0 comments on “DealCloud Spring 2019 Events”

DealCloud Spring 2019 Events

DealCloud will be hosting, sponsoring, exhibiting and participating in incredible events this spring.

We look forward to seeing you there!

SIFMA C&L Annual Seminar

Sunday, March 24th – Wednesday, March 27th
Phoenix, AZ

DealCloud and Maestro Roundtable Discussion

Thursday, April 18th
San Francisco, CA

Private Equity US Forum

Monday, May 6th – Tuesday, May 7th
New York, NY

InterGrowth International 2019

Monday, May 6th – Wednesday, May 8th
Orlando, FL

0 comments on “Cornerstone Deploys DealCloud”

Cornerstone Deploys DealCloud

Cornerstone Business Services, Inc, a boutique Investment Banking firm providing strategic consulting, valuation, and mergers & acquisitions services to lower middle market privately held/family-owned businesses, has deployed DealCloud.

“After a thorough search of multiple possible CRMs to replace Salesforce we chose DealCloud as the best fit for our team,” says Scott Bushkie, Managing Partner and Founder of Cornerstone. “The technology they have built is well-ahead of the other CRMs. We believe it will make us more productive and efficient as a company. Ultimately, it will allow Cornerstone be more successful and better serve our clients.”

On the sell-side, Cornerstone works closely with business owners to maximize the value of a business and increase the chance of closed, successful transaction. On the buy-side, Cornerstone designs acquisition strategies to create proprietary deal flow and facilitate the purchasing process from intent to the closing table for businesses and private equity firms.

“One needs only to look at Cornerstone Business Services’ long list of tombstones to see that they are an extremely active player in the lower to middle market segment of U.S. M&A,” says Ben Harrison, DealCloud’s Chief Revenue Officer. “We’re proud to provide the Cornerstone team with a purpose-built technology backbone that will help drive increased success for their firm and meaningful outcomes for their clients.”

About Cornerstone Business Services, Inc.

Cornerstone Business Services, Inc. is a boutique Investment Banking firm providing strategic consulting, valuation, and mergers & acquisitions services to lower middle market privately held/family-owned businesses. The firm caters to a variety of industries to include manufacturing, service, distribution,  petroleum industries, oil & gas, professional services, and logistics. Cornerstone was founded in 2001 and is based in Green Bay, Wisconsin with additional offices in Iowa and California. For more information, visit www.cornerstone-business.com.

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.

0 comments on “ESO Capital Deploys DealCloud”

ESO Capital Deploys DealCloud

ESO Capital, a London-based investment firm providing hybrid private-capital solutions for smaller scale European corporates, has deployed DealCloud. ESO Capital offers flexible senior capital for corporate, transactional and real estate opportunities, typically investing up to €40 million per transaction.

“We chose Dealcloud as one tool to assist us with designing and developing a more proactive and coordinated European origination and execution strategy,” says James Smallridge, Director at ESO Capital. “The platform was perfect to help us deliver on this aim and we are seeing efficiencies and improvements across the board already.”

“ESO Capital’s investments throughout the UK and Europe are well-respected and well-known across the industry,” says Ben Harrison, DealCloud’s Chief Revenue Officer. “We’re proud to support the firm with our best-in-class business development and deal execution solutions.”

About ESO Capital

ESO Capital is a London-based investment firm providing hybrid private-capital solutions to smaller scale European corporates. With over 75 deals completed and more than €1.1 billion of funds raised to date, the ESO team has the expertise and flexibility to invest up to €40 million in any given transaction, across the capital structure. The team works closely with business owners and management teams to structure innovative, bespoke financing solutions and offer enhanced portfolio company support. www.esocapital.com

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.

0 comments on “PrivCo’s Verified U.S. Private Company Intelligence to be Integrated into DealCloud DataCortex”

PrivCo’s Verified U.S. Private Company Intelligence to be Integrated into DealCloud DataCortex

The integration of PrivCo’s industry-leading intelligence into DealCloud’s DataCortex solution will allow clients to accelerate research and build business development pipelines more efficiently.

New York, NY | March 4, 2019: DealCloud, a global technology leader for CRM and deal management in the capital markets, and PrivCo, the go-to-source for data intelligence on the U.S. private markets, announced today that PrivCo’s data will be integrated with DealCloud’s DataCortex product.

“In order to compete in this crowded market, capital markets professionals need verifiable financial and performance, insights for U.S. private companies at their fingertips. Unfortunately, those insights aren’t always easy to obtain. That’s why we’re excited to team up with PrivCo,” says Amit Lalwani, SVP of Global Business Development at DealCloud. “By infusing our best-in-class deal and relationship management platform with their market-leading insights, our clients will be able to streamline and expedite their research and business development efforts.”

Through the integration – slated for official release in the summer of 2019 – clients of both DealCloud and PrivCo can leverage real-time data and insights such as growth rates, valuations, related companies, comparables, deals, investment/ownership history and structure, employee count, and revenues all in one, centralized platform that is accessible from any desktop or mobile device. Prior to the complete integration, clients of both DealCloud and PrivCo can benefit from this partnership via bulk Excel upload functions. Current DealCloud clients that choose to adopt PrivCo prior to the full integration will receive exclusive pricing. 

