0 comments on “Managing your pipeline using DealCloud’s Outlook add-in”

Managing your pipeline using DealCloud’s Outlook add-in

One of the most widely used feature of DealCloud is the ability to easily track emails, calendar events, and file attachments from your inbox into the platform using our add-in for Microsoft Outlook.

Many firms are also leveraging DealCloud’s Outlook add-in to help manage their pipelines. In working with over 450 clients we’ve developed some best practices to help you manage your pipeline, while minimizing the amount of input needed.

0 comments on “DealCloud Differentiator: Workflow Management”

DealCloud Differentiator: Workflow Management

Most firms have a standard process for managing a live transaction. On the buyside you might need to review a Teaser and CIM, then as a deal progresses prepare a presentation for the Investment Committee, sign a Letter of Intent, etc. On the sell side, you likely need to win a mandate, evaluate buyers, and manage the data room.