Case study

FSN Capital leverages DealCloud

  • Financial Services
  • Private capital
  • Intapp DealCloud

FSN Capital Partners is an investment advisory firm acting exclusively on behalf of the FSN Capital Funds with €2152 million under management. These funds make control investments in growth-oriented Northern European companies with enterprise value between €50 million and €300 million. FSN Capital has a team of 56 professionals across Oslo, Copenhagen, Stockholm, and Munich, in addition to 10 executive advisors with extensive industry experience.
When it came time to reevaluate their technology needs, FSN Capital first focused on reevaluating their processes. Although FSN Capital had an existing CRM system in place, they desired to go from “good to great” in their ability to manage their sourcing and deal processes. The team wanted to take their CRM capabilities to the next level and enable better analytics and transparency across the firm. After evaluating numerous traditional CRM solutions, the firm recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows. They desired a purpose-built, industry-specific CRM solution that would enable them to increase transparency and become a stronger, more connected firm, which led them to DealCloud.
Below, we offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.