Expertise

DealCloud
Services

We are DealCloud's most experienced migration, implementation and integration partner.

We are privileged to have a genuinely unique partnership with DealCloud, which has allowed us to develop unparalleled expertise in our DealCloud Services Practice. In 2018, DealCloud grew significantly, but they found themselves without the right level of skilled, in-house technical capability. They asked us to provide this. Since then, we have provided resources to work directly with the DealCloud implementation teams, delivering over 90 projects across EMEA and the US, including deeply complex projects for some of their largest clients. We have an unrivalled exposure to the platform which we use with our clients.

Our DealCloud Services

Advisory
Solutions

Using our vast experience to advise on best practice and how to best utilise the platform to meet a client’s needs.

Data Model Review, Design and Redesign

Optimisation, harmonisation and future-proofing of the underlying data model, with experience gained from years of delivering successful outcomes.

Zero Downtime
Data Migration

Leveraging the experience of 90 DealCloud data migration projects we understand exactly how to deliver a successful DealCloud migration.

Site Configuration
Mappping

Business facing requirements gathering, developing new and existing platform functionality to meet needs.

Process
Optimisation

Defining and improving the underlying process, then accurately mapping and harmonising processes within the platform to reflect best practice.

Report Development
and Redevelopment

Customised report and dashboard development and re-development. 

Integration with
Other Systems

Integrating DealCloud with other platforms and data sources.

Data Warehouse
Integration

Integrating DealCloud with data warehousing architectures.

Data
Governance

Implementing clear and concise governance frameworks and documenting processes to ensure long-term success.

Since 2018, it|venture has been integral in supporting the growth of DealCloud’s professional services capability. Having contributed to the success of more than 80 of our largest implementations, the it|venture team has an unparalleled technical knowledge of the DealCloud platform and a unique capability in implementing and integrating it. Not only do we engage it|venture ourselves to augment DealCloud’s delivery teams, we also highly recommend their services to our client base.

Relevant DealCloud Engagements

Bridgepoint

PE and Credit

We were engaged to assist Bridgepoint with the implementation of the DealCloud platform across their PE and Credit business. Against a very tight implementation timeline our team worked closely with Bridgepoint to define and document the processes and build requirements, then oversee the implementation, testing and data migration process. Our involvement significantly reduced the burden on Bridgepoint’s limited internal capacity, minimised the DealCloud implementation team cost and allowed the go-live deadline to be achieved successfully.

US Top 5 Alternative Asset Manager

45 Team/1,000+ User Firmwide DealCloud Reimplementation

The firm had implemented DealCloud without external support, resulting in a platform which was unable to support the needs of the business. it|venture was engaged to lead the reimplemention of the platform across 45 teams and circa 1,500 users, leveraging our vast experience to rebuild the entire data model, reducing user entry fields by 60%, and build new functionality and simplified firm wide reporting that meets the complex needs of this extremely large and diverse business.

Triton Partners

PE and Credit

Our two-year on-going engagement with Triton has included a phased roll-out of the DealCloud platform to new teams and business units, developing bespoke functionality that pushes the boundaries of what is possible in the platform, while ensuring a consistent data model is maintained. We have also developed and facilitated integrations with DealCloud and other business systems including Investran and Seismic, while advising on the overall data structure and best practice approach

$25bn NYC Based

PE Investment Management

We were engaged to review the client’s implementation of DealCloud and identify a programme of work to identify and address a series of post implementation failures. We leveraged our industry expertise to quickly understand the client’s business and determine that this hadn’t been understood by the vendor team, leading to a poorly built site. Work to address the shortcomings included the rebuild of core objects, the remapping of data and the roll out of new fit for purpose reporting. 

US and Europe

Multi-Strategy PE

We were engaged to support the client in the pre-go-live site refinement, data migration and testing phase of their DealCloud implementation. Working closely with the client teams our consultants were able to accurately document and test to ensure all required functionality had been provisioned, together with testing and refinement of the data migration exercise performed by DealCloud. Following go-live our team was retained to provide post go-live hyper care support and user training to ease adoption.

DealCloud Service Engagement Models

Project Based Resourcing

Clients that require assistance to deliver a dedicated project, for example the roll-out of new features, the analysis and revision of the site’s data model, the rebuild of existing features or processes, or the on-boarding of new teams.

Following scoping sessions, a documented scope will be agreed with the client and a commercial proposal provided. Once agreed we will provide dedicated project resourcing with the appropriate skillsets to deliver the project working closely with the client’s internal team and business users to ensure success.

Retained Service

Clients that require access to consistent resourcing to provide support and delivery for the DealCloud platform. Typically, our team will supplement the client’s internal capacity to provide best practice advice and technical delivery of any changes that are required.

Resourcing is agreed on a per month basis with time allocated to the client that is utilised over the course of the month on a scheduled basis. Depending on the level of assistance required we can provide everything from full time equivalent resourcing through to one day a week of resourcing.

Ad Hoc Support

Clients that do not have a major project or roadmap to deliver against but require ad-hoc assistance to deliver smaller changes or supplement internal capacity.

You will be assigned an account manager who will coordinate providing ad-hoc access to resourcing as requests are made for support. The account manager will seek to provide access to a consistent pool of resources throughout the project, however we are unable to provide guaranteed access to consistent resourcing under this model. There may therefore be delays in the resource’s ability to deliver against tasks/limitations on the amount of time available/ability to attend meetings without fore-warning and notice.

Case Study

Desiging and implementing streamlined data architecture in DealCloud

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