Case study

Video Case Study: Shoreview Industries

  • Financial Services
  • Intapp DealCloud

Implementing DealCloud’s pipeline management software at ShoreView Industries, a Minneapolis-based private equity firm, immediately unlocked transparency and efficiency for their business development professionals. ShoreView has partnered with family or entrepreneurial-owned companies across many sectors, including engineered products, distribution, industrial services, business services, and niche consumer products. In private equity, it’s important to be as prepared as possible when meeting with investment bankers, M&A advisors, and other deal sources, as well as with owners and founders. Learn how Brittney Upman, Business Development Director at ShoreView Industries, uses DealCloud to check on items such as who at her firm is communicating with said client, when they last spoke, and notes from previous meetings.
In these videos, you will hear from Brittney Upman, Director, Business Development at ShoreView Industries who details her views on:

  • Staying connected while on the road
  • Why business development professionals need purpose-built technology
  • Why ShoreView Industries chose DealCloud