Relationship intelligence for modern private equity firms
With competition across the market, multiples, and dry powder more prevalent than ever, it’s critically important for private equity professionals to keep their strategies close and their relationships closer. Additionally, because of the increasingly complex nature of transactions and the sheer number of participants on a given deal, Rolodexes and spreadsheets are no longer the best tool for the job. DealCloud’s platform centralizes communication data and helps private equity firms transform average day-to-day activities into actionable relationship intelligence.
By leveraging DealCloud’s notification engine, deal professionals can automatically receive alerts when a key contact or firm hasn’t been contacted in a certain span of time. Additionally, private equity dealmakers can leverage dashboards that showcase where certain contacts are geographically located so that every time a professional travels (whether for management meetings, conferences, or trade shows), they are coordinating touch-points with key relationships in those geographies.
Modern private equity firms, each with their unique strategies, choose to leverage DealCloud’s private equity CRM for a number of reasons. Pine Brook, a New York-based investment firm that manages more than $6.0 billion of limited partner commitments, selected DealCloud to serve as its central platform for deal, relationship, and firm management initiatives. Roark Capital, an Atlanta-based private equity firm focused on investing in consumer and business service companies, selected DealCloud as part of its firm-wide technology transformation program. 3i Group, an international investment company focused on private equity and infrastructure in northern Europe and North America, selected DealCloud as its CRM and investment pipeline system. While all of these firms selected DealCloud for different purposes, DealCloud’s baseline technology supports all of these firms with their unique needs. Each undergoes a thoughtful data migration, data cleansing, and implementation process with DealCloud’s private equity specialists to ensure that all pain points with previous technology platforms are addressed and solved.