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Credit & Leveraged Finance

Global capital markets participants rely on lenders and credit advisory firms to provide flexible, readily available, and innovative financing solutions. Because of this, lending firms are tasked with developing relationships with a wide array of professionals at every stage of the transaction lifecycle. Without the right technology platform in place, lenders and credit advisors are at risk of losing those relationships or letting them grow stale.

 

By creating a single source of truth for all information regarding deals, relationships, and funds, DealCloud has enabled debt capital markets (DCM) participants to operate more efficiently and strategically.

 

Our technology was built exclusively for the financial services market. To its core, DealCloud believes that every firm is unique and should have the power to configure each of its systems and processes into one, unified technology platform. We’re proud to deliver these solutions to debt providers of all shapes and sizes, ranging from high-volume, small-business lending firms to the firms that make headlines with blockbuster deals.

From strategy to execution

Lenders need the freedom and flexibility to pivot from deal to deal, relationship to relationship. That’s why best-in-class debt capital firms leverage DealCloud’s platform to more effectively deploy capital and grow their practices:

 

  • PRIVATE COMPANY MONITORING
  • BUSINESS DEVELOPMENT ACTIVITY TRACKING
  • SPONSOR AND BANKER COVERAGE
  • INDUSTRY ANALYSIS
  • TRAVEL PLANNING
  • DEAL MARKETING
  • DEAL AND LEGAL DOCUMENT MANAGEMENT
  • COMPLIANCE AND RISK MANAGEMENT
  • TIME TRACKING

Want to learn more about our solutions for credit and leveraged finance?

Download our one-pager.

 

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Outcomes

 

 

  • Grow and maintain relationships
  • Achieve better market coverage
  • Enhance forecasting capabilities and pipeline visibility
  • Stay compliant and mitigate risk

  • Streamline business development activity management
  • Heighten transparency across team members
  • Increase the likelihood of a closed deal
  • Execute deals more efficiently

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“DealCloud’s understanding of the deal process and CRM needs of investment teams is unique. Park Square has deep relationships across the market and the ease of day-to-day use and out-of-the-box reporting has significantly improved the way we manage these relationships.”

Andrew Haywood

“DealCloud’s robust technology backbone, customizable interfaces, elegant design and outstanding customer service stand out. DealCloud has quickly become a critical part of our overall development and deal management efforts. We’ve only scratched the surface on other value-add ways we’ll ultimately utilize DealCoud’s capabilities in areas like fundraising and portfolio management.”

David Duke

“Our firm prides itself on always closing deals on time, having a system in place which ensures our team can work with our clients in the most efficient manner.”

Afsheen Ali

“By giving us a centralized view of our relationships and highlighting opportunities, DealCloud allows us to continue our history of successfully partnering with portfolio companies & investors through all market cycles.”

Greg Racz

“As a middle market lender, it’s imperative that we maintain strong relationships with both the buy- and sell-side. DealCloud DataCortex gives us a birds-eye view of ongoing developments in the market so that we can streamline and focus our deal sourcing and business development efforts.”

Jeremy Simmons

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