Practical insights for professional services firms

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,...

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.

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...

Read our guide on building a strong foundation of data integrity to promote better decision making in financial firms.

Read this review of M&A transaction deal stages to learn how dealmakers can better navigate the transaction process.

Read our guide to why commercial real estate (CRE) firms require unique, purpose-built pipeline management solutions.

Learn how DealCloud Conflicts can help streamline your firm’s sanctions screening strategy to mitigate overall risk and compliance.

DealCloud built an extensive suite of relationship management solutions designed with features that deliver meaningful outcomes.

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...

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, 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...

As part of a broader technology transformation, Lionpoint was engaged to lead a CRM for private equity selection and implementation.

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.

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...

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...

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...

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’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.

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’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...

Through DataCortex, DealCloud clients can access, link, and visualize data from complementary data partners, all without leaving the DealCloud platform. Our clients use DataCortex to position powerful and curated data alongside DealCloud’s best-in-class relationship and pipeline...