Platform implementation
Structured DealCloud and Intapp delivery, from requirements and configuration through migration, testing, and rollout.
Technology services for private capital and advisory firms
Financial technology, implemented with precision.
We implement and optimize DealCloud, connect critical data, and deploy practical automation for firms where execution matters.
- Private equity
- Private credit
- Investment banking
- Asset management
Selected engagement
Paine Schwartz Partners
DealCloud implementation for business development and capital markets.
Capabilities
The systems behind better execution.
Technology should reinforce the way your firm sources, evaluates, executes, and reports. We make that operating model tangible.
Data and integration
CRM architecture, APIs, data quality, and reporting foundations built around the way your teams operate.
AI and automation
Practical workflows selected for operating value, with the controls and integration required for responsible adoption.
Managed optimization
Ongoing platform ownership that improves performance and adoption as your firm and strategy evolve.
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
Former DealCloud and Intapp leader with experience across private equity, investment banking, and asset management.
Alex Corredor
Head Engineer
Leads CRM integrations, data architecture, and API-driven workflows for enterprise clients.
Sara Bloom Gardner
Director, BD & Marketing
Leads business development, partnerships, and market strategy across LEDA engagements.