Yellow Wood Partners, LLC Implements Private Equity DealCloud SaaS Platform

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Yellow Wood Selects and Implements PE DealCloud for managing an expanding pipeline and supporting its portfolio companies post investment.

DealCloud, LLC is pleased to announce that Yellow Wood Partners, LLC, a Boston-based private equity group founded in 2009, has selected DealCloud, LLC’s PE DealCloud SaaS Platform to support its fund operations and to add further value to its investment portfolio. Yellow Wood diligenced a number of CRM solutions but chose to select PE DealCloud because, according to Yellow Wood Principal Tad Yanagi, “the functionality needed to run a private equity firm came standard. There was no need for a significant customization or implementation effort. Competitive solutions would have required significant customization for Yellow Wood to be successful.” After a brief trial, Yellow Wood worked with the DealCloud team to convert and import its data, and attended two on-line training sessions to get comfortable with the platform. From there, the team was fully enabled and began utilizing PE DealCloud in the day-to-day operation of their business.
As Yellow Wood has become proficient on the platform, they remain impressed at how quickly the system can be tailored to match their firm’s proprietary processes and nomenclature. Yanagi states, “The benefits of PE DealCloud are increasingly apparent as we learn the advanced capabilities of the platform and continue to configure the application around our already established internal processes.” Yellow Wood’s PE DealCloud solution includes tweaks to address the firm’s industry specific approach to sourcing and managing deal flow.

Yellow Wood prides itself on building businesses by operating them better. PE DealCloud has become an enabler for this vision through Yellow Wood’s use of its advanced Portfolio Company Management module. In addition to tracking interactions with company management and maintaining an indexed library of legal and operating documents, PE DealCloud allows Yellow Wood to track and manage strategic initiatives that its operating partners lead on behalf of portfolio companies. With the click of a mouse, Yellow Wood can quickly print a project portfolio that shows where they added value, any service providers that they may have partnered with on the project, and any tangible results of the project. This becomes a powerful tool for Yellow Wood in tracking and communicating the success of its operational approach to building and growing great businesses.

DealCloud is excited to add Yellow Wood to its growing base of users. “We are privileged to have such an experienced group of operators using the PE DealCloud platform and look forward to serving Yellow Wood’s future needs. This has been a great partnership for us as Yellow Wood has provided a number of suggestions on how we can make the PE DealCloud functionality even more robust. We are working with this feedback and look forward to including it in our upcoming product releases.” stated Ben Harrison, President of DealCloud.

About Yellow Wood Partners, LLC:
Yellow Wood Partners, LLC was founded in early 2009 by Dana Schmaltz and Peter Mann, two seasoned executives with deep experience investing in and then operating consumer packaged goods businesses. Since its founding, Yellow Wood partners has investigated and diligenced dozens of consumer products transactions, the largest of which was the creation of Blacksmith Brands which consisted of five well known consumer Over the Counter (OTC) brands that were purchased from Johnson & Johnson. Yellow Wood Partners remains focused on finding strong brands and companies in the Consumer Sector with a strong emphasis on Consumer Packaged Goods. Yellow Wood’s current fund, when fully deployed, will encapsulate a portfolio of companies with a combined enterprise value approaching $1 billion.

About DealCloud, LLC:
DealCloud was formed in 2010 by a passionate team with deep private equity, technology, and operating experience to bring technology-enabled products and services to the private equity, investment banking, and lending community. DealCloud launched its flagship PE DealCloud product in early 2011, and plans to release its self-entitled, ‘DealCloud’ platform later this year. With offices in Raleigh and Charlotte, North Carolina, Geneva, Switzerland, and India, DealCloud is positioned in large financial and technology centers worldwide offering hands-on sales, implementation, and ongoing support.

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Lucy Barber
DealCloud LLC
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