Industry: Private capital

The Riverside Company is a global investment firm focused on being one of the leading private capital and credit options for investors, business owners and employees at the smaller end of the middle market by seeking to fuel transformative growth and create lasting value. Since its founding in 1988, Riverside has made 1,000 investments. The firm’s international private equity and flexible capital portfolios include more than 140 companies.

Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private equity, Global Credit, and Global Investment Solutions. With $426 billion of assets under management, Carlyle’s purpose is to invest wisely and create value on behalf of our investors, portfolio companies and the communities in which they live and invest. Carlyle employs more than 2,200 people in 28 offices across four continents.

Hamilton Lane is one of the largest private markets investment management firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs over 680 employees operating in 23 offices throughout North America and Europe, as well as the Asia-Pacific and Middle East regions. With $120.2+ billion in assets under management and $782.9B+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that provides clients access to the full spectrum of private markets strategies, sectors and geographies. The firm builds proprietary tools (Cobalt LP™) and partners with disruptive technology providers to help investors make informed, data-driven decisions at each step of the investment process and to drive digital transformation within the industry.

If you’re at a small capital markets firm with fewer than 50 employees, you probably don’t have a big in-house technology team. You probably do have a small, scrappy, busy team that lacks the luxury of time to research and implement the best software to support dealmaking. At the same time, your team — and your firm — can’t accommodate a drawn-out implementation that requires hundreds of customizations needed to tailor a generic system to meet your firm’s needs. So what’s a small firm to do when it’s time to upgrade to an industry-leading, industry-specific customer relationship management (CRM) system? DealCloud, by Intapp – the CRM built with capital markets firms in mind – offers an accelerated onboarding process for small capital markets firms. In less than three weeks, your small firm can get DealCloud up and running — and you can access DealCloud’s ready-made industry blueprint that includes reporting, notification workflows, relationship management tools, and more. Download the guide below to learn more about expedited, ready-to-use, CRM onboarding for your firm.

Beringer Capital, a Toronto, Canada–based private equity firm, has selected DealCloud to efficiently centralize data, optimize reporting, manage its pipeline, and foster stronger relationships with partners and other stakeholders.

Implementing an integrated central database has become a necessity for firms operating in the debt capital markets.

Best practices for sourcing venture capital deals

Quadrille Capital, an independent investment firm focused on tech and health care, has selected DealCloud for deal flow and pipeline management. The firm will use DealCloud to monitor its primary and secondary investment strategies, investor relations, and key relationships in the private markets.

The Bloom Organization, an investment bank specializing in health care mergers and acquisitions, has selected DealCloud to enhance deal flow and reporting. The firm will utilize DealCloud’s technology to monitor the lifecycle of a deal, track buyer lists, manage relationships, and improve reporting.

ALIVE Ventures has selected DealCloud to enhance its deal execution and relationship management. The investment advisory firm will leverage DealCloud’s technology to manage its pipeline and relationships, and to improve its fundraising and investor relations processes