Case study

How PAI Partners maximizes efficiency and transparency with custom dashboards

  • Financial Services
  • Private capital
  • Intapp DealCloud

PAI Partners is a European private equity firm headquartered in Paris, France. The firm focuses on making controlling investments in leveraged buyouts of mid- to large-sized European companies which are leading brands in their market.

Prior to implementing DealCloud, PAI Partners was using a proprietary web-based portal to manage their deal pipeline, and leveraged Microsoft Outlook to manage contact information for clients and prospects. PAI Partners realized that the technology was adequate, however, they recognized that if they wanted to further accelerate business, perform more advanced analytics, and operate more effectively, they needed a more powerful industry-specific solution that could meet their business needs. When it came time to formalize the deal and relationship management functions at the firm, the team at PAI Partners knew they needed a system that was built for their specific purposes.

Below, we offer an in-depth case study that showcases how PAI Partners more efficiently managed its pipeline and deal flow  by leveraging DealCloud’s technology.