Join Cobalt and DealCloud on Thursday, November 29th in Boston, for a networking dinner and roundtable discussion on the evolving role of data for private fund managers and the key trends for 2019.
Marquis, a Plano, Texas-based fintech company that is focused on getting results for over 700 financial institutions nationwide has deployed DealCloud.
ShoreBridge Capital Partners (“ShoreBridge”), an advisory and merchant banking firm focused on alternative investments, goes live on DealCloud.
Bridgepoint Investment Banking (“Bridgepoint”), a leading Midwest middle market investment bank providing merger, acquisition and capital raising services, has deployed DealCloud.
Last week, DealCloud hosted a delegation from BANKSETA International Executive Development Program in our Charlotte, NC offices.
WP Global Partners, a private markets firm based in Chicago, has implemented DealCloud, migrating from Salesforce.com for its fund and direct deal flow.
Bishopsgate Corporate Finance (“Bishopsgate”), one of the UK’s longest established independent corporate finance boutiques has selected DealCloud.
DealCloud will be participating and exhibiting at the following upcoming events for Fall 2018, we hope to see you there:
CRM systems serve private equity and investment banking firms of all shapes and sizes by helping them better navigate and organize their various business development efforts and initiatives. One CRM strategy that we see being used increasingly by deal professionals is relationship categorization, or “tiering.” This strategy has proven to be successful because it … Continued
Route 2 Capital Partners (“R2CP”), a South Carolina-based private investment firm, selects DealCloud. R2CP recently announced the initial closing of Route 2 Capital Partners SBIC, L.P. and is actively pursuing junior capital investments across the southern U.S. R2CP was founded in 2017 by a senior team of investment professionals and is led by Scott Kester, … Continued