WP Global Partners, a private markets firm focused on investing in operating companies with enterprise values under $250 million via both direct and fund vehicles across both private equity and private debt strategies, has implemented DealCloud.
ShoreBridge Capital Partners, an advisory and merchant banking firm focused on alternative investments, goes live on DealCloud. ShoreBridge provides clients with strategic advisory, capital raising and deal execution services, combining fundamental research and analysis with our extensive network of investor relationships.
“Now that capital has poured into private equity and competition for investments has intensified, these firms are starting to turn to data analytics to gain an edge in finding deals or ruling them out.”
DealCloud is very excited to announce its acquisition to continue Intapp’s mission to create a vertical industry platform for the professional services sector.
DealCloud Differentiator – Advanced Search
Looking for that one company that you saw a teaser for, but can’t remember its name or the banker who showed it? You need Advanced Search. Find out more from DealCloud solution architect Sagar Shukla.
Credibility: Where Reputation Meets Deal Origination
With the continuing influx of newly raised capital, some private equity firms might find it hard to differentiate themselves in a buyers crowd. Find out how technology can help improve your firm’s reputation.
Top Three Tips for Increasing Transparency Across Your Firm
Two people calling the same person not knowing about each other’s calls? Losing deals because you didn’t know the full history or past relationship with someone? It happens more often than you think.
Are Your Sponsor Relationships Growing Stale?
Four ways for investment bankers to perform a “sponsor relationship health” self-assessment aimed to kick-start business development efforts as we head into the busy season.
Three Marketing Basics for Investment Banks Looking to Kickstart Dealflow
Even if you don’t have a dedicated business development or marketing manager at your firm, simple marketing efforts are effective in helping your firm stay top of mind in a crowded, competitive marketplace.
Best Practices for planning your business travel with DealCloud
Top Seven Tips for Creating a Cross-Functional CRM Strategy
“What are other clients doing?” and “How do we get up and running?” are the two most popular questions we hear from firms interested in implementing a system. We spoke with dozens of clients about their tips and compiled a list.
To read more DealCloud Insight click here.