0 comments on “Managing your pipeline using DealCloud’s Outlook add-in”

Managing your pipeline using DealCloud’s Outlook add-in

One of the most widely used feature of DealCloud is the ability to easily track emails, calendar events, and file attachments from your inbox into the platform using our add-in for Microsoft Outlook.

Many firms are also leveraging DealCloud’s Outlook add-in to help manage their pipelines. In working with over 450 clients we’ve developed some best practices to help you manage your pipeline, while minimizing the amount of input needed.

0 comments on “Pipeline Velocity: How Investment Banks Use Technology to Work Faster and Smarter”

Pipeline Velocity: How Investment Banks Use Technology to Work Faster and Smarter

Keeping an eye on the progress of each deal is a necessity in today’s complex investment landscape and is one of the best ways to avoid a deal falling apart unexpectedly. In this article, we examine ways every member of an investment banking team can leverage technology to increase visibility into any given deal cycle, and how to use that information to steer business development activities firm-wide.

0 comments on “Quad-C Selects DealCloud to Automate Its Deal Sourcing & Execution Efforts”

Quad-C Selects DealCloud to Automate Its Deal Sourcing & Execution Efforts

Charlottesville, VA (June 20th, 2016) – DealCloud, Inc. announced that Charlottesville, VA-based private equity firm Quad-C has successfully implemented its comprehensive deal management platform. Earlier this year, Quad-C selected DealCloud to implement software that enables the firm to manage front-office processes including fundraising campaigns, deal sourcing, pipeline management, intermediary coverage, and active investments. After a 6-week onboarding process, Quad-C has been live on the platform and continues to take advantage of DealCloud’s highly configurable framework to build out new functionality.

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3 Rivers Capital Goes Live on DealCloud’s Deal Management Platform

Pittsburgh, PA (May 23, 2016) – DealCloud, Inc. announced today that Private Equity Firm 3 Rivers Capital has implemented DealCloud to manage front office processes including intermediary and lender coverage, deal sourcing, pipeline management, and its portfolio of active investments.

0 comments on “Digital Currency Group Utilizes DealCloud’s to manage Bitcoin and Blockchain”

Digital Currency Group Utilizes DealCloud’s to manage Bitcoin and Blockchain

New York, NY (September 30th, 2015) – DealCloud, Inc. announced today that Digital Currency Group (DCG) has successfully implemented the firm’s leading venture and series seed pipeline and relationship management platform to support its investment efforts in the alternative currency and blockchain-based technology markets. Digital Currency Group is building and supporting bitcoin and blockchain companies through their insights, network, and access to capital, and will use the DealCloud platform to continue driving a disciplined investment strategy to identify promising young companies in this nascent industry.