FSN Capital leverages Intapp DealCloud to manage their pipeline and relationships

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. Established in 1999, FSN Capital has a team of 56 professionals across Oslo, Copenhagen, Stockholm, and Munich, in addition to 10 executive advisors with extensive industry experience.

The Challenge

When FSN Capital reevaluated their technology needs, they focused on improving their processes. Despite having a system in place, they aimed to enhance their CRM capabilities for better analytics and transparency. Their existing CRM was more of a reporting tool, so they sought a solution to manage deals, relationships, and data analytics in one platform. After assessing various CRM options, the firm recognized they needed a customizable, industry-specific solution to fit their workflows. This led them to choose Intapp DealCloud for increased transparency and stronger connectivity.

Implementation

FSN Capital and the DealCloud’s private equity experts to maximize the platform’s value. In just four months, FSN Capital consolidated critical information and business processes into a single system of record using DealCloud.

DealCloud allows us to surface data in ways we weren’t able to do before. We now have full visibility across most activities in the firm. DealCloud has had a significant impact on how we do sourcing, how we do our reporting, how we collaborate, and how we run our day-today operation. It forms a solid foundation for our data-strategy for the years to come.

CHRISTOPHER CONRADI, CHIEF DIGITAL OFFICER, FSN CAPITAL

The solution

FSN Capital sought an industry-specific technology to streamline their processes and boost efficiency. Designed for private equity professionals, the DealCloud platform has helped FSN Capital to improve the following processes:

  • Pipeline Management: With DealCloud, FSN Capital can create custom, highly configurable dashboards and reports that deliver a complete view of each deal stage. DealCloud serves as a comprehensive pipeline solution, saving them time and enhancing deal execution efficiency.
  • Relationship Management: DealCloud enables FSN Capital to track and manage relationship data more effectively. The team gains real-time insights into the time spent on cultivating relationships and can identify which activities lead to investment proposals and deals. This allows them to prioritize efforts where they are needed most. By standardizing the relationship management process across all four offices, FSN Capital’s dealmakers can better measure the value of their relationships.
  • Investment Decision-Making: With all deal and relationship data in one secure, centralized location, FSN Capital can quickly aggregate and analyze their data. The DealCloud platform helps them track the performance of companies and provides valuable insights that inform their investment decisions. By consolidating proprietary and third-party data in one location, FSN Capital gains a more sophisticated view of the investment landscape.

Partnering for success

For FSN Capital success included:

  • Purpose-built for private equity teams
  • Implementation of highly configured platform
  • Firm-wide user adoption
  • User-friendly platform
  • Single source of truth for all data
  • Dedicated account management and client success teams

Executive Summary

  • Three Platform Certified Managers
  • 160+ dashboards created by the team
  • Spend less time creating reports and more time analyzing content
  • Instant access to pipeline for the entire firm, as well as by office and sector
  • Tracking of KPIs such as conversion statistics and leads volume
  • 24/7 deal and relationship management using DealCloud’s mobile app