Practical insights for professional services firms
Fireside Chat With Goldman Sachs
As current head of digital strategy for Alternative Investments in the Asset Management Division at Goldman Sachs, Luke Flemmer has deep experience scaling technology platforms for global firms. Hear how he’s helped firms implement design thinking and agile product practices at scale,...
DealCloud Product Roadmap
The DealCloud product roadmap review covers key product capabilities, demo showcases of relationship intelligence and zero data entry features as well as the official DealCloud’s product roadmap.
Managing Transactional Risks in Professional and Financial Services
All professional and financial services firms need comprehensive processes in place to mitigate the transactional risks found throughout matter, engagement, and deal lifecycles. At City Tour NY, we shared best practices for navigating these evolving risk landscapes, and we explored how...
Building Your Firm’s Relationship Intelligence — the Lifeblood of Your Front Office
Investors and advisors of all types can leverage their closely held and hard-fought relationships as the lifeblood of their firm’s growth. For almost 20 years, we’ve gleaned best practices from large and small firms that — coupled with new relationship intelligence capabilities in...
How data integrity can increase firmwide efficiency
Read our guide on building a strong foundation of data integrity to promote better decision making in financial firms.
Understanding and preparing for each stage of an M&A transaction
Read this review of M&A transaction deal stages to learn how dealmakers can better navigate the transaction process.
How to choose a pipeline management system that supports everyone in your CRE firm
Read our guide to why commercial real estate (CRE) firms require unique, purpose-built pipeline management solutions.
Streamline your sanctions screening workflow with DealCloud
Learn how DealCloud Conflicts can help streamline your firm’s sanctions screening strategy to mitigate overall risk and compliance.
Equip your dealmakers with modern relationship management solutions
DealCloud built an extensive suite of relationship management solutions designed with features that deliver meaningful outcomes.
Lionpoint sponsors Intapp Virtual Connect 2020
Lionpoint is proud to sponsor Intapp Virtual Connect 2020, to show our support as a certified implementation partner for DealCloud, the leading capital market software solution for investors and dealmakers. We’ll be joined by industry leaders and peers for informative discussions on...
Impact of new ESG benchmarks on the private equity sector
Leading private equity partners recently announced a new initiative to drive a standardized set of ESG (Environmental, Social and Governance) benchmarks to allow for focused reporting and increased comparability.
Roark Capital selects DealCloud
Roark Capital, an Atlanta-based private equity firm focused on investing in consumer and business service companies, with a specialization in franchised and multi-unit business models in the restaurant, retail, consumer services, and business services sectors, has selected DealCloud as...
Lionpoint implements CRM to fuel growth
As part of a broader technology transformation, Lionpoint was engaged to lead a CRM for private equity selection and implementation.
DealCloud and SourceScrub: Deal origination hacks for capital markets professionals
DealCloud’s Emanuel Mesa (Solutions Engineer) shares a high-level overview of DealCloud’s SourceScrub integratoin and shows us how to better organize and automate your deal origination pipeline through the platform.
DealCloud and FactSet: Fueling efficiency by automating data entry
Whether you work in a private equity, investment banking, asset management, or another capital markets firm, there is an irrefutable reliance on data that is growing with every day, month, and year that goes by. By integrating FactSet’s data into DealCloud DataCortex, capital markets...
DealCloud and PrivCo: Unleashing the power of private company data at your firm
Build more robust third-party data reporting without leaving your pipeline management solution. By unlocking the PrivCo integration within the DealCloud DataCortex, you can now access key analytics and dive deeper into your data within your usual workflow. In this video, we’ll show you...
DealCloud and S&P Global Market Intelligence: Unifying your data to build better workflows
Leverage S&P Global Market Intelligence’s robust data on private and public companies, newsworthy developments, key professionals, industry metrics, and more directly from your DealCloud dashboards through the DataCortex solution. Watch the demo to learn how to populate company and...
DealCloud and PitchBook: Access enhanced analytics directly in your pipeline
Capital markets professionals looking to enhance their current research and insights offerings can augment and support proprietary data directly within their DealCloud pipeline through the use of the PitchBook data integration. In this demo, DealCloud Solutions Engineer Emanuel Mesa shows...
DealCloud and Preqin: Powering fundraising & IR by centralizing capital markets & LP data
DealCloud’s Emanuel Mesa (Solutions Engineer) demos a high-level overview of DealCloud’s Preqin integration and shares how users can utilize this asset to enhance their private markets knowledge base and super-charge their fundraising and investor relations initiatives.
Dun & Bradstreet and DealCloud: Supercharge your decision-making
Financial services firms can leverage D&B company data from within the DealCloud platform through our DataCortex solution. This integration helps keep your firm’s DealCloud records up to date using information about your prospects and clients. With D&B data, your data remains...
FactSet and DealCloud: Providing the financial data professionals rely on every day
FactSet’s best-of-breed company data enables capital markets firms to identify investment opportunities and uncover risk exposure in a timely and reliable manner. For 40 years and through market changes and technological progress, FactSet has offered the deep expertise and expansive...