Hamilton Lane (Nasdaq:HLNE) is an alternative investment management firm that provides innovative private markets services to investors around the world.
Several years ago, Hamilton Lane set out to more effectively and methodically manage its relationship data. The firm’s three distinct investment teams – Fund Investments, Secondary Investments and CoInvestments – all had specific approaches and processes but overlapping relationships, so each leveraged different systems to track their deal relationship management. Teams across Hamilton Lane were using separate internal systems and processes, including email, internal tools, Excel spreadsheets and various databases to store their information. Hamilton Lane recognized that the teams needed a better solution to stay informed in real-time and better understand which clients, prospects and potential deal counter-parties were being contacted when and about what, instead of having information spread across different places.
Below, we offer a case study that showcases how Hamilton Lane overcame these challenges by leveraging the DealCloud technology.