Case study

Case Study: Shoreview Industries

  • Financial Services
  • Investment Banking
  • Intapp DealCloud

Prior to deploying DealCloud, professionals at ShoreView managed their data using Microsoft Outlook and a generic CRM. The team at ShoreView recognized that an industry as complex as private equity demands purpose-built technology that can be easily configured to meet the unique needs of modern-day dealmakers. This led to the implementation of DealCloud.
Below, we offer an in-depth case study that showcases how ShoreView Industries manages deal flow, sourcing and origination, road trip planning, and more by leveraging DealCloud’s technology.