Alchemy Partners Selects DealCloud

Alchemy Partners – a European alternative asset management business – has selected DealCloud as their CRM and deal management system. The firm specialises in investing in complex debt and private equity transactions across Europe employing a value investing approach working closely with management teams.

“We chose DealCloud because we wanted a flexible yet off-the-shelf solution with an intuitive user interface across devices,” says John Rowland, COO & CFO at Alchemy Partners.

“Alchemy was named ‘Special Situations House of the Year’ in 2018 and 2019 by realdeals, and we’re proud to support them with their deal, relationship, and fund management needs,” says Mike Santos, Head of Client Development for DealCloud in the EMEA region.

About Alchemy Partners

Alchemy Partners is a European alternative asset management business established in 1997. Through its private equity and special opportunities funds, Alchemy Partners has invested over GBP 3.9bn since inception in over 175 transactions and currently advises over GBP 1.6bn of assets. It is currently investing from Alchemy Special Opportunities Fund IV LP, a £900m private equity fund raised in 2018. For more information, visit www.alchemypartners.co.uk

About DealCloud

DealCloud, an Intapp company, provides a single-source deal, relationship, and fund management platform to enable over 600 clients to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit www.dealcloud.com.

The Modern Dealmaker’s Secret Weapon

If you were taking a crash course in M&A or private equity, or if you spoke with a professional in the industry, you’d likely hear all about “the importance of business development.” In fact, the term “business development” has become so commonly used in the market that it’s almost taken on a life of its own. In the capital markets industry, business development is comprised of any effort used to drum up dealflow, or new investment opportunities. The exact methods used to achieve those ends, however, vary greatly firm to firm.

One method that was overlooked for years is marketing. Many professionals in the industry saw it as irrelevant, ineffective, or simply a distraction from the relationship development activities dealmakers are so accustomed to. But the tides are changing, with an increasing number of firms investing formally in a dedicated marketing, communications, and/or investor relations professional to support the business development function with smart, tactical marketing campaigns.

The potential return on investment for marketing at a capital markets firm is high, but we know the initial investment and time and resources can be daunting for some. In this article, we outline several commonly-held goals that deal teams have for a marketing program, and what they should consider while developing and implementing it using the DealCloud Dispatch solution.

Goal: To broadly market an investment theme or market segmentation campaign

Once an industry coverage/analysis thought leadership piece has been written and published by a senior investment professional (example: “The use of 5G Technology in Wearable Devices”), it’s time to share it with key relationships. Your team has likely spent hours on the piece, and it’s a valuable channel for showcasing your firm’s expertise.

Goal: To set up meetings in advance of attending a conference

Goal: To prepare for investor meetings and roadshows

For investor relations and marketing professionals at capital markets firms, managing annual and/or quarterly investor meetings is a huge undertaking. It’s also a responsibility that must be executed in a sophisticated and thoughtful fashion. With a marketing solution that’s integrated with your CRM, you can share event details with key contacts, collect RSVPs, and set up meetings.

If you’re looking to boost your firm’s digital presence and execute on smart and strategic marketing campaigns, be sure to check out DealCloud Dispatch: the integrated marketing solution built for the capital markets.

Introducing DealCloud Dispatch: The Integrated Marketing Solution Built for the Capital Markets

Dispatch provides capital markets professionals with an intelligent, fully integrated solution for institutional relationship management

Jersey City, NJ, May 20, 2019DealCloud (an Intapp company) – provider of a single-source deal, relationship, and fund management solution for capital markets firms – today announces the launch of its proprietary, fully integrated marketing solution, Dispatch. The solution centralizes a capital markets firm’s business development and marketing activities into one, unified platform and comes equipped with landing pages, custom web forms, as well as engagement (opens, clicks, etc.) analytics.

More specifically, Dispatch enables clients to send and schedule deal announcements, press releases, industry coverage and analysis, newsletters, and many other communications from the DealCloud platform to its contacts. Clients can then track the marketing activity alongside business development, deal execution, and fundraising activities all through the DealCloud platform, creating a single source of truth for all relationship intelligence.

“The modern capital markets professional is tasked with wearing many hats, from deal origination to negotiation to marketing. Generic technology solutions that require firms to toggle between disparate systems were simply not designed for the complex and competitive deal landscape,” said Lokesh Seth, DealCloud’s COO. “Dispatch addresses the need for higher quality and more sophisticated communication with key institutional relationships and eliminates the frustrations that most dealmakers associate with marketing.”

Dealmakers, industry marketers, and investor relations professionals have long found it cumbersome to synthesize the relationship data housed in a CRM with the relationship data found in other, disconnected marketing platforms. Dispatch solves for this challenge by allowing dealmakers to view email campaign activity, performance metrics, and analytics within the DealCloud Platform. This makes it easier than ever for teams of all sizes to gather a full and transparent view of market coverage efforts, and enables them to better understand the ROI they get from marketing activities.

Several enhancements to Dispatch are slated for release in 2019.

About DealCloud
DealCloud, an Intapp company, provides a single-source deal, relationship, and fund management platform to enable over 600 clients to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit www.dealcloud.com.

