Platform implementation
Plan, configure and deliver DealCloud to fit your processes, with a focus on adoption and measurable impact.
Technology services for private capital and advisory firms
Financial technology, implemented with precision.
- Private equity
- Private credit
- Investment banking
- Asset management
- Venture capital
We implement and optimize DealCloud, connect critical data, and deploy practical automation for firms where execution matters.
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Paine Schwartz Partners
DealCloud implementation for business development and capital markets.
Read announcementCapabilities
The systems behind better execution.
We help private capital and advisory firms get more value from their technology through focused implementation, integration and ongoing optimization.
Data and integration
Connect your data across systems, entities and strategies to create a single source of truth.
AI and automation
Streamline workflows with practical automation and AI, so your teams can focus on what matters most.
Managed optimization
Evolve your platform over time with continuous improvement and expert support.
How we work
A clear path from operating requirements to adoption.
- 01 Assess
- 02 Design
- 03 Deploy
- 04 Optimize
Team
Senior expertise, close to the work.
One team across strategy, platform, and execution—from the first operating question through post-launch improvement.
Marika Crowe
Founder
Financial technology and investment professional with nearly seven years guiding DealCloud and Intapp initiatives for private equity, investment banking, and asset management firms.
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Alex Corredor
Head Engineer
Enterprise software engineer translating complex requirements into CRM integrations, scalable data architecture, and API-driven workflows.
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Sara Bloom Gardner
Director of Business Development & Marketing
Partnership and brand strategist experienced supporting private equity groups and operating companies across a broad range of sectors.
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