How Denning & Company reduces time spent on manual daily activity by 50%

The solution

Since deploying DealCloud, Denning & Company has optimized the following areas of the business:

• Fundraising: Denning & Company creates curated contact lists in DealCloud and conducts outreach with their quarterly newsletter via DealCloud’s integrated email marketing automation solution, Dispatch. Using these curated lists — such as names of investors who have declined prior funds — Denning & Company are able to leverage their newsletter as a touchpoint with investors when thinking ahead for future fundraising. Using DealCloud, Denning & Company also creates dashboards and charts to visualize how many investors declined and why — helping with the next fundraise and follow-up.
• Marketing: Denning & Company leverages Dispatch, DealCloud’s integrated email marketing automation solution, to send newsletters and track email engagement and analytics.
• Relationship management: The team at Denning & Company nurtures complex relationships with LPs, GPs, and potential investors. They leverage DealCloud’s Microsoft Outlook email integration to track interactions including cold emails, calls, and meetings.
• Reporting: The team at Denning & Company builds custom monthly and quarterly pipeline reports, fundraising pipeline reports, and meeting reports in DealCloud. The reports include data such as how many meetings they’ve held to date, how many emails they’ve sent on a client’s behalf, and other key metrics to provide their clients with a full scope of activity.
• Third-party data integration: Denning & Company uses DealCloud’s integrated third-party data management solution, DataCortex, to populate its records with verified data from PitchBook. This integration enables their team to seamlessly look across both their proprietary and PitchBook’s third-party intelligence to ensure that decisions are made based on comprehensive, up-to-date information.