Practical insights for professional
After investing time and energy into retrofitting a generic system that only marginally fit the firm’s needs, it became clear to the Boyne Capital team that they required industry-specific technology.
Stephens bankers recognized they needed a highly configurable platform that could be customized to fit the firm’s specific deal and relationship management processes, which led them to implement DealCloud.
KPMG Corporate Finance in the U.K.
As the leading mid-market M&A advisor in Europe, transacting more deals per year than any competitor, the KPMG CF team knew it was important to utilize a technology tailored specifically to the needs of M&A processes — technology that would centralize and democratize...
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.