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Argonaut Private Equity Selects DealCloud

Argonaut Private Equity, a Tulsa, OK-based private equity firm committed to creating opportunities, investing in transformational growth, and delivering valued solutions, has selected DealCloud.

With over 100 investments, Argonaut has fostered an ongoing network of global relationships to discover and partner with best-in-class management teams, applying its experience and strengths to deliver solutions, generate value, and propel growth. Argonaut is currently investing through Argonaut Private Equity Fund IV LP which was raised in 2018.

“Argonaut has certainly been busy over the years, with over $3 billion of capital deployed in direct investments since 2002,” says Ben Harrison, DealCloud’s Chief Revenue Officer. “We’re proud to provide such a power-house firm with a unified deal and relationship management platform that will help sustain and propel their growth in the years to come.”

About Argonaut Private Equity

Argonaut understands the unique needs of individual businesses that operate in the central region of the United States and other underserved markets. Argonaut partners with companies to develop a strategy for accelerating growth and enhancing operations. Leveraging the collective strength of its historical investment experience, industry advisors, current portfolio companies, and affiliates, Argonaut looks to share resources, best practices, and key relationships between investments to create synergistic opportunities across the following sectors: energy services, manufacturing, and industrials. For more information, visit: www.argonautpe.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.

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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.

The Impact of Purpose-Built Technology Platforms on Capital Markets Professionals

Throughout my life, I’ve always gotten really excited about the latest and greatest technologies. I remember thinking floppy disks were revolutionary. Now, neither my kids nor the junior analysts in my office even know what a floppy disk is, never mind the value it provided at the time.

It’s no secret that technological advances have made a huge impact on the way we work. In fact, a recent study by The Association for Financial Markets in Europe (AFME) found that 90% of people agree that the key skills required by the workforce of the future will be increasingly relationship-based and technology-enabled.

For many private equity, investment banking, investor relations, and fundraising professionals that I speak to, the relationship aspect of their job is easy – and the technology-enabled aspect is the challenge. No matter how hard they try, there seems to always be a gap between their expectations for the technology solution and reality. From where I sit, that gap is caused as they try to force and stretch generic technologies to do things it simply wasn’t built to do. 

In an industry as convoluted as private equity or investment banking, internal technology solutions need to be purpose-built and easily configured to meet the unique needs of your firm. Not having that flexibility can prove costly in terms of both time and resources.

In this article, we examine the four key benefits of leveraging purpose-built technology and why it’s important to seek out companies that have made it their mission to tackle your challenges.

Be more competitive

Given the increasingly crowded field of capital market participants, firms need to leverage technologies that help them track their unique KPIs and long-held relationships. Without a purpose-built technology to help you do that, firms are left guessing which initiatives helped them win deals and which wasted time and money.

Certain closely-held relationships cannot be disrupted, but given the vast pool of players in the market, purpose-built technologies are pivotal in ensuring that important contacts get the attention they need. Best-in-class firms also use these technology platforms to catalog historic data about portfolio companies and management teams and leverage predictive analytics to assemble call lists. The competitive advantage of these initiatives is undeniable. It simply provides more shots on goal, and leads to fewer failed deals.

Attract and retain talent

The future leadership of your firm are members of Generations Y and Z. They grew up in a connected, collaborative world, and expect to spend their days working with market-leading technologies that help them innovate and drive value.

It’s important that firm leadership invest in the technologies that were built with the day-to-day activities of all team members – from Analysts to Partners – in mind. Not doing so will leave employees unengaged, less invested in the long-term goals of the organization, and more likely to leave in search of a better, more tech-enabled environment.

Operate more efficiently

Purpose-built technology helps capital markets professionals make better use of their time through automation and configuration. Formalizing your investor relations practices? Let your technology tell you which LPs need attention. Just increased your headcount? Create a dashboard so that you can view the day-to-day activities of each of your team members. Want to spur new portfolio company growth? Allow the technology to alert you to new bolt-on opportunities or market movements by competitors.

