Three Actionable Ways Market-Leading Lenders Leverage Technology Today

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What are some of the ways lenders leverage technology to originating deals, managing relationships, and working efficiently? The capital markets industry seems ready to leave COVID and the disruption that it’s caused behind, but what will the way forward look like for dealmakers?   In our recent webinar, DealCloud’s James Brierley (formerly of Park Square … Continued

Top Five Ways to Use Private Company Data in your CRM

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Generic deal-focused databases largely ignore private company data. Dealmakers need a deal and relationship management platform that enables them to access private company data directly in their CRM. With DealCloud’s third-party data integration solution, DataCortex, dealmakers can easily access proprietary and third-party data through DealCloud data partners such as PrivCo, to turn their data into … Continued

Key Dealmaking Trends for Capital Markets Firms to Take into 2021

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What is on the horizon for capital markets dealmaking for 2021? DealCloud’s Fall 2020 Dealmaker Pulse Survey polled dealmakers to gain key insights into how capital markets firms are dealing with the effects of the global pandemic and thinking about opportunities for the fourth quarter, next year and beyond.   In our recent webinar, Dealmaker … Continued

A Single Source of Truth is No Longer Just a Nice to Have

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Whether your firm’s culture leans toward intelligence sharing or if most folks keep their information close to the chest, a centralized deal and relationship management platform can inherently change the transparency paradigm.   As firms adjust to the new normal, a single source of truth is no longer just a nice-to-have item, but a necessity. … Continued

What We Learned at DealCloud Connect20

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From October 27 to 29, Intapp hosted Connect20. For the DealCloud Connect track, we assembled leaders from the capital markets and investment banking industries to talk about the accelerated technological transformation we’re witnessing as a result of the global pandemic, and to offer thoughts on the future. Here are a few highlights of what we … Continued

Why a CRM is Essential for Real Estate Debt Investors

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As the private real estate debt market has grown in the wake of the 2008 housing crisis, so has the need for a technology solution like DealCloud that can differentiate lenders from their competition. According to S&P Global, global fundraising by private real estate credit funds has grown from $5.1 billion in 2010 to $33.3 … Continued

4 Reasons Why Dealmakers Need a Best-in-Class CRM

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As a verticalized deal relationship management solutions software, DealCloud leads as the capital market technology software.  DealCloud has the ability to cater and meet the unique needs of each firm while managing complex relationships and deal structures of the capital markets with their best-in-class CRM platform for dealmakers.  DealCloud has learned the ins and outs … Continued

Software for Limited Partners: 3 Must-Have Dashboards

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What kinds of software do limited partners need? Best-in-class limited partners and institutional investors watch the market diligently and manage relationships with general partners (GPs) expertly, and have long demanded greater transparency and accountability from private equity investors. Many LPs have placed an increased emphasis on environmental social good (ESG) and corporate social responsibility (CSR) … Continued

Key Features to Look For in an Investment Banking CRM

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Complex market dynamics demand that modern-day investment bankers and M&A advisors be increasingly agile. Without the right tools and technology at their disposal, buyer identification is arduous, due diligence tends to be slower, and getting the deal to close is much harder. While not all generic CRM platforms may be able to diminish the concerns … Continued

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