Skopos Impact Fund Selects DealCloud

The Skopos Impact Funds, part of Anthos Fund and Asset Management, has selected DealCloud for its Skopos II Impact fund.

The initiative, backed by a large European single-family office, seeks to propel social and environmental change in lock-step with commercial returns, with a focus on the Circular or Closed Loop Economy thematic in Europe and North America, as well as sustainable energy projects in emerging markets as its ambition to decouple economic growth from use of non-renewable inputs and reduce CO2 emissions.

“We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams,” says Greg Lindae, Managing Director, Circular Economy Investments at Anthos/Skopos. “We expect DealCloud to deliver the right level of functionality, and the flexibility we require to manage the dynamic selection funnel and investment work stream characteristic in making direct investments in private equity and venture capital.” “We’re proud to have our technology serve as the operational foundation for the Skopos’ impact investing fund,” says Michael Santos, Head of Client Development for DealCloud in the EMEA region.

About DealCloud

DealCloud, an Intapp company, provides a single-source deal, relationship, and fund management platform to enable over 600 clients to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit www.dealcloud.com.

DealCloud Differentiator: “Connect” at our 2nd Annual Client Conference

Dealmakers are no strangers to conferences and events, and among some, attending them regularly is “just a cost of doing business.” Over a year ago, we set out to host a completely different kind of conference – one where dealmakers could do more than just meet new people and get new dealflow. We created DealCloud Connect, an all-day event where our clients can spend their time hearing about the latest trends in firm operations, gathering strategic intelligence from leaders in the industry, and learning endless tips and tricks to make themselves more effective in their day-to-day activities.

On June 6th, 2019, DealCloud will host the 2nd annual DealCloud Connect Summit in New York City, with hundreds of capital markets professionals in attendance. We’ll be sharing high-quality, industry-specific content all day long, including DealCloud platform tips and tricks, panel discussions, and keynote presentations.  See below for a few key benefits of attending, as well as programming to look forward to:

  1. Targeted programming: This year, our “breakout sessions” will be tailored to your unique interests. From deep dives into product enhancements and new functionalities in DealCloud, to focusing on driving CRM user adoption, to innovating your firm’s data and analytics capabilities, attendees can customize their day and focus on what’s most important to them.
  2. On-site technical support: With any technology, you hit snags or roadblocks – this is especially true of capital markets technology that has to reflect a very complex web of deals and relationships. Don’t go it alone – speak with the team at DealCloud University Labs to get help with setting up notifications, dashboards, automated reports, and much more!
  3. On-site consulting: If you’re looking for ways to drive new efficiencies through technology, or if you’re curious about the latest strategies that other firms are deploying, be sure to stop by DealCloud University Labs to speak with our team of consultants. With over 600 successful deployments of DealCloud, and over 60,000 custom dashboards built to date, they have the knowledge to help you take your instance of DealCloud to the next level.
  4. The industry’s most innovative minds in attendance: Today’s most successful capital markets firms are those that have found ways to make their internal operations faster and more efficient. These professionals are driving increased profitability and firm-wide transparency through the use of smart, purpose-built technologies. If you’re looking to make new connections and learn from industry peers, you’re going to want to meet the people in the room at DealCloud Connect, including many who have completed their Platform Manager ceritifcations.
  5. Actionable knowledge to take back to your firm: Every session was thoughtfully built so that the clients who are “power users” of our platform are accompanied by a DealCloud team member. By doing this, we are equipping session attendees with not just best practices and hypotheticals, but real, tangible direction and instruction.

Complimentary event access is offered exclusively to DealCloud’s investment banking, private equity, lending, corporate development, investor relations and LP clients. If you haven’t registered yet, be sure to reach out to your Account Manager, or contact marketing@dealcloud.com to sign up.

CBPE Capital Selects DealCloud

CBPE Capital – a London-based private equity firm – has selected DealCloud. The firm focuses on six key sectors: business services, consumer and leisure, financial services, healthcare and pharmaceuticals, industrials, and technology.

“We selected DealCloud for its simplicity of use and versatile functionality,” says Jolyon Latimer, Partner at CBPE. “The platform is intuitive and will complement our origination and investor relations processes.”

CBPE invests in businesses in the UK mid-market with an enterprise value of up to £150 million, and aims to help companies realise their growth ambitions. The firm was established in 1984 and has been an active private equity investor for over 30 years.

“CBPE is selective, supportive, and straightforward in their approach to investing. They have a very clear investment thesis,” says Mike Santos, Head of Client Development for DealCloud in the EMEA region. “We’re proud that the CBPE investment team has chosen DealCloud to help them execute on that thesis, and to address their deal and relationship management needs.”

About CBPE
CBPE Capital is a leading private equity firm with nine funds raised over 30 years. It is currently investing its latest fund, which closed in August 2016 at £459m. Investments are typically made in companies seeking growth or development capital, with an enterprise value of up to £150m.

About DealCloud

DealCloud, an Intapp company, provides a single-source deal, relationship, and fund management platform to enable over 600 clients to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit www.dealcloud.com.