DealCloud Q3 2018 Insights

Press & News
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Client Announcements 

Route 2 Capital Partners, a South Carolina based private investment firm selects Route 2_logoDealCloud. R2CP recently announced the initial closing of Route 2 Capital Partners SBIC, L.P. and is actively seeking mezzanine and equity capital investments across the southern U.S.

Investment banking firm Cassel Salpeter & Co. has selected DealCloud’s technology Cassel Salpeter & Co. logo.jpgsolutions to support its work in the areas of mergers and acquisitions, capital raising, and valuations. “We attribute our success in great measure to equipping our team with the industry’s best resources,” President Scott Salpeter says.

Edgemont Capital Partners, a leading healthcare investment banking firm providing Edgemont blog logo.jpgmergers and acquisition advisory services to healthcare services, life sciences services and healthcare (HCIT) information technology companies in the middle market is leveraging DealCloud.

Featured News

Pipeline Velocity: How Investment Banks Use Technology to Work Faster and Smarter
Achieving velocity in your pipeline requires customization, speed and accuracy: that’s why it simply doesn’t make sense to manage deal processes in Excel


Top Three Ways to Institute a More Meticulous Investor Relations Function

Today’s Investor Relations teams are tasked with wearing many hats, such as asset class expert, marketing/communications specialist, relationship/business development whiz and risk manager – all at once.


Top Three Considerations For Categorizing CRM Contacts for Dealmakers
Do you rank or tier your key relationships? Many of our clients do. Find out the top three considerations for firms looking to roll out, or update, a categorization strategy for their relationships.


Company News

DealCloud hosts 1st Annual Client Summit
DealCloud was proud to connect over 200 Private Capital Market professionals including Investment Bankers, Lenders, Private Equity Investors and Corporate Development deal makers.

DealCloud announces global expansion, opening of EMEA Headquarters
Supporting a rapidly growing client base in the region, DealCloud now provides implementation services, client support, and account management through a dedicated team based out of the London office.
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DealCloud adds 100th New Client of 2018
DealCloud was honored to add its 100th new client of 2018. Thank you to all of our clients for allowing us to support their business and deal-making activities.
Read More

Upcoming Events

DealCloud will be present at the following events, hope to see you there

6th Annual Deal Crawl Conference, Wednesday – Thursday, September 12th – 13th, Charlotte, NC
The UK Private Equity Conference 2018, Friday, September 14th, London, UK
The Annual Private Equity Europe Forum, Tuesday – Wednesday, September 18th-19th, London UK

Blog Insights

Top Three Best Practices for Lender Coverage 
For a more complex deal, new lending relationships become necessary very quickly. Learn three cornerstone best practices for initiating and maintaining an effective lender coverage program at firms of all sizes.

DealCloud Differentiator – Push Button Tear sheets
Running a firm pipeline, buyers list report, or fund raising status? DealCloud’s Max Haskin explains how easy it can be with push button tear sheet creation. Read how.

The More Dealmaking Changes, the More It Stays the Same
Having a competitive advantage starts with understanding the landscape. We take a look at both what’s changing in the capital markets, and what trends remain a constant in the world of M&A. Learn more.

Managing your pipeline using DealCloud’s Outlook add-in 
One of DealCloud‘s most popular features is its connectivity with Outlook. Account Manager Kyle Valenti explains how to best to use DealCloud & Outlook to manage your pipeline. See how DealCloud is different.

To read more DealCloud Insight click here.

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Sarah Goldfuss

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