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.

Summa Equity, a lower mid-market private equity firm headquartered in Stockholm, Sweden, has selected DealCloud to better track and manage deal flow and relationships.

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.

Argentum Asset Management, a Norway-based private equity fund investor investing on behalf of the Norwegian government and private investors, has selected DealCloud for deal and relationship management.

Our proprietary technology discovers and analyzes similar engagements to derive predictive intelligence based on historical data.

Intapp enables firms to evaluate and continuously monitor potential client relationships while more simply and efficiently managing regulatory, financial, and reputational risk across the entire client-engagement lifecycle.