Panel discussions and thought leadership sessions

DealCloud sits at the intersection of technology and finance, so our Insights event program highlights the latest trends and changes across those industries. Through panel discussions, roundtables, and other events, we assemble the best and brightest minds in the industry who have best practices, tips, tricks, and insights to share.


Hosted all around the globe, DealCloud Insights events aim to inform market participants on the changing world of the capital markets and engage our clients with meaningful market commentary.


For more information about our Insights event program, or to inquire about speaking at an upcoming event, please contact

Join DealCloud for an Insight Session on how Private Capital Markets professionals are maximizing their Coverage Model to protect key relationships and build intellectual property.


  • When: February 12, 2020
  • Where: Del Friscos, ATL



See below for a list of panel discussions we have hosted with industry partners! 





The Private Equity Lifecycle


  • THURSDAY, APRIL 18  2019


Co-hosted with Maestro this roundtable discussion covered the leading best practices for adding value and efficiency into every stage of the deal lifecycle through technology.


Embracing Technology to Meet the Changing Needs of the PE Market


  • THURSDAY, MARCH 28, 2019


A breakfast discussion on how technology is helping firms innovate their workflows in response to increasing competition and shrinking margins. This session was co-hosted with Alvarez & Marsal and Cobalt GP,  our insights parters. The roundtable featured  John Blaine, VP of Sales at Cobalt GP, Cole Corbin, Senior Director at Alvarez & Marsal, Saar Menachemi, SVP of Client Development & Marketing at DealCloud, and Drew Pearson, Managing Director at General Atlantic. 



Institutionalizing Data in the Private Markets: The New Frontier 




A panel discussion examining the evolving role of data for private fund managers – and key trends for 2019.  The panel featured Griffith Norville, Principal at Hamilton Lane, Jonathan Holmes, Chief Financial Officer at BV Investment Partners, Kirsten Ahearn,  Director of Communications and Investor Relations at Charlesbank Capital Partners, and Ali Dowd, Vice President at Thomas H. Lee Partners.