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Secondaries

Given the complexities of the private equity (PE) secondaries market, deal professionals need technology and data solutions that can be configured to meet the specific needs of their particular firm. Without an established trading market for secondary investors to leverage, secondary investments and transactions tend to be more challenging and complicated to manage and execute. For this reason, most CRM systems fall short in meeting the needs of GPs and LPs who participate in the secondaries market.

 

DealCloud’s data-powered software is specifically designed to empower secondary investors to successfully manage deal origination tasks as well existing portfolios. Regardless of the size or focus of your firm, our software solution can be easily configured to meet the unique needs of your secondary investments tasks so you can execute deals and manage relationships at the highest levels.

 

Although the DealCloud platform is often compared to a CRM, our software solution is built to provide so much more than a generic CRM. PE secondaries need the ability to track placement agent relationships, oversee origination efforts and the deal pipeline, manage portfolios, report on key findings, and organize internal communications from a single source of truth. Typical CRMs may be able to assist with some of these tasks, but only DealCloud is flexible and secure enough to handle every secondary investor’s.

From strategy to execution

In order for secondary investors to successfully navigate the complex deal landscape, they need a purpose-built pipeline management solution like DealCloud. Our tool is built to drive value and increase efficiency so that dealmakers can streamline processes and close more deals. DealCloud is constantly evolving to provide new ways to help secondary investors.

 

Investors choose DealCloud to manage their secondary investments because it’s the only pipeline management solution built with secondary investors in mind. DealCloud features include:

 

  • DEAL PIPELINE MANAGEMENT
  • RELATIONSHIP AND COVERAGE MANAGEMENT
  • DEAL AND LEGAL DOCUMENT MANAGEMENT
  • LIMITED PARTNER COVERAGE
  • ACTIVE SECONDARY INVESTMENT MANAGEMENT
  • INDUSTRY AND SECTOR ANALYSIS AND REPORTING
  • DEAL SOURCE ANALYSIS AND REPORTING
  • THIRD-PARTY DATA INTEGRATION
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Secondary investor software features and solutions

With DealCloud’s real-time pipeline management solution, secondaries market professionals can create custom dashboards to monitor relationships, portfolios, and performance. You can use our third-party DataCortex integrations to bring third-party data into DealCloud and produce more robust dashboards that deliver advanced reporting and analytics. Most secondary investors also automate their reporting processes in DealCloud in order to access and share real-time data via preformatted Adobe Acrobat PDFs with the click of a button.

 

After your firm chooses DealCloud, our implementation team will assess your unique reporting needs on a day-to-day, week-to-week, and month-to-month basis, and help you build the reporting capabilities that best suit your firm. Once we’ve helped normalize your firm’s data, and uploaded and organized it within the platform, the DealCloud team will teach your deal professionals how to create new and unique documents in Microsoft Word, Adobe Acrobat PDF, Microsoft Excel, and other interactive formats. Our team of capital markets experts wants to provide you with the autonomy to generate your own reports while remaining accessible when you need assistance.

Solution overview

CRM

Many traditional CRMs are industry-agnostic, but DealCloud is built to serve the needs of capital markets professionals and dealmakers. DealCloud’s CRM software effectively centralizes communication and relationship data for secondary investors.

Business development

Capital markets professionals embrace technology solutions like DealCloud to streamline deal origination. DealCloud’s business development capabilities provide secondary investors with the tools they need to manage their opportunities with ease.

Pipeline management

DealCloud is built to manage the complexity of your pipeline, including your unique web of relationships and past transactions. Our secondary investment software helps firms transform the ways they approach, track, and accelerate deals as they move through every stage of the pipeline.

Actionable data

DealCloud helps you maintain visibility on every corner of the secondary investment market. DealCloud’s DataCortex, our integrated data solution, lets dealmakers manage proprietary and third-party data in one united platform.

Marketing

DealCloud’s integrated marketing solution, Dispatch, helps secondary investment firms build and deploy marketing campaigns. Track email campaign activity, performance metrics, and other analytics within your existing DealCloud platform to support the BD function.

Compliance

Maintain compliance and accelerate conflicts resolution by streamlining critical risk-management activities within DealCloud’s unified deal, relationship, and compliance management platform.

Contact our team of skilled and experienced implementation specialists to schedule your secondary investors software demo.

 

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DealCloud integrations

Retain your competitive advantage by leveraging your firm’s proprietary data alongside industry-leading third-party data, all within the same platform.

