DealCloud Q4 2018 Insights

Press & News
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Client Announcements 

Bishopsgate Corporate Finance, one of the UK’s leading independent corporate finance Bishopsgate Corporate Finance logo blogboutiques has selected DealCloud


WP Global Partners, a private markets firm focused on investing in operWP Global Partners logoating companies with enterprise values under $250 million via both direct and fund vehicles across both private equity and private debt strategies, has implemented DealCloud.

Bridgepoint Investment Banking, a leading Midwest middle market investment bank bridgepointibanking-logo good.pngproviding merger, acquisition and capital raising services, has deployed DealCloud.

ShoreBridge Capital Partners, an advisory and merchant banking firm focused on ShoreBridge logo.pngalternative investments, goes live on DealCloud. ShoreBridge provides clients with strategic advisory, capital raising and deal execution services, combining fundamental research and analysis with our extensive network of investor relationships.

Featured News

DealCloud featured in the Wall Street Journal

“Now that capital has poured into private equity and competition for investments has intensified, these firms are starting to turn to data analytics to gain an edge in finding deals or ruling them out.”


Company News

Acquisition expands Intapp’s industry cloud for the professional and financial services markets

DealCloud is very excited to announce its acquisition to continue Intapp’s mission to create a vertical industry platform for the professional services sector.


Upcoming Events

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

SuperInvestor, Tuesday-Friday, November 13th-16th, Hotel Okura, Amsterdam
Rainmaker Miami Summit, Thursday -Friday, November 15th-16th, Miami Beach, FL

Blog Insights

DealCloud Differentiator –  Advanced Search  
Looking for that one company that you saw a teaser for, but can’t remember its name or the banker who showed it? You need Advanced Search. Find out more from DealCloud solution architect Sagar Shukla.

Credibility: Where Reputation Meets Deal Origination
With the continuing influx of newly raised capital, some private equity firms might find it hard to differentiate themselves in a buyers crowd. Find out how technology can help improve your firm’s reputation.

Top Three Tips for Increasing Transparency Across Your Firm
Two people calling the same person not knowing about each other’s calls? Losing deals because you didn’t know the full history or past relationship with someone? It happens more often than you think.

Are Your Sponsor Relationships Growing Stale?
Four ways for investment bankers to perform a “sponsor relationship health” self-assessment aimed to kick-start business development efforts as we head into the busy season.

Three Marketing Basics for Investment Banks Looking to Kickstart Dealflow 

Even if you don’t have a dedicated business development or marketing manager at your firm, simple marketing efforts are effective in helping your firm stay top of mind in a crowded, competitive marketplace.

Best Practices for planning your business travel with DealCloud                         

Hitting the road this fall to source new deals or attend a conference? DealCloud Account Manager Kyle Valenti explains how you can harness your firm’s data to help plan your travel.

Top Seven Tips for Creating a Cross-Functional CRM Strategy                               

“What are other clients doing?” and “How do we get up and running?” are the two most popular questions we hear from firms interested in implementing a system. We spoke with dozens of clients about their tips and compiled a list.

To read more DealCloud Insight click here.


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Sarah Goldfuss

Related Posts:

DealCloud Appoints James Brierley as Solutions Engineer for EMEA DealCloud & Intapp Featured in Business Insider DealCloud Dealmaker Pulse Survey Featured in PE Hub