Skopos Impact Fund Selects DealCloud

New Client Announcement

  The Skopos Impact Funds, part of Anthos Fund and Asset Management, has selected DealCloud for its Skopos II Impact fund. The initiative, backed by a large European single-family office, seeks to propel social and environmental change in lock-step with commercial returns, with a focus on the Circular or Closed Loop Economy thematic in Europe … Continued

DealCloud Differentiator: “Connect” at our 2nd Annual Client Conference

Differentiators

Dealmakers are no strangers to conferences and events, and among some, attending them regularly is “just a cost of doing business.” Over a year ago, we set out to host a completely different kind of conference – one where dealmakers could do more than just meet new people and get new dealflow. We created DealCloud … Continued

CBPE Capital Selects DealCloud

New Client Announcement

CBPE Capital – a London-based private equity firm – has selected DealCloud. The firm focuses on six key sectors: business services, consumer and leisure, financial services, healthcare and pharmaceuticals, industrials, and technology. “We selected DealCloud for its simplicity of use and versatile functionality,” says Jolyon Latimer, Partner at CBPE. “The platform is intuitive and will … Continued

3i Group Selects DealCloud

New Client Announcement

3i Group – an international investment company focused on private equity and infrastructure in northern Europe and North America – has selected DealCloud as its CRM and investment pipeline system. The firm’s investing offices are in London, Paris, Frankfurt, Amsterdam, and New York. 3i focuses on investment opportunities across private equity and infrastructure where its … Continued

5 Tips for Kick-Starting CRM User Adoption

Blog

Successfully implementing a new CRM or fund management platform is no small feat – it requires planning, foresight and strategy. Once the implementation is complete and users begin to access the platform, the real work begins: adopting the technology and integrating it into your day-to-day work. In fact, the majority of capital markets firms we’ve … Continued

Inputs and Outputs: What Sponsor Coverage Data Should Investment Banks Be Tracking?

Blog

Gone are the days of the simple “buyer, seller, advisor” deal. The beauty pageants seem never-ending: after competing with potentially dozens of other intermediaries (including CPAs, Main Street brokers, lawyers, etc.) to win an engagement, bankers are tasked with navigating the vast investor/buyer pool. To make matters even more complicated, new sponsors enter the market … Continued

Blue River Financial Deploys DealCloud

New Client Announcement

Blue River Financial Group (“Blue River”), a middle market merger and acquisition advisory firm, has deployed DealCloud. “Blue River has decided to deploy DealCloud to have clear and instant visibility on our data. Allowing us to set up processes which track the success of our deals in a coherent way of both buy-side and sell-side,” … Continued

DealCloud Differentiator: “Work on Behalf of”

Differentiators

Constant traveling and days filled with meetings have long plagued the private equity, investment banking, corporate development, and lending industries. When face time is high, screen time tends to be low… and the first thing that falls by the way-side is updating and maintaining records in your CRM. Luckily, that intellectual capital can now be … Continued

The Raine Group Chooses DealCloud

New Client Announcement

Jersey City, NJ | April 1, 2019: DealCloud, a single-source deal, relationship, and fund management platform, today announces that The Raine Group, a global merchant bank focused exclusively on technology, media and telecommunications, has chosen to deploy DealCloud. The Raine Group has offices in New York, San Francisco, Los Angeles, London, Shanghai, and Mumbai. DealCloud’s … Continued

Brentwood Associates Deploys DealCloud

New Client Announcement

Brentwood Associates, a leading consumer-focused private equity investment firm with a 30-year history of investing in leading middle-market growth companies, has deployed DealCloud. “We were diligent when selecting an information solution to power the future of deal origination and execution for Brentwood,” says Craig Milius, Managing Director at Brentwood Associates. “In the end, only DealCloud … Continued