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Webinars

Upcoming WEBINARs

ACG Getting Deal Done in the “New Normal”  Series 1: Deal Sourcing

Tuesday, July 14th, 2020 at 10:00am ET

 

Click here to register >

ACG Boston is hosting Getting Deals Done in the “New Normal,” a virtual event series throughout the summer to provide guidance on changes to the M&A process brought on by the COVID-19 pandemic, and foster discussion about how dealmaking may not only look different in the months ahead, but more permanently going forward. Topics will include Deal Sourcing, Going to Market and Valuation, Back-End Diligence and Closing.

Session 1: Deal Sourcing:

The event will begin with a brief introduction and overview of the current deal sourcing environment, followed by a panel discussion of private equity investors and investment bankers sharing their boots-on-the-ground efforts & strategies for sourcing deals, current challenges they’re seeing that will impact those efforts in the coming months, and what they anticipate changing in the future, both short-term and permanently, as we continue to navigate through the post COVID-19 “new normal.” Following the panel, speakers and attendees will be broken into small group breakouts to further discuss their perspectives and questions among peers.

Andrew T.
Greenberg

CEO

Ben
Howe

Co-Founder & CEO

ACG GrowthTV

Amit
Lalwani

SVP of Global Business Development

Danielle
Lussier

SVP, Relationship Manager

Webinar Moderator

Gus
Phelps

Principal

Cobalt PE 3.0: Digital Transformations in Private Capital 

Wednesday, July 22nd, 2020 at 11:30am ET

 

Click here to register >

Join us for a virtual panel discussion exploring how private equity and venture capital firms optimize resources across multiple platforms to boost operational efficiency, and outperform the competition in today’s remote world. The discussion will go into detail about the types of platforms every private markets firm should have in place, from a portfolio monitoring solution to accounting and deal tracking tools, and ways to leverage those platforms to drive better investments.

Jason
Weinstein

CEO

Webinar Moderator

Saba
Ahmad

Chief Technology Officer

 

Saar
Menachemi

SVP of Client Development and Marketing

Cole
Corbin

Senior Director

Past WEBINARs

The Pulse for Credit Firms and Leveraged Finance Professionals

Thursday, June 18th, 2020 at 12:00pm ET

 

Hosted by Ben Harrison

Click here to view the Dealmaker Pulse Survey report >

 

Click here to listen to the full recording >

Through the market’s highs and lows, DealCloud has partnered with countless capital markets firms and has had the privilege of being their partner, consultant, and sounding board. With those valuable insights in our back pocket, we decided to formalize our insights by creating the Dealmaker Pulse Survey, and by sharing the findings with you.

 

In this webinar, DealCloud’s Ben Harrison (President of DealCloud) will share the results of the Spring 2020 Dealmaker Pulse Survey along with data-driven takeaways specifically for credit firms and leveraged finance professionals. It is our hope that these strategies will help you to better navigate your deal and relationship management activities for the remainder of 2020 and beyond.

 

We found that technology is the single most important driver in the ability to move quickly, stay organized, and be competitive in today’s private capital markets. That’s why the entire DealCloud team holds steady in our belief that only smart, flexible technology can sufficiently adapt to the complex world of dealmaking and the seemingly never-ending backflips that credit firms and leveraged finance professionals must perform in order to do their jobs.

Speaker

Ben
Harrison

President

The Pulse for Investment Bankers and Advisory Firms 

Wednesday, June 17th, 2020 at 12:00pm ET

 

Hosted by Amit Lalwani

Click here to view the Dealmaker Pulse Survey report >

 

Click here to listen to the full recording > 

Through the market’s highs and lows, DealCloud has partnered with countless capital markets firms and has had the privilege of being their partner, consultant, and sounding board. With those valuable insights in our back pocket, we decided to formalize our insights by creating the Dealmaker Pulse Survey, and by sharing the findings with you.

 

In this webinar, DealCloud’s Amit Lalwani (SVP, Global Business Development) shares the results of the Spring 2020 Dealmaker Pulse Survey along with data-driven takeaways specifically for investment banks and advisory firms. It is our hope that these strategies will help you to better navigate your deal and relationship management activities for the remainder of 2020 and beyond.

 

We found that technology is the single most important driver in the ability to move quickly, stay organized, and be competitive in today’s private capital markets. That’s why the entire DealCloud team holds steady in our belief that only smart, flexible technology can sufficiently adapt to the complex world of investment banking and the seemingly never-ending backflips that investment bankers professionals and advisory firms must perform in order to do their jobs.

Speaker

Amit
Lalwani

SVP of Global Business Development

The Pulse for Private Equity Firms and Fund Managers

Tuesday, June 16th, 2020 at 10:00am ET

 

Hosted by Saar Menachemi

Click here to view the Dealmaker Pulse Survey report > 

 

Click here to listen to the full recording >

Through the market’s highs and lows, DealCloud has heard from countless private equity professionals and fund managers. As each devised strategies to “win” more in an increasingly crowded and fragmented market, we’ve had the privilege of being their partner, consultant, and sounding board. With those valuable insights in our back pocket, we decided to formalize our insights by creating the Dealmaker Pulse Survey, and by sharing the findings with you.

