Prior to deploying DealCloud, professionals at HCAP Partners managed relationships using a generic CRM and tracked their deals in disparate spreadsheets. As the firm scaled and raised larger funds, HCAP Partners realized that it needed purpose-built technology that would enable greater sophistication in its tracking and outreach processes. This business need led HCAP Partners to implement DealCloud, which is custom-fit for the complex relationships and deals of private equity firms.
Below, we offer an in-depth case study that showcases how HCAP Partners leverages DealCloud’s technology.