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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?

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.

DealCloud Differentiator – Dispatch

Many firms in the private capital markets don’t “get” the value of marketing, and it’s understandable why. Most groups send occasional newsletters and deal announcements but are stuck trying to understand marketing’s ROI using tools built to optimize e-commerce sales. More progressive firms, meanwhile, hire marketing teams and buy them third-party tools, only to see data get trapped in a silo and the value generated by their teams go unrealized.

As firms in the capital markets work to grow profits per partner, an integrated marketing strategy can help scale money-making relationships effectively. At DealCloud, we believe the best way to empower a marketing team to make that contribution is to leverage the data and insight it generates alongside that of the rest of the firm. That’s why we built Dispatch.

First and foremost, Dispatch lets a firm email the contacts in its CRM, eliminating the need for multiple sources of record. In other marketing solutions, contact data quickly becomes out of date and list-building filters are limited. When a Dispatch user goes to build a list of recipients, they have all CRM fields available for filtering, meaning they can use any proprietary property or metric tracked by the firm.

Recipient lists contribute greatly to campaign performance, but emails that render poorly will perform poorly, no matter to whom they are sent. That’s why Dispatch’s email template builder offers flexibility, including the ability to code the HTML of emails directly. After clients achieve the template look and feel they seek, they can take the template and apply it across campaigns, updating copy, images, and links to suit each campaign. Before sending, clients can send themselves test emails and use Dispatch’s Inbox Analysis tool to preview the appearance of the message in different email clients on different devices.

Within minutes of sending a campaign through Dispatch, clients begin to see the power of incorporating marketing data alongside the other information they track in DealCloud. Compliance-required data, like bounces and unsubscribes, flows through to dashboards easily surfaced to the proper teams.

Meanwhile, clients begin to see not only which contacts are opening and clicking campaigns, but how many times. When sliced and diced by proprietary values like Contact Type, Contact Owner, Industry, Company, Job Title and more, marketing analytics produce deeper, more actionable insights. The best part? This can all be surfaced on the pages and dashboards your team has already been taught to visit, like Intermediary Coverage dashboards and Company detail pages.

Since all marketing data lives in DealCloud alongside deals, fundraising, and similar data points, its easy to show which contacts who engaged with a campaign went on to generate revenue for the firm. As a result, Dispatch helps firms get more out of their marketing efforts by incorporating marketing data into their existing day-to-day workflows while quantifying the impact that marketing provides on revenue. If your firm still doesn’t “get” the value of marketing, consider using Dispatch to make it clear.

To learn more about DealCloud Dispatch, click here.

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.

DealCloud adds 100th Client of 2019

Earlier this week, DealCloud was honored to add its 100th new client of 2019. In 2018, DealCloud added over 240 new clients and is on pace to eclipse that total in 2019.

DealCloud now supports over 600 clients globally across all areas of the private capital markets and deal-making community including private equitygrowth equityventure capitalinvestment banking, corporate development, lenders, limited partners, family offices, and real estate teams, all who leverage DealCloud’s market-leading technology platform to power their deal-making process and key relationship management.

Thank you to all of our clients for allowing us to support their business and deal-making activities. We would especially like to thank those listed below who worked with us to announce their usage of DealCloud so far this year:

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.