“Savvy investors will see real value and a clear ROI from our U.S. private market insights,” said Basil Hamadeh, PrivCo CEO. “They will be able to quickly evaluate whether a company is a good candidate for investment and also get a better picture of the industry it operates in. By partnering with DealCloud, investors can more easily leverage PrivCo’s unique intelligence, augment their due diligence efforts, and source new targets.”

Over 600 principal investing firms, investment banks, and operating companies rely on DealCloud’s solutions for storage of proprietary data, deal sourcing, origination and deal management.


About PrivCo
PrivCo is the go-to-source for valuable insights into the financial health, market position and trajectory of U.S. private companies, including private companies with no outside funding—a universe that comprises the majority of U.S. companies but that is not covered by deal-focused resources. Discover new targets or augment your due diligence with PrivCo’s industry-leading U.S. private company intelligence. Learn more at www.privco.com.

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.

0 comments on “Park Square Capital Deploys DealCloud”

Park Square Capital Deploys DealCloud

Park Square Capital, one of the world’s leading private debt firms that provides flexible financing solutions to high-quality and stable companies across Europe and the US, has deployed DealCloud. Park Square has invested more than $11 billion in senior and subordinated debt across different market cycles and today manages over $9 billion of capital.

Park Square has a team of 20 highly experienced senior professionals, each with an average of 18 years’ experience of credit investing, and approximately 90 staff in total. Park Square has offices in London, New York, Paris, and Luxembourg.

“DealCloud’s understanding of the deal process and CRM needs of investment teams is unique,” says Andrew Haywood, CFO & Partner at Park Square. “Park Square has deep relationships across the market and the ease of day-to-day use and out-of-the-box reporting has significantly improved the way we manage these relationships.”

“Park Square has a great track record internationally thanks to their disciplined and cycle-tested approach to debt investing,” says Ben Harrison, DealCloud’s Chief Revenue Officer. “We’re proud to support the firm with a suite of technology solutions that will further propel their growth and deepen their long-standing relationships.”

About Park Square Capital
Park Square Capital is one of Europe’s leading independent credit providers, investing in senior debt, subordinated debt and special situations. Park Square focuses on investing in high-quality levered companies backed by leading financial sponsors in Europe and the US. The firm has a selective, long-term and flexible investment approach, aimed at delivering attractive risk-adjusted returns across the market cycle. Park Square currently manages over $9bn of capital on behalf of its investors, which include global public and private pension funds, sovereign wealth funds, insurance companies and asset managers. The firm was founded in 2004, and has offices in London, New York, Paris and Luxembourg. www.parksquarecapital.com

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 and Preqin Announce Integration of Preqin Data into DealCloud DataCortex

The integration of Preqin’s alternative assets data into DealCloud’s DataCortex product will allow clients to identify and enrich investor data and manage fundraising more effectively.

New York, NY | February 20, 2019: DealCloud – a global technology leader for CRM and deal management in the capital markets – and alternative assets data provider Preqin announce today a partnership to integrate Preqin’s data with DealCloud’s DataCortex product.

“We believe that modern-day dealmakers, fund managers, and investor relations professionals deserve to have all of their outsourced data accessible in the same hub as their proprietary data. They simply need a unified deal management, fundraising, and data management platform in order to be competitive in today’s market,” says Amit Lalwani, SVP of Global Business Development at DealCloud. “This integration comes in response to our clients’ reliance on Preqin’s market-leading data, and we’re excited about the increased leverage they’ll get from the platform as a result of the partnership.”

Through the integration, clients of both DealCloud and Preqin can leverage real-time data such as investor allocations, fund performance, deal making activity and direct contact information all in one, centralized platform that is accessible from any desktop or mobile device.

“Preqin is responding to the call for technological advances in both fundraising and deal management, enabling our clients to efficiently raise record-breaking funds,” said Ayo Akindele, Global Head of Channels at Preqin. “Having access to the best data and intelligence means our clients can realize their market potential by saving time and other costs related to information gathering. DealCloud is at the forefront of this fast-paced innovation, and we’re pleased to be able to deliver this seamless integration to enable our clients to realize even greater efficiency in their daily activities. With an increasing number of organisations relying on both DealCloud’s technology and Preqin’s data, it is paramount that they are able to access industry-wide insights along with their own proprietary data all in one place.”

Over 600 principal investing firms, investment banks, and operating companies rely on DealCloud’s solutions for storage of proprietary data, deal sourcing, origination and deal management.

About Preqin

Preqin is the home of alternative assets, providing industry-leading intelligence on the market and cutting-edge tools to support participants at every stage of the investment cycle. More than 60,000 industry participants in over 90 countries rely on Preqin as their indispensable source of data, solutions and insights. To find out more about its indispensable data, solutions and insights, please visit www.preqin.com.

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.