Connect in action

Market
Data
Integration.

Connect has been developed to address the challenges that many Private Capital Market firms experience in how they handle their data.

Connect transforms how private capital firms manage and utilise market data, turning it into a strategic asset that drives more effective deal sourcing, due diligence, and investment strategy development.

The benefits at a glance.

Connect brings numerous benefits when it comes to integrating market data, but here are what we believe to be the top three:

Operational efficiency

Automates and simplifies the process of integrating external market data into CRMs. Reduces the time and resources spent on manual data management, allowing teams to focus on strategic initiatives.

Strategic
Advantage

Provides access to critical market insights, enabling faster and more informed decisions, thereby improving business performance.

Business
Development

Now CRM can access insights into industry developments, emerging trends, and comprehensive financials of private companies to aid in nurturing client relationships and identifying new business opportunities.

The market data systems we integrate with.

Connect imports data from a huge range of sources, and pushes it to a wide range of platforms. Here are some of the many sources and solutions we work with:

Connect by it|venture Logo

Entity Management System example.

Step 1

The Deal Origination Team identifies an opportunity and enters the deal into DealCloud

Step 2

The Deal Origination Team identifies an opportunity and enters the deal into DealCloud

The update is automatically synchronised with the Portfolio Monitoring Software, with all changes reflected. This eliminates the traditional manual update process of 1 hour.

Step 3

As the teams add information to deals, Connect keeps all platforms fully updated.

The automation ensures that all teams always work with real-time data, removing the risk of errors. This saves 4 hours a week on updating and verifying and 1 hour of team communication time.

Market data integration example.

To provide an example, the following shows Bloomberg integration into DealCloud. Just hover over the box to find out the benefits.

Bloomberg Data Ingestion

Process
Connect automates the ingestion of external Bloomberg data into DealCloud.

Benefits

Reduces the time spent on data entry, improves data quality and eliminates potential for human error.

DealCloud
Integration

Process
Connect ensures that Bloomberg data is now seamlessly integrated with DealCloud.

Benefits

Eliminates the need to switch between systems, ensures consolidated data, and allows for DealCloud users to access Bloomberg data in their native platform.

Data Access &
Utilisation

Process
With market data available in DealCloud, dealmakers can access a wealth of information.

Benefits

Enables effective sourcing and execution of deals and the development of investment strategies.

Administrative Efficiency

Process
Connect ensures that DealCloud is continuously updated in real time with latest data.

Benefits

Reduces the need for manual updates (allowing people to focus on higher value tasks),.