 

DealCloud’s secondary investor clients integrate data from the following companies into their day-to-day dealmaking activities:

Want to learn more about our solutions for secondaries?

Download our one-pager.

 

Ready for a CRM that is purpose-built for secondary investors?

Despite careful consideration and planning, most capital markets firms struggle to implement a CRM solution in a way that serves the firm’s needs. Many firms store vital data in unorganized or unoptimized systems. In fact, countless deal professionals find themselves wasting time on manual data entry or repetitive pipeline updates as they happen.

 

If this sounds familiar, it may be time to reconsider your current CRM selection and pipeline management process.

 

The good news is, you’re not alone. With countless CRM migrations under our belt, we have the expertise to craft a strategy for optimizing your CRM using just a few pieces of information about your firm’s size, data, reporting needs, and workflow.

 

Take the assessment
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Outcomes

 

 

  • Maintain clean, audit-friendly data and mitigate risk
  • Grow and maintain relationships with placement agents
  • Manage GP and LP-led secondary investments

  • Support full pipeline and deal source coverage
  • Build more sophisticated reporting and analytics
  • Streamline business development

DealCloud differentiators

Unlike traditional CRMs, DealCloud is built with secondary investors in mind. Our technology solution centralizes disorganized proprietary and third-party data and transforms it into meaningful intelligence with easy-to-read, interactive dashboards and automated reports. Customize your notifications and automate your pipeline reporting with predictive insights via email, web, and mobile interfaces delivered at the cadence you prefer.

 

Update your permissions and tailor DealCloud on a user-by-user basis so every individual gets the appropriate tools and views they need for their role. Streamline the identification and management of conflicts of interest and avoid reputation-damaging regulatory infractions with our conflict management solution.

 

 

Learn more
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DealCloud Differentiator: Scheduled reports

Most firms report on their pipeline, fundraising activity, and market coverage on a regular basis, so the concept of scheduling reports for delivery to your inbox makes sense. For firms that use Excel spreadsheets to manage everything, this might feel like an unattainable dream as the process today usually...

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DealCloud Differentiator: Permissions and user groups

We know that not all DealCloud clients operate in the same way. The pipeline, relationship management, and reporting needs of one user, team, division, or company may differ greatly from the next. That’s why our users have the power and precise control to tailor DealCloud...

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Schedule a demo of the best secondary investor software

Don’t settle for CRMs that only solve half of your firm’s problems. Instead, implement a purpose-built solution created by fellow dealmakers, specifically with secondary markets professionals in mind. By choosing DealCloud, you can finally build a single source of truth that meets all of your firm’s complex and unique needs, no matter how complicated your deals may be.

 

When secondaries market professionals choose to leverage technologies created with their needs in mind, they can build, grow, and successfully invest. Book a demo of DealCloud demo today to discover how our software solution can provide meaningful changes in efficiency for your secondaries market investment firm.

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Testimonials

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“We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel and investment work stream characteristic in making direct investments in private equity and venture capital.”

Gregory Lindae, Managing Director

“We were immediately convinced by the DealCloud platform. Thanks to its track record, the DealCloud team has demonstrated a deep understanding of our activities and our specific needs as a family office. The platform is easy-to-use and flexible, which allows it to fit in perfectly with every type of Evolem activity. With DealCloud we are aiming at better monitoring of our interactions with our contacts and improving our deal flow management efficiency.”

Maxime Boyer, Director

“When we were evaluating options for new technology, it was clear DealCloud would be able to streamline processes and workflows across our firm. The DealCloud platform is easily configurable to fit our needs and helps us drive business.”

Yarno Vanovenberghe

“We are service managers that offer more niche-type strategies than your typical direct lending. The innovative nature of these mandates means that our platforms must be equally robust. Choosing the DealCloud platform to digitally manage our capital raising efforts and institutional investor relationships was a natural fit.”

Jess Larsen, Founder and CEO

Downloadable resources

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Case study: Raymond James leverages DealCloud

Raymond James Financial is a leading diversified financial services company that provides private client advisory services, capital markets and investment banking, asset management, wholesale and retail banking and other financial services to individuals, corporations and municipalities. In its investment banking division, Raymond James advises in areas such as...

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How to convince the boss it’s time for a new CRM

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Connecting the dots of your technology ecosystem

Deal professionals are always looking for ways to improve efficiency and processes across all areas of their business. By building and enabling application programming interfaces (APIs) between deal management technology and other systems, deal professionals can work more effectively across business...

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