Software for limited partners: 3 must-have dashboards
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Financial services
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Private capital
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Limited partner software powers fund manager coverage, deals and allocation tracking, investment committee tracking, deal monitoring, and much more.
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Key features to look for in an investment banking CRM
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Financial services
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Investment banking
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Complex market dynamics demand that modern-day investment bankers and M&A advisors be increasingly agile. DealCloud has all the key features needed in an investment banking CRM!
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Smarter Pricing and Matter Lifecycle Management: Lessons from Your Smartwatch
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Financial services
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Professional services
Wearable technologies have transformed health management. The professional services industry is on the cusp of a similar revolution.
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Ways dealmakers can save time with similar deal analysis
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Financial services
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Real assets
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DealCloud’s real estate deal analysis software enables real estate investors to source comparable deals and properties using the DealCloud platform.
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How Sterling Organization manages its full pipeline with Intapp DealCloud
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Financial services
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Real assets
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Discover how Sterling improved pipeline management and accelerated deal execution with DealCloud.
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Inside DealCloud: Best Practices for Next-Gen Capital Markets Firms
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Capital markets
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Financial services
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Learn about the benefits of connecting the dots within your firm‘s technology ecosystem. DealCloud leaders speak with top private equity technologists about the ways firms can leverage internal technology as a catalyst for growth.
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Get to know DealCloud DataCortex: S&P global intelligence webinar
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Financial services
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Intapp DealCloud
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Sourcing, relationship management complexities, and the new normal for dealmakers
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Financial services
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Private capital
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The pandemic has forced dealmakers to evolve their approach to sourcing and relationships. Trends include increased use of intermediaries, connecting with entrepreneurs early, targeted sponsor coverage, and “virtual tours” to nurture partnerships remotely. This article explores adapted tactics dealmakers deploy around critical deal sourcing and client interactions amid a transformed landscape.
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“Beyond CRM: How Financial Services Firms Are Transforming Operations with Technology” webinar
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Financial services
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Intapp DealCloud
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How PAI Partners maximizes efficiency and transparency with custom dashboards
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Financial services
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Private capital
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PAI Partners is a European private equity firm headquartered in Paris, France. The firm focuses on making controlling investments in leveraged buyouts of mid- to large-sized European companies which are leading brands in their market.
Prior to implementing DealCloud, PAI Partners was using a proprietary web-based portal to manage their deal pipeline, and leveraged Microsoft Outlook to manage contact information for clients and prospects. PAI Partners realized that the technology was adequate, however, they recognized that if they wanted to further accelerate business, perform more advanced analytics, and operate more effectively, they needed a more powerful industry-specific solution that could meet their business needs. When it came time to formalize the deal and relationship management functions at the firm, the team at PAI Partners knew they needed a system that was built for their specific purposes.
Below, we offer an in-depth case study that showcases how PAI Partners more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.
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