How Boyne Capital expands day-to-day efforts with Intapp DealCloud

Founded in 2006, Boyne Capital is a South Florida-based private equity firm focused on investments in lower middle market companies.

The Challenge

Prior to partnering with DealCloud, Boyne Capital worked with a local service provider to configure its generic CRM platform. At the time, the Boyne Capital team was unable to complete configuration of their system and all changes had to be made by their CRM vendor. This roadblock meant that Boyne Capital leveraged its CRM system solely as a deal-tracking database. After investing time and energy into retrofitting a generic system that only marginally fit the firm’s needs, it became clear to the Boyne Capital team that a purpose-built, industry-specific technology would provide additional value across the organization as a management tool. This led them to implement DealCloud’s software, which is purpose-built for private equity firms like Boyne Capital.

The introduction of DealCloud has had a remarkable influence on how Boyne Capital performs, day to day. We’re able to organize our efforts efficiently and save time to focus on what we primarily do: partner with business owners to help them grow their businesses

Derek Wardlaw, Vice President Business Development, Boyne Capital

The solution

Boyne Capital needed a highly configurable platform that would help its team increase transparency and efficiency. The DealCloud platform — designed specifically for private equity professionals — enabled Boyne Capital to streamline many of its day-to-day tasks.

  • Resource Allocation: Using DealCloud, the Boyne Capital team captures important updates and information, which they can easily review via autogenerated reports. The team uses up-to-date data to more efficiently allocate time and resources. Boyne Capital leverages DealCloud’s dashboards to view team members’ key performance indicators across the entire business.
  • Relationship Management: Leveraging DealCloud, Boyne Capital manages relationships with many types of institutions. The Boyne Capital team records interactions and other relevant information in DealCloud, and the software pairs that data to individual contacts. With this system in place, Boyne Capital’s team better executes its outreach efforts.
  • Reporting: DealCloud’s reporting functionalities help Boyne Capital dynamically create custom reports in real time. Using these reports, the team can rely on a single source of data to review and evaluate what actions they should take and which resources they must allocate. The Boyne Capital team can now easily consolidate its reporting into customized and autogenerated views.

Partnering for success

  • Single source for data
  • Purpose-built for private equity
  • Configurable platform
  • Dedicated account management and client success teams

Executive Summary

  • Reduced preparation time of periodic reports
  • Consolidated reporting with custom views
  • Created custom dashboards
  • Increased transparency across the firm