Blog

Blog

June 11, 2020

Private equity analytics: Using data to discover deals

As a private equity professional, you need to maintain visibility on every corner of the market in order to successfully compete for deals. Technology is […]

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June 9, 2020

Intera Partners Selects DealCloud to Optimize Workflows

Intera Partners, a Helsinki, Finland-based growth-oriented private equity firm, has selected DealCloud to optimize internal workflows and relationship management. Intera focuses on accelerating growth […]

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June 2, 2020

How investment bankers can find business development success with the “eight-call rule”

Ben Harrison

President, Industries

How many phone calls does it require for investment banking business development teams to reach a prospective client? Eight. A banker I recently met shared […]

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May 28, 2020

Time for investors to get serious about a real estate CRM

Frank Spadafora

Industry Principal, Real Estate

If you’re an active real estate investor, you’ve likely seen thousands of deals cross your desk over the last few years. But in what was […]

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May 27, 2020

Activate Capital Implements DealCloud to Track Deals and Relationship Management

Activate Capital, a San Francisco, CA-based late-stage venture and growth equity firm focused on digitizing industrial markets, has selected DealCloud to track deals and manage […]

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May 26, 2020

DealCloud Adds 100th Client of 2020

Last week, DealCloud was honored to add its 100th new client of 2020, signaling an increased demand for greater firm-wide transparency and for increased dealmaker […]

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May 20, 2020

Britehorn Partners Chooses DealCloud

Britehorn Partners is a Denver, CO-based full-service middle market investment banking practice that specializes in Mergers and Acquisitions, Capital Formation, and Advisory for middle market […]

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May 18, 2020

The top five ways a connected technology ecosystem benefits financial services firms

Matthew Hardcastle

Vice President, Industry Solutions

Managing all the data in your firm's financial services ecosystem can be a huge burden, but implementing a connected firm technology ecosystem is the solution.

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May 6, 2020

Caldera Pacific Selects DealCloud to Formalize Deal Management

Caldera Pacific, a Southeast Asia focused private equity firm specializing in growth capital investments, has selected DealCloud to institutionalize and formalize their sourcing, origination and […]

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April 29, 2020

Is your financial services firm cloud-ready?

Ben Harrison

President, Industries

With the world of private capital investing becoming increasingly competitive and complex, firms are always looking for ways to increase their competitive advantage while also […]

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April 27, 2020

7 ways to leverage FactSet data in your CRM today

Ben Harrison

President, Industries

In order to be competitive in today’s modern deal-making landscape, capital markets professionals are orienting their key decision-making activity around a combination of both proprietary […]

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April 23, 2020

Creating a connected and collaborative private equity firm relies on your adherence to these 3 principles

Ben Harrison

President, Industries

Over the last 10 years, and through hundreds of implementations and thousands of client conversations, we have learned that there is an increasing need for […]

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April 20, 2020

Product Release: Fall 2019 Updates and Enhancements

Ben Harrison

President, Industries

DealCloud is intently focused on delivering valuable support and innovative solutions to our growing client base (now over 700 and counting worldwide). We do this […]

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April 10, 2020

Valedor Partners Selects DealCloud

Valedor Partners LLC, a Houston, TX-based advisory and private investment firm, has selected DealCloud to help manage its advisory and investment pipeline and relationship data. […]

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April 3, 2020

ExCap Selects DealCloud as Deal Management Platform

Expedition Capital Advisors (“ExCap”), a Dallas-based real estate fund manager, has selected DealCloud. The firm leverages leading data room provider, SmartRoom, and will continue to […]

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March 31, 2020

How creating a single source of truth enhances firmwide efficiency

Ben Harrison

President, Industries

Technology and the development of vertical-specific CRMs has made it easier for firms to keep all their contacts, activities, and other critical information in one […]

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March 30, 2020

4 actionable ways to use marketing technology to your competitive advantage today

Ben Harrison

President, Industries

During these uncertain times, many dealmakers are operating from their home offices, but their roles remain the same. Nurturing existing client relationships and creating new […]

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March 27, 2020

How to use your legal CRM to drive client growth

**The below article was originally published on the Wilson Allen blog.** While many firms have a common goal in mind – connect with clients in ways […]

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March 25, 2020

How to combat your competition with the power of proprietary data

Ben Harrison

President, Industries

Over the last few months, countless articles and reports published by Boston Consulting Group, The Economist, The WSJ and Forbes all sounded the alarms about […]

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March 23, 2020

Pickering Pacific Chooses DealCloud

Pickering Pacific, a Singapore-based M&A advisory firm focused on transactions in East Asia, has selected DealCloud as its centralized platform for relationship management with […]

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