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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.

Read on dealcloud.com

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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.

Read on dealcloud.com

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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.

Read on dealcloud.com

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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.

Read on dealcloud.com

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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.

Read on dealcloud.com

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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.

Read on dealcloud.com

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case study

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.

Read on dealcloud.com

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case study

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.

Read on dealcloud.com

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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.

Read on dealcloud.com

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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.

Read on dealcloud.com

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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.

Read on dealcloud.com

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case study

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.

Read on dealcloud.com

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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.

Read on dealcloud.com

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