Case study

Case Study: Atlantic Street Capital

  • Financial Services
  • Investment Banking
  • Intapp DealCloud

Founded in 2006, Atlantic Street Capital is an operationally focused private equity firm managing private investment funds that invest in lower middle market and middle market companies that can benefit from capital investments, operational resources, and support.

For Atlantic Street Capital, a purpose-built deal and relationship management platform was critical to propel their business forward. Prior to deploying DealCloud, their team of  professionals largely tracked everything from deal sourcing to fundraising to business development using Excel. The team kept records in one Excel document and needed a better solution for managing their data. Atlantic Street Capital also used a generic CRM for relationship management but after years on the platform, found the technology did not satisfy the firm’s day-to-day business development needs. The Atlantic Street Capital team was not reaching its full potential at the time, which led them on the search for a purpose-built, vertically-specific technology solution like DealCloud.

We offer a case study that showcases how Atlantic Street Capital overcame these challenges by leveraging DealCloud’s technology.