashley Smith (Director, Customer Success), will share their deep knowledge and understanding of how to develop best-in-class reporting to fit the requirements of a successful capital markets organization. Streamlined reporting capabilities and integrated datasets alleviate the burden of reporting and allow capital markets professionals to communicate performance in a meaningful, relevant, and timely manner.

Throughout the session, the panelists will showcase DealCloud’s and Cobalt’s automated reporting capabilities and how capital markets professionals can leverage reporting for their day-to-day needs. Regardless of the size of the firm, real-time reporting fuels better decision-making and in turn enables capital markets professionals to more effectively serve clients.

Click here to read our full write-up of the discussion > 

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Eric Levinson
Director of Client Development
Jason Weinstein
Ashley Smith
Director of Customer Success

Time & Date

Jun 11, 2020
12 - 1 PM

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