0 comments on “Best Practices for planning your business travel with DealCloud”

Best Practices for planning your business travel with DealCloud

Like you, many DealCloud clients spend time on the road attending conferences, meeting with current and potential investors, bankers, transaction targets, or active portfolio companies.  In working with over 500 clients, DealCloud has put together best practices to support your deal and fund raising related travel.

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.