How a 360-Degree Client View Will Help Grow Your Investment Banking Business

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According to a recent article from Deloitte, “Banks’ competitive advantages should continue to be their ability to manage risk and complex financial matters, conducting business in a highly regulated market, driving innovation to serve client needs, protecting clients’ privacy, and maintaining trust, all at scale. No matter what, banks will remain trusted custodians of customers’ … Continued

2019: DealCloud’s Year in Review

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Happy New Year! To celebrate, we’re taking a look back at our growth and major milestones in 2019.   Thank you to our clients, our partners, and the DealCloud team for making it possible! Get in touch with our team and to learn more about working with us in 2020.  

Tis the Season for Giving: An Inside Look at DealCloud’s Holiday Campaign

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For the second year in a row, DealCloud partnered with Daymaker, an online giving platform, to spread holiday cheer to children across the United States.  The wish lists of many children go unfilled each year as their families are not in a position to buy the toys many kids receive, so we held a friendly … Continued

The Ultimate Holiday Reading List for Dealmakers

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Here at DealCloud, we’re gearing up for our first Book Club meeting of 2020. Over the last three years, we’ve discussed a podcast on customer service, dove into the “wild west” that is Silicon Valley with books like Chaos Monkey, took a deep dive into the world of Elon Musk, and as our client base … Continued

Scrap the Spreadsheets: How to Successfully Migrate Data and Transfer Knowledge in Financial Services Firms

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Historically, capital markets firms have operated by using spreadsheets, emails-as-a-filing-cabinet, back-of-napkin notes, memos, and people’s memories. Now, these same firms are looking introspectively to expose their own internal operational shortcomings, as well as the opportunities that lie within the margins. Further to this point, we have surveyed over 2,500 private equity firms (non-clients), and over … Continued

Performance, Competition, and Technology: Private Markets Trends to Watch in 2020 and Beyond

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In an increasingly competitive private markets climate, 2020 is sure to present investors, lenders, corporate buyers, M&A advisors, and other dealmakers with challenges. In a webinar (full recording found here) hosted by DealCloud yesterday, Private Equity International Editor Isobel Markham sat down with Christopher Gaffney of Great Hill Partners, Griffith Norville of Hamilton Lane and … Continued

How to Stress Test Relationships as Mega Funds Move Down-Market

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According to data provider Refinitiv, “private equity buyouts and investments with a price tag below $500m are at a record [high], and now account for more than 30 percent of the industry’s dealmaking by value, the highest level in almost a decade.” While several blockbuster deals have captured the attention of the news media, the … Continued

Product Update: Fall 2019 Updates and Enhancements

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DealCloud is intently focused on delivering valuable support and innovative solutions to our growing client base (now over 700 and counting worldwide). We do this by constantly enhancing our platform’s capabilities and by listening closely to the messages that come to us from our clients across the globe.   To this end, we’ve held more … Continued

Coverage 101: Why Lender Relationships Matter to Private Equity Firms

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Leverage remains a huge contributor to getting deals done and producing attractive investment returns. And private equity firms are getting better and better at analyzing given the market data made available by firms like Sutton Place Strategies, who recently released their Q2 Mezzanine Market Perspective. In addition to highlighting several notable transactions, the report found … Continued

Best Practices for the Modern, Data-Driven Private Equity Firm

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How third-party data can deepen intelligence, and the importance of data stewardship, by Preqin and DealCloud. This article was originally published on the Preqin website.    Every private equity fund manager has come to terms with the importance of data; both the game-changing potential of good data and the pitfalls of poorly managed data. However, … Continued

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