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.

0 comments on “The Forbes M+A Group Deploys DealCloud”

The Forbes M+A Group Deploys DealCloud

The Forbes M+A Group, a Denver, CO-based transaction advisory firm, has deployed DealCloud. The firm serves buyers or sellers in middle-market M&A transactions, and its senior advisors have more than 150 years of combined experience in transactions across a wide variety of industries, transaction types, sizes, and structures.

“We know that every business is unique, and we value our clients’ distinctiveness. We chose DealCloud to help us better understand all the factors that contribute to our clients success,” says Max Eckstein, Vice President at The Forbes M+A Group. “Through DealCloud we are able to deploy our unique and extensive processes that captures a broad universe of data and efficiently put that to work for our clients benefit.”

“The team at The Forbes M+A Group provides hands-on, senior-level leadership on every transaction and has their finger on the pulse of changing market valuations and consolidation activities,” says Ben Harrison, Chief Revenue Officer at DealCloud. “We’re proud to support their team with the technology solutions they need to deliver the best possible outcomes for their clients.”

About The Forbes M+A Group

The Forbes M+A Group is an award-winning Denver, CO-based mergers and acquisitions advisory firm. The firm serves sellers or buyers in middle-market M&A transactions. It applies meticulous attention to detail in helping business owners develop and execute M&A strategy, acquire companies and partner with investor groups for growth, and maximize value in an eventual exit. Senior advisors at The Forbes M+A Group have more than 150 years of combined experience in transactions across a wide variety of industries. For more information on the Company, please visit: www.forbesma.com or (303)770.6017.

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 “Kian Capital Deploys DealCloud”

Kian Capital Deploys DealCloud

Kian Capital, a Charlotte, NC and Atlanta, GA-based investment firm with over $425 million of capital under management, has deployed DealCloud. The firm provides growth capital to established lower middle-market companies and often serves as the first institutional capital provider to closely-held businesses. The firm is focused on investments in the business services, distribution/logistics, healthcare services, consumer services and products, as well as niche manufacturing industries.

“When I joined Kian, we were using a well-known CRM platform with a “tailored” portal for private investors. Having had the benefit of implementing DealCloud at a prior firm, the contrasts I observed were stark and the choice to switch was an easy one to make. DealCloud’s robust technology backbone, customizable interfaces, elegant design and outstanding customer service stand out,” says Kian Capital’s David Duke, Managing Director of Business Development. “DealCloud has quickly become a critical part of our overall development and deal management efforts. We’ve only scratched the surface on other value-add ways we’ll ultimately utilize DealCoud’s capabilities in areas like fundraising and portfolio management.”

“Kian is a strong, reputable firm that closed over 12 deals in 2018 and is off to an impressive start in 2019,” said Ben Harrison, DealCloud Co-Founder and Chief Revenue Officer. “We’re proud to support them with our deal management and business development platform.”

About Kian Capital

Kian Capital Partners, LLC (“Kian”), an investment firm with over $425 million of capital under management, provides flexible capital solutions to established lower middle-market companies, often serving as the first institutional capital provider to closely held businesses. Kian has the flexibility to participate in all forms of junior capital, including common stock, preferred equity and subordinated debt. Kian’s investments typically incorporate both equity and subordinated debt and Kian can act in either a control or non-control capacity. Kian has offices in Atlanta, GA and Charlotte, NC. For more information, visit www.kiancapital.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 “DealCloud and SourceScrub Form Data Partnership, and Announce Integration with DealCloud DataCortex”

DealCloud and SourceScrub Form Data Partnership, and Announce Integration with DealCloud DataCortex

Integration of SourceScrub’s verified data into DealCloud’s DataCortex product to provide clients with increased visibility on movements and opportunities within the capital markets.

Jersey City, NJ | February 4, 2019 – DealCloud, a technology leader for CRM and deal management in the capital markets, and SourceScrub, Inc., an origination intelligence and target identification platform, announce today a strategic partnership to integrate SourceScrub data within the DealCloud DataCortex product.

“Along with countless product enhancements and opening our first European office, we’ve made several data partnerships over the last year that allow our clients to more confidently move about their day-to-day dealmaking activities,” says DealCloud Chief Operating Officer Lokesh Seth about the integration. “The launch of this particular partnership between DealCloud and SourceScrub signifies to deal professionals that not only can various data streams be accessed via the centralized DealCloud product, it can also be verified with the help of SourceScrub’s expert research team. Together, we want to empower private equity, venture capital, investment banking, and corporate development teams of all sizes to better allocate their time and more effectively validate their prospecting decisions.”

