Best Practices for Leveraging Data that Yields Deeper Intermediary Intelligence

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A key element of any private equity firm’s strategy is sourcing deals, which is often done through an advisor such as an investment bank or corporate finance firm. In fact, many private equity firms source certain industry- or size-specific deals from intermediaries that specialize in those categories. But few PE firms actually see a return … Continued

The Power of Business Intelligent Thinking for Sell-Side M&A Advisory

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Successful sell-side M&A/corporate finance advisory engagements depend on connecting your client to the most interested and high-powered buyer. For any given transaction, there are thousands of potential strategic investors and financial sponsors that could purchase the business you are representing. How do you narrow the options down to the few buyers that are most relevant … Continued

The Power of Business Intelligent Thinking at Capital Markets Firms

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Machine learning (ML) and artificial intelligence (AI) are buzzwords you likely hear every day from service providers, competitors, and colleagues. But without a computer science degree, how can you use these principles to generate more value for your business and stakeholders?   At DealCloud, we believe the answers lie with the concept of “Business Intelligent … Continued

A Day in the Life at DealCloud’s Charlotte Office

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It’s been nearly one month since we opened our new DealCloud Intapp offices in Charlotte, NC and the experience has been super! From a bright, airy setup with lots of open spaces, ample snacks to satisfy any craving, and gorgeous city views, our team is loving their new workspace, which is helping them up the … Continued

Three Alerts Every Private Equity Professional Needs in Their Inbox

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You’d be hard-pressed to find a capital markets professional that hasn’t had a strategic off-site or other meeting where the investment thesis is aligned and agreed upon, just to have it forgotten weeks later. The reason this phenomenon is so common amongst private equity and other investment professionals is that very few firms implement technology … Continued

The Modern Dealmaker’s Secret Weapon

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If you were taking a crash course in M&A or private equity, or if you spoke with a professional in the industry, you’d likely hear all about “the importance of business development.” In fact, the term “business development” has become so commonly used in the market that it’s almost taken on a life of its … Continued

5 Tips for Kick-Starting CRM User Adoption

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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?

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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

2 Buy-and-Build Trends to Watch, and How to Track Each in Your CRM

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For the 10th year in a row, Bain & Company has released its Private Equity Report, which serves as a “state of the state” for many capital markets participants of all shapes and sizes. While many would argue that the private equity landscape has remained largely the same (competitive, fragmented, etc.) over the past decade, … Continued