Case study

Case study: Sterling Organization

  • Financial Services
  • Private equity
  • Real Assets
  • Intapp DealCloud

Sterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in retail real estate assets across the risk spectrum in major markets within the United States on behalf of Sterling’s principals in partnership with the highest quality institutional investors.
For the Sterling Organization investments team, operating its pipeline report and historic deal database utilizing a single Excel spreadsheet was becoming increasingly inefficient as its pipeline continued to grow. Only one individual was permissioned to edit the spreadsheet at a time, which inhibited collaboration amongst team members, and in turn slowed the deal management process.
Below, we offer an in-depth case study that showcases how the Sterling Organization investments team more efficiently managed its pipeline and deal flow  by leveraging DealCloud’s technology.