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0 comments on “DealCloud Differentiator – Push Button Tear sheets”

DealCloud Differentiator – Push Button Tear sheets

Most firms have consistent reporting formats that need to be generated on an agreed upon schedule, like weekly or monthly. Great examples of this are a firm’s pipeline report, fund raising status, or a client facing buyers list report.

For most firms, generating these reports means putting together an excel spreadsheet and spending time to properly sort and format the report every time it needs to be created. Why Excel? What other options do you really have?

0 comments on “DealCloud Fall 2018 Events”

DealCloud Fall 2018 Events

DealCloud will be sponsoring, exhibiting and participating in great events this fall, we look forward to seeing you there.

451 Research, the Tech M&A Summit, Tuesday, October 16th, New York, NY

Axial Concord, Thursday, October 18th, New York, NY

SuperInvestor, Tuesday-Friday, November 13th-16th, Hotel Okura, Amsterdam

Rainmaker Miami Summit, Thursday -Friday, November 15th-16th, Miami Beach, FL



0 comments on “Top Seven Tips for Creating a Cross-Functional CRM Strategy”

Top Seven Tips for Creating a Cross-Functional CRM Strategy

Did you know: One in every three CRM projects fall short of expectations? While every organization is different, we hear many of the same factors cited as reasons for CRM systems not delivering the expected outcome, including lack of consensus, lack of clear goals, and lack of user adoption. So how can your organization ensure it’s part of the 66% of those who find success?

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 “Three Marketing Basics for Investment Banks Looking to Kickstart Dealflow”

Three Marketing Basics for Investment Banks Looking to Kickstart Dealflow

It’s no secret that marketing acts as an effective inbound business development tool. Look no further than financial services giants like Goldman Sachs who embrace the latest digital trends to assert their brand, highlight their offerings, and maintain credibility.

Even if you don’t have a dedicated business development or marketing manager at your firm, simple marketing efforts are extremely effective in helping your firm stay top of mind in a crowded, competitive marketplace.

Listed below are a few simple, but important pieces of “real estate” that should have special attention from your firm if you want to ensure steady, high quality dealflow in the months and years to come.

1. Website

Business owners and buyers are savvier than ever, and are guaranteed to rely on the internet to learn about your firm. If your website is old and outdated, small tweaks such as adding a “Contact Us” form, adding photographs and biographies of your team members, clearly and concisely defining your expertise/deal criteria, and highlighting the transactions you’ve completed will help increase the likelihood of connection.

If your firm already has these features, consider looking into how your firm appears in search results for keywords and phrases. Think about if from the lens of buyer and seller: if a business owner searches for “Business broker in Nashville,” will you appear? Similarly, you’ll want to be visible if a strategic acquirer searches for “healthcare services investment bank San Jose.”

2. LinkedIn

Most industry professionals will tell you that deal origination does not happen on social media. However, most professionals (including business owners) are on LinkedIn.

Not surprisingly, people like the ability to “put a face to a name” and appreciate the opportunity to learn about an individual’s experience, education and skills before doing business together. While LinkedIn may not necessarily be viewed as a business development platform at your firm, easy updates such as ensuring everyone has headshots, has industry expertise listed, and has their personal profile connected to the firm’s company page can help buyers and sellers more quickly vet your team.

DealCloud LinkedIn
LinkedIn is a great way to share news about your firm. To keep up with DealCloud news, be sure to follow us.

Many firms use LinkedIn as a business development channel, sending and receiving messages from business owners and buyers outside of their existing network. If this is a strategy your firm employs, keep it honest, and keep it organized. Take stock of the various private messages your team members send, ensure there’s no duplication, and pay special attention to the way the firm and its interests are being positioned.

3. Email

While warm introductions are obviously preferable in this relationship-driven business, email programs remain an important aspect of business development. If your firm hasn’t taken the plunge and purchased an email marketing software, it is recommended that the firm at least set standards for email practices and email signatures. Ensuring that all signatures link to the firm website and the individual’s LinkedIn, for example, can help drive significant traffic.

If your firm does use an email marketing software, or is exploring doing so, it’s critically important to consider how these communications are being tracked and leveraged. What good is sending a deal teaser if your team can’t keep track of who it was sent to, who passed on it, and who was interested? Thinking strategically about your day-to-day communications via email can help your firm connect the dots more quickly and make decisions more quickly.

Connect it all to your CRM

Don’t assume that digital marketing efforts and day-to-day communications can’t win you business – they can! If your systems are in sync, the more likely it is that your team will connect the dots and triangulate the relationships that lead to deals closing.

Not sure where to start? Our team of account managers and integration specialists understand the complexities of dealmaking, business development and marketing. We can help your team bridge the gaps through smart, custom technology solutions that fit your needs.

0 comments on “DealCloud featured in the Wall Street Journal”

DealCloud featured in the Wall Street Journal

In an article titled “Private Equity Turns to Big Data to Find Deals” (by Jaewon Kang, September 23rd, 2018), DealCloud was highlighted as a solution that helps middle-market buyout firm Falfurrias Capital track and analyze target acquisitions and industries.