Case study

Balfour Pacific

  • Financial Services

Prior to deploying DealCloud, private equity real estate firm Balfour Pacific, lacked a dedicated data and contact management system. It was determined that an organized and centralized method for tracking relationships and deal activity was needed. The team recognized that, as the firm grew, purpose-built and best-in-class technology needed to be deployed and institutionalized. This led to the implementation of DealCloud.
Below, we offer an in-depth case study that showcases how Balfour Pacific manages its real estate pipeline and relationships more effectively leveraging DealCloud’s technology.