Practical insights for professional
services firms

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...

The integration of Preqin’s data and intelligence through DataCortex enables DealCloud users to enhance their private markets knowledge base and super-charge their fundraising and investor relations initiatives. Through this partnership, dealmakers can populate DealCloud with...

The integration of PrivCo’s industry-leading intelligence into DealCloud’s DataCortex solution allows clients to accelerate research and build business development pipelines more efficiently. Through this partnership, clients of both DealCloud and PrivCo can leverage real-time data...

By integrating the most up-to-date company, contact, and conference metrics from SourceScrub through DataCortex, firms using DealCloud can supplement their own proprietary CRM data with the SourceScrub dataset. Firms leveraging this integration save time by reducing the burden of manual...

The integration of Sutton Place Strategies (SPS) data and intelligence through DealCloud DataCortex enables deal professionals to leverage actionable transaction and M&A data in their day-to-day deal sourcing and intermediary coverage initiatives. By enabling this integration, firms...

With the integration of S&P Global Market Intelligence and DealCloud, capital markets firms can leverage S&P Global Market Intelligence’s robust, differentiated data on private and public companies, newsworthy developments, key professionals, industry metrics, and more from...

In this in-depth whitepaper, you will learn how to build and implement a successful marketing and communications program that generates incremental opportunities, fosters strong relationships, and strengthens the firm’s brand.

How exactly will investment banks – especially boutiques – weather this storm and prove they are more than just deal shops? Download our guide to learn our top five tips.

Clients – especially business owners and their executive teams – know more, do more, expect more, and it’s an investment banker’s job to meet those expectations by elevating the client experience to a more robust and interconnected process. In doing so, clients will be happier,...