SourceScrub’s data – which is comprised of lists from over 20,000 sources including industry conferences, buyers guides, fast growth publications and market maps – is increasingly sought after by business development and deal professionals for its support in prospecting and diligence activities across the M&A ecosystem.

Through the integration, DealCloud customers can leverage SourceScrub’s private company data using industry-specific data points, such as ownership and size, along with C-level contact information. SourceScrub employs advanced search logic and technology to narrow or widen searches and is fully equipped to export lists via Excel.

“Capital is still a commodity [this far in 2019] and the market remains competitive as ever. SourceScrub provides investment professionals and bankers with relevant private company information that they would otherwise spend countless hours gathering themselves,” said Tyler Fair, CEO and Co-Founder of SourceScrub. “Even if you aren’t a ‘sourcing shop,’ you can utilize SourceScrub simply to identify other assets in a space allowing you to build market landscapes and evaluate an opportunity in real time.”

Over 500 principal investing firms, investment banks, and operating companies rely on DealCloud’s solutions for storage of proprietary data, deal sourcing, origination and deal management. In addition to SourceScrub, DealCloud has data partnerships with Pitchbook, DataFox, and Sutton Place Strategies.

About SourceScrub, Inc.

For M&A business development, SourceScrub provides research and information management systems that incorporates thousands of online sources from trade show exhibitor lists to industry buyers’ guides. SourceScrub is working 24/7 to ensure we offer accurate and current data for prospecting investment opportunities. Our sourcing data and prospecting tools promise to save time and increase deal flow.

For more information, please visit www.sourcescrub.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 “BRG Capital Advisors, LLC (BRGCA) Deploys DealCloud”

BRG Capital Advisors, LLC (BRGCA) Deploys DealCloud

BRG Capital Advisors, LLC (BRGCA), a New York-based provider of strategic advisory services including mergers and acquisitions, balance sheet restructuring/recapitalization, growth equity and debt placements, has deployed DealCloud. BRGCA is the broker–dealer affiliate of Berkeley Research Group (BRG), which has more than 1,100 professionals in over 40 offices around the world. BRG has global experience and teams dedicated to industries where the firm’s track record and depth of understanding are among the best in class.

“DealCloud was the obvious choice for BRGCA. It’s a true end-to-end solution that solves the major issues with managing deal execution,” said Roger Johnson, a Managing Director and BRGCA Executive Team member. “With deal teams in five cities, we can work seamlessly across a single platform.”

“We are thrilled to have the BRG Capital Advisors team as a DealCloud client, and we look forward to helping them leverage our platform for their business development and deal management needs,” says Ben Harrison, DealCloud Co-Founder and Chief Revenue Officer. “We are poised to support more middle market investment banks like BRGCA in 2019 and for many years to come.”

About BRG Capital Advisors, LLC

BRG Capital Advisors (www.BRGCA.com) is a US-registered broker–dealer and member of FINRA and SIPC. Its seasoned investment bankers have worked on a wide variety of transactions for financial institutions and corporate clients. BRGCA is an affiliate of Berkeley Research Group (www.thinkbrg.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, banks, private and publicly traded companies, debt capital, and other investors. For more information, visit www.dealcloud.com.

0 comments on “DealCloud Winter 2019 Events”

DealCloud Winter 2019 Events

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

ACG OCACG OC – 17th Annual Private Equity Mark  etplace Deal Flow & Wine Tasting, Wednesday, January 16th, Orange County, CA

ACG CH.gifCharlotte Private Equity Review: PE-backed CEOs, Thursday, January 17th, Charlotte, NC

EXP.png    An Exponent Evening, Thursday, January 24th, New York, NY

STERN.png     Private Equity Club at NYU Stern, Friday,  February 22nd, New York, NY

SuperRetrun INSuperReturn International, Tuesday, February 26th  –  Friday, March 1st, Berlin, Germany

PEI The 4th Annual Benelux Private Equity Conference, Thursday, March 7th, Amsterdam

ROTH  31st Annual ROTH Conference, Sunday, March 17th –  Tuesday, March 19th, Orange County, CA