One of the most widely used features of DealCloud is the ability to easily track emails, calendar events, and file attachments from your inbox into the platform using our Add In for Microsoft Outlook. Many firms are also leveraging DealCloud’s Outlook Add In to help manage their pipelines. In working with over 700 clients … Continued
Tag: Pipeline Management
Keeping an eye on the progress of each deal is a necessity in today’s complex investment landscape and is one of the best ways to avoid a deal falling apart unexpectedly. In this article, we examine ways every member of an investment banking team can leverage technology to increase visibility into any given deal cycle, … Continued
Charlottesville, VA (June 20th, 2016) – DealCloud, Inc. announced that Charlottesville, VA-based private equity firm Quad-C has successfully implemented its comprehensive deal management platform. Earlier this year, Quad-C selected DealCloud to implement software that enables the firm to manage front-office processes including fundraising campaigns, deal sourcing, pipeline management, intermediary coverage, and active investments. After a 6-week onboarding process, … Continued
Pittsburgh, PA (May 23, 2016) – DealCloud, Inc. announced today that Private Equity Firm 3 Rivers Capital has implemented DealCloud to manage front office processes including intermediary and lender coverage, deal sourcing, pipeline management, and its portfolio of active investments.