case study
FMI Capital Advisors Implements DealCloud’s Configurable Platform to Address Complex Deal Flow Structure
FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows.
case study
NGP Energy Capital Management Enlists DealCloud to Build a Flexible, Connected, and Transparent CRM Solution
NGP Energy Capital Management desired a flexible, easy to use, purpose-built, industry-specific CRM solution that could enable data to be leveraged firmwide.
case study
Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution
Raymond James needed to find a configurable, enterprise-grade system that could be used across the entire investment bank and act as the central hub for all deal and relationship management.
case study
FSN Capital Selects DealCloud to Improve Firm Connectivity, Transparency, and Sourcing and Deal Processes
We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.
case study
DealCloud Helps PAI Partners Perform More Advanced Analytics and Formalize Deal and Relationship Management Functions
When it came time to formalize the deal and relationship management functions at the firm, PAI Partners knew they needed a system that was built for their specific purposes.
case study
J2 Global Leverages DealCloud to Enhance Deal Flow and Efficiently Manage Deal and Corporate Development Activity
The J2 Global Corporate Development team needed a more efficient way to manage its pipeline and deal flow.
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DealCloud Enables Sterling Organization to Increase Collaboration and Accelerate Deal Management Process
The Sterling Organization investments team needed a more collaborative and efficient solution for deal and relationship management.
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FPE Capital Builds a Stronger, Connected Firm with DealCloud’s Integrated Platform
Growth equity investor, FPE Capital, needed a solution to seamlessly share activities and knowledge across their firm.
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Gerald Edelman’s Deal Advisory Team Turns to DealCloud to Systematically Track Deals and Relationships
For the Deal Advisory team at Gerald Edelman, having a single source of truth for all deal and relationship data for every client and client project was imperative.
case study
DealCloud Technology Addresses Unique Financial and Deal-Making Needs of Cassel Salpeter & Co.
This boutique investment bank was seeking the right CRM solution to fit its unique needs.
case study
DealCloud Provides Purpose-Built Deal and Relationship Management Platform for Atlantic Street Capital
Private equity firm, Atlantic Street Capital, needed a technology to track and manage everything from deal sourcing to fundraising to business development.
case study
Kayne Anderson Real Estate Uses DealCloud to Optimize Productivity, Streamline Deal Execution Process, and Increase Transparency
The real estate investment firm wanted to optimize productivity, streamline the deal execution process, and increase transparency across data outputs to execute on deals more effectively.
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Riverside Adopts DealCloud to Streamline Operations, Contain Overhead Costs, and Deliver Better Business Outcomes
This investment management firm was seeking a solution to streamline operations and improve business outcomes.
case study
Hamilton Lane Consolidates Data and Improves Relationship Management with DealCloud Platform
This alternative investment management firm needed a better solution to stay informed in real-time and formalize relationship management data.
