Bridgepoint Investment Banking Deploys DealCloud

New Client Announcement

Bridgepoint Investment Banking (“Bridgepoint”), a leading Midwest middle market investment bank providing merger, acquisition and capital raising services, has deployed DealCloud.

WP Global Partners Implements DealCloud

New Client Announcement

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 Selects DealCloud

New Client Announcement

Bishopsgate Corporate Finance (“Bishopsgate”), one of the UK’s longest established independent corporate finance boutiques has selected DealCloud.

DealCloud Fall 2018 Events

Press & News

DealCloud will be participating and exhibiting at the following upcoming events for Fall 2018, we hope to see you there:

Top Three Considerations For Categorizing CRM Contacts for Dealmakers

Blog

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 Selects DealCloud

New Client Announcement

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