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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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March 16, 2020

Consensus Selects DealCloud to Streamline Processes

Consensus, a boutique investment bank focused exclusively on consumer-facing companies, has selected DealCloud to increase banker efficiency and productivity as well as streamline organizational […]

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March 16, 2020

Working remotely? Here’s our top five productivity hacks for capital markets professionals

Ben Harrison

President, Industries

As uncertainty regarding the global health crisis, COVID-19, looms over the heads of capital markets firms globally, there has been a lot of speculation about […]

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March 4, 2020

Is your private equity firm at risk of getting passed by?

Ben Harrison

President, Industries

“What does it say about an industry [private equity] in which the majority of participants are spending fewer than one million dollars per year on […]

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March 2, 2020

Windjammer Capital Selects DealCloud

Windjammer Capital, a private equity investment firm based in Newport Beach, CA and Waltham, MA, has selected DealCloud as its centralized platform for business development, […]

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February 27, 2020

Product Release: Winter 2020 Updates and Enhancements

Ben Harrison

President, Industries

DealCloud is pleased to announce the details of the Winter 2020 product release, which provides solutions that simplify processes central to maintaining a sustainable and […]

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February 25, 2020

Less is more: 5 ways investors can leverage single-source technology to cut operating costs

Learn how an investor relations CRM or single-source technology system helps to reduce operating costs firm-wide including client acquisition and human error costs.

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February 24, 2020

PowerPlant Ventures Selects DealCloud

PowerPlant Ventures, a Hermosa Beach, CA-based growth equity fund investing in emerging consumer food, beverage, and foodservice companies, has selected DealCloud as its deal […]

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February 18, 2020

Galiant Partners Selects DealCloud

Galiant Partners, a London-based independent investment banking firm focused exclusively on the global debt markets, has selected DealCloud as its centralized firm management platform. Galiant […]

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February 18, 2020

5 reasons why your capital markets firm needs a marketing and communications program

Ben Harrison

President, Industries

More often than not, capital markets firms see content marketing and communications tools as “nice to have” but not a must do. However, recent research […]

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