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September 23, 2021

Jasmin Capital Chooses DealCloud for CRM

Jasmin Capital, a Paris-based placement agent and private markets specialist that provides investment advisory services, has selected the DealCloud platform for its placement agent CRM. […]

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September 16, 2021

The top three email marketing templates for private equity firms and investment banks

Ben Harrison

President, Industries

Email marketing is a key communications channel for private equity firms and investment banks, allowing dealmakers and other capital markets professionals to easily communicate with […]

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August 30, 2021

How to better manage relationships with deal pipeline software and CRM solutions

Ben Harrison

President, Industries

People and professionals remain at the heart of all business, as a recent Gartner article explained. However, to truly succeed in their industries — especially […]

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August 25, 2021

Find top candidates with executive talent tracking software

Amit Lalwani

Vice President, Financial Services

Building connections with top-level professionals is vital in any business deal, and keeping those connections is even more important. Private equity professionals benefit from building […]

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August 11, 2021

Why capital market firms need strong financial services cybersecurity

Ben Harrison

President, Industries

Security spending is globally outpacing IT spending for numerous reasons, including the growing trend of digital transformation within firms, the increasing volume of cyber threats, […]

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August 11, 2021

HCAP Partners Chooses DealCloud to Institutionalize Its Business Development and Fundraising Processes

Private equity firm HCAP Partners — a nationally recognized impact investor based in San Diego — has selected DealCloud to institutionalize its business development […]

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August 3, 2021

Rainier Partners Deploys DealCloud for Deal Sourcing and Execution

Rainier Partners, a Seattle-based private equity firm that invests in lower middle market businesses, has selected DealCloud to provide a full front-office solution for sourcing, […]

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August 3, 2021

Three must-have dashboards for placement agent CRM software

Placement agents — the rising stars of the private equity world — are a driving force as fundraising heats up across the industry. In a […]

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July 26, 2021

Greenhill & Co. Selects DealCloud to Drive Firmwide Connectivity and Collaboration

Greenhill & Co., a New York-based independent investment banking firm, has selected DealCloud to support pipeline, execution, and relationship management for mergers and acquisitions, […]

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July 23, 2021

Why investors need secondary market pipeline technology

Ben Harrison

President, Industries

Investors who use secondary market pipeline technology are having their day in the sun. In the past, investing in alternative assets was not a primary […]

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July 15, 2021

PJ SOLOMON Selects DealCloud as Its Technology Infrastructure

PJ SOLOMON, a leading financial advisory firm based in New York City, will leverage DealCloud as its technology infrastructure. “DealCloud will become our new […]

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July 12, 2021

Hatley Capital Partners Selects DealCloud to Support CRM and Deal Management

Hatley Capital Partners, a Toronto-based boutique capital advisory and placement firm specializing in raising private capital for alternative investment managers and direct investing, has selected […]

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June 30, 2021

How top investor relations teams are leveraging technology

Ben Harrison

President, Industries

After a slowdown during the early stages of the pandemic, fundraising is back in full swing in 2021. According to DealCloud’s Spring 2021 Dealmaker Pulse […]

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June 25, 2021

Top 3 features your firm needs in its due diligence software

Ben Harrison

President, Industries

Performing due diligence can be a lengthy and disorganized process if your firm doesn’t have the most up-to-date tools and cloud-based software at its disposal. […]

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June 24, 2021

Balfour Pacific Selects DealCloud to Enhance Deal and Relationship Management

Balfour Pacific, a top-performing Vancouver, Canada–based private equity real estate firm focused on value-added and core-plus investments in the U.S., has selected DealCloud for pipeline […]

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June 22, 2021

How technology innovation improves the traditional buyer-seller relationship paradigm for private equity firms

ACG and SAP recently co-hosted a full-day virtual event entitled “Maximizing the Value of M&A Through Technology.” The event focused on how capital markets firms […]

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June 14, 2021

Machine learning is changing how private equity deals are originated

Ben Harrison

President, Industries

Predictive data and machine learning are transforming nearly every industry, prompting private equity and venture capital firms to follow suit. In 2018, a KPMG survey […]

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June 8, 2021

Why technology is critical to your ESG strategy

The secret is out: Environmental, social, and governance (ESG) performance can be directly related to revenue and costs. More and more advisory firms now require […]

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June 7, 2021

Business Acceptance: Exceeding Expectations and Ensuring Profitability

The Legal Technologist (May 2021) – A 2019 Legal Value Network survey revealed that one of the biggest challenges for law firms is meeting client […]

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June 2, 2021

Three Steps to Deploying a Connected Firm Strategy

As clients continually increase their requirements for billing, pricing, staffing, and other business practices, firms face the imperative of better connecting their people, processes, and […]

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