DealCloud Differentiator: Dispatch

Differentiators

Many firms in the private capital markets don’t “get” the value of marketing, and it’s understandable why. Most groups send occasional newsletters and deal announcements but are stuck trying to understand marketing’s ROI using tools built to optimize e-commerce sales. More progressive firms, meanwhile, hire marketing teams and buy them third-party tools, only to see … Continued

DealCloud Differentiator: Business Card Scanner

Differentiators

Just attended a meeting or conference and got a stack of business cards and want to add them to DealCloud? Don’t want to type in all of the contact details for each person? We’ve got your solution.   DealCloud‘s mobile app offers lots of great features like configurable and mobile optimized views,  robust type ahead … Continued

Pivot Around Your Data… Without Pivot Tables

Differentiators

Have you ever wondered which industries your Northeast deals tend to fall in? What about the most common source of all deals your firm passed on last quarter?   To answer questions like these, most firms enlist an analyst or two to combine a few spreadsheets, build pivot tables, and then translate those tables into … Continued