 

In this webinar, DealCloud’s Saar Menachemi (SVP, Client Development & Marketing) shares the results of the Spring 2020 Dealmaker Pulse Survey along with data-driven takeaways specifically for PE firms and fund managers. It is our hope that these strategies will help you to better navigate your deal and relationship management activities for the remainder of 2020 and beyond.

 

We found that technology is the single most important driver in the ability to move quickly, stay organized, and be competitive in today’s private capital markets. That’s why the entire DealCloud team holds steady in our belief that only smart, flexible technology can sufficiently adapt to the complex world of dealmaking and the seemingly never-ending backflips that deal professionals must perform in order to do their jobs.

Speaker

Saar
Menachemi

SVP of Client Development and Marketing

Best in Class Technology: Solving the PE Reporting Challenge

Thursday, June 11th, 2020 at 12:00pm ET

 

Hosted by DealCloud’s Eric Levinson and Cobalt’s Ashley Smith and Jason Weinstein

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

 

Click here to listen to the full recording >

Today, capital markets professionals are under increased pressure with requests from management and LPs, requiring them to produce complex and accurate reports at the click of a button. With transactions constantly evolving, dealmakers need real-time reports that help them zero in on the most time-sensitive and high-priority items. For capital markets professionals, data analysis drives decision making.

 

In this webinar, DealCloud’s Eric Levinson (Director, Client Development) and Cobalt’s Jason Weinstein (CEO) and Ashley Smith (Director, Customer Success), will share their deep knowledge and understanding of how to develop best-in-class reporting to fit the requirements of a successful capital markets organization. Streamlined reporting capabilities and integrated datasets alleviate the burden of reporting and allow capital markets professionals to communicate performance in a meaningful, relevant, and timely manner.

 

Throughout the session, the panelists will showcase DealCloud’s and Cobalt’s automated reporting capabilities and how capital markets professionals can leverage reporting for their day-to-day needs. Regardless of the size of the firm, real-time reporting fuels better decision-making and in turn enables capital markets professionals to more effectively serve clients.

Speakers

Eric
Levinson

Director of Client Development

 

Jason
Weinstein

CEO

Ashley
Smith

Director of Customer Success

Get to Know DealCloud Product: Spring 2020 Release Overview

Thursday, May 28th, 2020 at 12:00pm ET

 

Hosted by DealCloud’s Jack Broadbent, Dan Hammaker, and Max Haskin

Click here to read about the Spring 2020 Product Release >

 

Click here to listen to the full recording> 

DealCloud is pleased to announce and review the details of the Spring 2020 product release. In this webinar, DealCloud’s Jack Broadbent (Director of Product Management), Dan Hammaker (Director of Product Management), and Max Haskin (Head of Client Solutions, Americas) will review the exciting upcoming enhancements DealCloud has made to the way the dealmakers work with each other and leverage data.

 

These enhancements are fueled by feedback and suggestions we have received from our cross-functional user base, and effectively streamline the way dealmakers edit, search, visualize, and report on their data.

 

Key enhancements the team will review include Super Context, the ability to filter entries based on similar attributes; our newest DataCortex integration with S&P Global Market Intelligence; Automations; and other notable innovations made to our core product functionality.

 

With our new product solution, Automations, we are enabling our clients to alleviate the burden of tedious tasks and repetitive data entry, which we expect to be particularly useful now that many firms are taking an “all hands on deck” approach to new business development.

 

We also know that in addition to being best-in-class negotiators and dealmakers, capital markets professionals are becoming something akin to data scientists. That is why we continue to provide our client base with a steady drumbeat of new reporting, analysis, and data visualization capabilities. These enhancements provide not only increased flexibility in your data administration efforts, but offers a new layer of sophistication to your reporting.

Speakers

Jack
Broadbent

Director of Product Management

Dan
Hammaker

Director of Product Management

Max
Haskin

Head of Client Solutions, Americas

Beyond CRM: How Financial Services Firms are Transforming Operations with Technology 

Thursday, May 21st, 2020 at 12:00pm ET

 

Hosted by DealCloud’s Amit Lalwani and Lionpoint Group’s Jonathan Broch

Click here to listen to the full recording >

For years, financial services firms have sought to streamline their internal operations by implementing next-generation technology solutions. While some firms have been quick to change and adapt, others have struggled to keep up with LP and client expectations.

 

In this webinar, DealCloud’s Amit Lalwani (SVP, Global Business Development) and Lionpoint Group’s Jonathan Broch (Director) will review the key trends pushing firms to more heavily invest time, energy, and resources into technology transformation initiatives. They will also provide step-by-step guides for choosing a foundational technology platform, as well assessing which systems can be integrated into the technology stack to drive efficiencies and reduce operational risks.

