Recent News

DealCloud and SourceScrub Form Data Partnership, and Announce Integration with DealCloud DataCortex

Integration of SourceScrub’s verified data into DealCloud’s DataCortex product to provide clients with increased visibility on movements and opportunities within the capital markets. Jersey City, NJ | February 4, 2019 – DealCloud, a technology leader for CRM and deal management…

3 Key Principles to Follow When Rolling Out New Capital Markets Technologies Firm-Wide

In this article, we examine the three fundamental principles to consider when rolling out a new technology. With hundreds of investors, advisors, and lenders faced with the need to make major internal technological shifts each day, these truths can help capital markets professionals decide what approach makes the most sense for their unique organization.

BRG Capital Advisors, LLC (BRGCA) Deploys DealCloud

BRG Capital Advisors, LLC (BRGCA), a New York-based provider of strategic advisory services including mergers and acquisitions, balance sheet restructuring/recapitalization, growth equity and debt placements, has deployed DealCloud. BRGCA is the broker–dealer affiliate of Berkeley Research Group (BRG), which has…


“By giving us a centralized view of our relationships and highlighting opportunities, DealCloud allows us to continue our history of successfully partnering with portfolio companies & investors through all market cycles.”

Greg Racz, Co-Founder & President of MGG Investment Group

“We have had an incredible first five years, with over 32 transactions completed. DealCloud will take us to the next phase of our growth and beyond. DealCloud replaced our excel files and a generic CRM system with a robust platform to better manage our contact points, call lists, and process management needs. Having been built by former bankers, DealCloud has already proven itself to be a comprehensive solution for our firm, thereby allowing us more time, energy and discipline to deliver outstanding results to our clients.”

David Grove, Founder and Managing Partner of Vaquero Capital

“Coming from a traditional CRM, it is refreshing to use a technology designed specifically for private equity professionals and that is further tailored by a knowledgeable team that understands our sector and investment process. DealCloud enables us to further leverage our deep network and enhances our ability to source and execute proprietary transactions.”

Stephen Kretz, Vice President with Corsair

“Our firm prides itself on always closing deals on time, having a system in place which ensures our team can work with our clients in the most efficient manner.”

Afsheen Ali, Director of Administration, of Abacus Finance Group

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