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Webinars

Upcoming WEBINAR

Get to Know DealCloud Resources: Top Resources Available to Your Firm

Thursday, April 9th, 2020 at 12:00pm EST

 

Hosted by Stephanie Fels and Laura Fallone

Click here to register > 

In this webinar, DealCloud’s Stephanie Fels (Senior Director, Account Management) and Laura Fallone (Senior Director, Client Success) will provide an overview of the resources available to DealCloud clients. DealCloud’s team of 75+ professionals are dedicated to supporting our global client base. Situated in many major financial hubs, including New York, Charlotte, San Francisco, and London, the team provides localized support both in-person and virtually.

 

With the experience of supporting over 800 capital markets firms under our belt, our teams ensure that DealCloud platform users are fully equipped for dealmaking and productivity. As the day-to-day needs of our clients changes as a result of the tumult and dislocation in the market, we maintain a robust and reliable support structure for every deal professional we serve. DealCloud facilitates this support model by deploying a regular cadence of product documentation, thought leadership, self-guided and live user trainings, best practices, as well as consultation through our Professional Services offerings.

 

The services made available through our various teams – including Account Management, Client Success, Product Support, Technical Services, and Managed Services – guarantee that our clients have everything they need on-demand and at their fingertips. Even in the current COVID crisis, DealCloud is providing constant support through site health assessments, custom training programs, integration with other systems, and other programming that guide teams of all sizes and strategies on a path to success.

 

As firms are working towards firm-wide adoption of DealCloud’s single-source deal, relationship, and firm management platform, this webinar will serve as an overview of all of the resources made readily available in that pursuit.

Speakers

Stephanie
Fels

Senior Director of Account Management

Laura
Fallone

Senior Director of Client Success

Upcoming WEBINAR

The Connected and Collaborative Private Equity Firm: It’s Time to Modernize the Way You Work

Thursday, April 16th, 2020 at 12:00pm EST

 

Hosted by DealCloud’s Connor Chapman and Richard Fleischman Associates’ John Manganiello and Markel Alayev

Click here to register > 

In this webinar, DealCloud’s Connor Chapman (Director, EMEA Operations) and Richard Fleischman and Associates (“RFA”)’s John Manganiello and Markel Alayev will review the key tenets and capabilities of a fully connected, collaborative, and modern investment management organization.

 

RFA – equipped with over 30 years of experience providing information technology (IT), financial cloud, and cyber-security services to the financial services and alternative investment sectors – will provide actionable strategies to transform the way private equity professionals perform their day-to-day roles. DealCloud and RFA, having many mutual capital markets clients and deep experience partnering on technology transformation projects, will provide insight into the key initiatives private equity firms should execute on in the near- and long-term.

 

The panelists will present the “ACT” framework, which encourages firms of all strategies and sizes to implement technologies that encourage Accessibility, Connectivity, and Transparency. Among the specific topics they will cover include cloud readiness, mobility, single sign-on (SSO), systems integrations and APIs, Outlook/Office and G Suite integrations, data warehouses, and much more.

 

Whether your firm is technologically savvy, currently undergoing a technology transformation process, or feeling the pain of the current COVID-19 crisis and related workplace disruption, this webinar will shed light on the best practices and opportunities for improvement leaders at firms should seriously consider and take action on.

 

Speakers

Connor
Chapman

Director, EMEA Operations

John
Manganiello

Associate

Markel
Alayev

Associate

Upcoming WEBINAR

Get to Know DealCloud DataCortex: Saving Time and Fueling Efficiency with the Power of Data

Thursday, April 23rd, 2020 at 12:00pm EST

 

Hosted by DealCloud’s Max Haskin and FactSet’s Russell Roeber

Click here to register > 

In order to be competitive in today’s modern deal-making landscape, capital markets professionals are orienting their key decision-making activity around a combination of both proprietary and third-party data. In light of this trend, DealCloud and FactSet have announced a partnership in which FactSet’s leading financial market data can be leveraged through DealCloud’s DataCortex product.

 

On this webinar, DealCloud’s Max Haskins (Head of Client Solutions) will be joined by FactSet’s Russell Roeber (Content and Technology Solutions Specialist) to discuss the partnership and actionable ways dealmakers can leverage FactSet’s data from within the DealCloud platform.

 

Whether you work in a private equity, investment banking, asset management, or another capital markets firm, there is an irrefutable reliance on data that is growing with every day, month, and year that goes by. By integrating FactSet’s data into DealCloud DataCortex, capital markets professionals are able to search and query FactSet’s data in real-time without ever leaving the DealCloud platform.