 

For those beginning their technology transformation process, we know that the road ahead can seem daunting. Our speakers will discuss the key benefits of a technology-enabled financial services firm and why, now more than ever, a firm’s success is dictated by its ability to work efficiently.

 

As a bonus, we will provide insight into a specific firm’s technology transformation process and the impact it made on operations. Since this firm worked with both LionPoint and DealCloud throughout their modernization process, webinar attendees will get an inside look at the entire project.

Speakers

Amit
Lalwani

SVP, Global Business Development

 

Jonathan
Broch

Director

How to Connect the Dots of Your Technology Ecosystem 

Thursday, May 14th, 2020 at 10:00am ET

 

Hosted by DealCloud’s Matthew Hardcastle and it|venture’s Bertie Heyman and Maximilian Evans

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

 

Click here to listen to the full recording >

In an effort to reduce manual data entry and time-intensive processes, countless capital markets firms have embarked on the process of creating a more connected technology ecosystem. In doing so, they are increasing operational efficiency and fostering stronger user adoption of the technologies the firm uses.

 

In this webinar, DealCloud’s Matthew Hardcastle (Client Development Director) and it|venture’s Bertie Heyman (CEO / Founder) and Maximilian Evans will review a step-by-step roadmap for approaching these projects at your firm. No matter if you don’t have technical capabilities in-house or full-time staff on-hand to dedicate to the initiative, these practical and actionable insights will serve as foundational knowledge for your short-term and long-term interests.

 

The benefits of a connected technology ecosystem include reduced burden of data entry, accelerated access to information, streamlined communication, enhanced compliance standards, and increased value of all software investments. Regardless of the size of your firm, creating transparency with the help of technology is a worthwhile endeavor.

 

Together, DealCloud and it|venture will share their deep knowledge and understanding of how to design and orient data flows to fit the requirements of a best-in-class capital markets organization.

Speakers

Matthew
Hardcastle

Client Development Director

Bertie
Heyman

CEO / Founder

Maximilian
Evans

Manager

 

Get to Know DealCloud Knowledge Base: Superior Product Support Available to You

Thursday, May 7th, 2020 at 12:00pm ET

 

Hosted by Laura Fallone and Kristen Palmer

Click here to listen to the full recording >

In this webinar, DealCloud’s Laura Fallone (Senior Director, Client Success) and Kristen Palmer (Team Manager, Product Support) will provide an overview of DealCloud’s product support resources, focusing on DealCloud’s Knowledge Base portal. With the experience of supporting over 800 capital markets firms under our belt, we ensure that every platform user is fully equipped for dealmaking and productivity. As the day-to-day needs of our clients change, we maintain a reliable support structure for every deal professional we serve globally.

 

In the DealCloud Knowledge Base portal, users have a number of ways to solve for any product-related need. From the ability to independently troubleshoot with our related product support articles to being able to contact our Product Support team directly, DealCloud users always have the resources at-hand to solve their product questions and needs. Our goal is to provide our clients with increased transparency in their operations, so we put the tools they need to work quickly and independent directly in their hands.

 

As clients navigate the robust features of DealCloud’s single-source deal, relationship, and firm management platform, this webinar will serve as an overview of all the resources made readily available to support any need.

Speakers

Laura
Fallone

Senior Director, Client Success

Kristen
Palmer

Team Manager, Product Support

The Future of Work in Private Equity: Modernizing Your Firm’s Operations

Thursday, April 30th, 2020 at 12:00pm ET

 

Hosted by DealCloud’s Michael Santos and Maestro’s Rachel White

Click here to read the PE Hub article featuring insights derived from the webinar > 

 

Click here to listen to the full recording >

In this webinar, DealCloud’s Michael Santos (Senior Director, Head of EMEA Client Development) will be joined by Maestro’s Rachel White (Senior Director of Client Development) to discuss the future of work in private equity. When travel and other restrictions are lifted, private equity firms need to be prepared to make the most of the time and productivity lost during COVID-19 for their own sake and for the sake of their portfolio companies – an effort which will undoubtedly require expert-level planning and strategic execution.

 

Among the many questions firms should develop answers to now include: How will we execute on business-critical functions? Are there areas of our operation that can be made more efficient and streamlined? How will we measure our progress towards our goals? Are we making decisions with confidence?

 

Together with Maestro, we will share tips and best practices that allow firms to not only tackle these critical questions in the short-term, but prepare their teams of deal professionals to modernize the way they work in the long-term.

Speakers

Michael
Santos

Senior Director, Head of EMEA Client Development

Rachel
White

Senior Director of Client Development

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

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

 

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

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

 

Click here to listen to the full recording > 

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 Haskin (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

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 listen to the full recording > 

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

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

Support for Remote Work >

 

Click here to listen to the full recording > 

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

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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