With hundreds of business development activities occurring in a given month, even small and boutique firms need to move their data out of Excel spreadsheets and Outlook emails, and into a purpose-built technology platform. No matter the size of the team, the firm needs the ability to export complex reports with multiple data sets in order to share it with colleagues, portfolio companies, partners, investors, and others. Without this capability, the firm will spend exorbitant amounts of time searching through files and pouring information into custom, underdeveloped reports.

Manage risk

Given all of the technology solutions available in 2019, how can you rationalize the potential risks associated with storing all client interactions, client preferences, commitments, etc. in an Excel sheet or generic system? The obvious risks of data loss and manipulation is enough to keep most investors and bankers up at night, and the reputational risk is high, too. 

If your firm is searching for technologies that will help your team stay competitive and compliant, then it needs to find one that can solve for both. 

Conclusion

The financial services industry has come a long way since the days of the floppy disk. There are a great many technological advances to be admired in the past several decades, but purpose-built technologies are uniquely suited to provide capital markets professionals with the support they need. When leveraged properly, purpose-built technologies enable private equity, investment banking, investor relations, fundraising, and corporate development professionals to get the job done right.

It’s time for capital markets professionals to accept the complexities of the industry and choose to leverage only those technologies that are squarely focused on helping move the needle.

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.

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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 Differentiator – Advanced Search”

DealCloud Differentiator – Advanced Search

This should sound like a familiar scenario: you remember a colleague talking about a conference she attended months ago with companies in the Consumer Retail space. Since you are focused on Consumer Retail acquisitions at your firm, it is your responsibility to know all the companies in the vertical, even if you did not directly attend each conference. What do you do next?

If you are using a generic CRM, this means racking your brain to find the exact name of the conference, or bugging your colleague until she’s able to rattle off a few execs she remembered meeting so you can search those conferences and contacts. If you do not use a CRM, you will likely have to comb through hundreds of emails in Outlook, scrub through myriad folders in your network drive, or take the easy way out and pretend that conference never took place.

However if your firm leveraged DealCloud, our Advanced Search functionality would solve this issue for you instantaneously.

Type Ahead Search
DealCloud offers type-ahead search on every screen, to easily find what you need.

It’s as easy as clicking on the search bar in the center of every page, and starting to type. Upon entering “Retail” we now see a shortlist of all the results the system has automatically generated for you – sectors, companies, or conferences related to retail. Now you can simply click “Outdoor Retailer Summer Show 2018”, which was the conference your colleague attended a few months ago, to easily see all the companies present.

Advanced Search in DealCloud enables you to search across the entire database in a matter of seconds, saving you time and effort in finding the exact piece of information you need. This includes reading through subjects and bodies of emails, business descriptions of companies, or even the contents of any document or attachment.

Through Optical Character Recognition (OCR), our advanced search function reads through the entire site’s data to return what you need. Additionally, while many systems require an exact keyword match, our search bar employs contains logic. No need to remember specific names or companies. Simply begin typing “Retail” to return any record or document that contains the keyword.

Another important feature of Advanced Search is to organize results when querying across the full database. We initially only see the most popular entries in the Quick Search pane, however if we want to see more, scroll down and click “View all results”.

Search Detail.png
DealCloud organizes search results for you and gives your the ability to expand search results as well.

We now have access to all the results for “Retail” across the database. Rather than see all 2,100 records, you can specify which lists you are specifically interested in – in this case Emails, Capital Providers, or Notes that have any mention of “Retail” in the title, note body, or tag. Additionally, through the flexible configuration engine you can determine which default record types appear in the quick search results pane versus the full results page.

Advanced Search
Advanced search allows you to narrow down your results to hone in on what’s important to you.

Searching is a critical piece of any software, but it becomes even more meaningful when deal professionals are managing numerous connections, conversations, and processes. You need the capability to conduct advanced searches to not only return what you are looking for, but save you time and effort in the process.