 

Throughout the session, the panelists will showcase ways that modern dealmakers can act more quickly and confidently through modern data verification methods, data visualization strategies, and expert reporting and analysis. They will also provide step-by-step instruction on ways to both save time and reduce the administrative burden associated with data entry (a pain point felt by all deal professionals globally).

Speakers

Max
Haskin

Head of Client Solutions

Russell
Roeber

Content and Technology Solutions Specialist

Past WEBINARs

Get to Know DealCloud Implementation: The People, Procedures, and Plans You Need to Make Roll-Out a Success

Thursday, April 2nd, 2020 at 12:00pm EST

 

Hosted by Andrew D’Epagnier and Erin Guinan

Click here to read our full write-up of the discussion >

 

Click here to listen to the full recording > 

In this webinar, DealCloud’s Andrew D’Epagnier (Sr. Director of Implementation Services) and Erin Guinan (SVP of Professional Services) will provide an overview of the implementation process that capital markets firms go through when becoming a DealCloud client. With experience completing implementations virtually, alongside cross-functional teams, and across multiple time zones, we have a tried-and-true playbook to share.

 

Investing in technology – no matter the size or strategy of a firm – can be a daunting task. Just as there’s a ton of pressure and stress involved in the final stages of closing a transaction, there’s typically a lot riding on the success (or failure) of an internal technology roll-out. With over 800 successful implementations under our belt, and with dozens of firms going live every day despite COVID-19 disruptions to “business as usual,” the team at DealCloud has compiled several best practices that lead to a successful implementation process.

 

In this webinar, we will review the “personalities” you’re sure to run into in the process, the key people to have involved, the main procedures your firm should expect to undergo, as well as the challenges you can plan for.

 

Whether you’re considering becoming a DealCloud client, or you’re kick-starting implementation shortly, this session will help your implementation project go as smoothly and successfully as possible.

Speakers

Andrew
D’Epagnier

Sr. Director of Implementation Services

Erin
Guinan

SVP of Professional Services

Get to Know DealCloud Dispatch:
The Marketing and Communications Platform Built for the Capital Markets

Thursday, March 26th, 2020 at 12:00pm EST

 

Hosted by Max Haskin and Dan Hammaker

 

Click here to read our full write-up of the discussion >

 

Click here to listen to the full recording > 

In this session, DealCloud’s Max Haskin, Head of Client Solutions, and Dan Hammaker, Director of Product Management, will provide an overview of Dispatch, our fully integrated marketing solution.

 

To compete in the crowded capital markets, firms must announce their successes, advertise their strike zone, and establish their credibility at every opportunity. With Dispatch, you can send sophisticated and branded communications to your key institutional relationships — including deal announcements, industry analysis/reports, press releases, fundraising communications, promotion and new-hire announcements, event invitations, holiday cards, newsletters, and much more.

 

It’s more than just distribution: You’ll also collect the engagement metrics on each campaign and better understand the ROI of your marketing activities. Submissions captured in Dispatch webpages and webforms flow seamlessly into DealCloud to be capitalized on in real-time, as well.

Speakers

Max
Haskin

Head of Client Solutions

Dan
Hammaker

Director of Product Development

Private Markets Outlook for 2020 and Beyond: Trends to Watch

Wednesday, December 11th 2019 at 12:00pm EST

 

 

 

Click here to read our full write-up of the discussion >

 

Click here to listen to the full recording > 

In an increasingly competitive private markets climate, 2020 is sure to present investors, lenders, corporate buyers, M&A advisors, and other dealmakers with challenges. In this webinar, Private Equity International Editor Isobel Markham spoke with several leading dealmakers, fund managers, and technology experts who have unique perspectives on the factors that will impact the market most heavily.

 

Based in part on data and findings from the Hamilton Lane 2019 Market Overview, the panelists and moderators discussed and contextualized several key metrics to watch as dealmakers prepare for 2020 and beyond. They also provided insight into the key technology initiatives that best-in-class firms are instituting to ensure value creation and organizational excellence.

Speakers

Chris
Gaffney

Co-Founder & Managing Partner

Griffith
Norville

Principal

Rick
Kushel

CEO

Isobel
Markham

Editor

Webinar Moderator

Speakers

Chris
Gaffney

Co-Founder & Managing Partner

Griffith
Norville

Principal

Rick
Kushel

CEO

Isobel
Markham

Editor

Webinar Moderator

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