In the second instalment of Unquote's Out-of-Office series, PAI Partners principal Max Harrington explains how DealCloud has transformed the firm's working patterns.
Harrington talked to Unquote about how everyday working life 12 months ago entailed navigating a complicated ecosystem of applications, people and spreadsheets. But since implementing DealCloud as PAI's internal operating system a year ago, the firm has seen greater efficiency and better access to institutional information.
He went on to say that because all interactions and meetings notes are now filed on the system, the information feeds into a range of analytics that is hugely beneficial: "We can track our deal pipeline, we can look at staffing, we can look at loan allocation, a whole variety of different things that are all on one platform. Everything that was previously disparate and held on different spreadsheets is now integrated on one system so we can work more efficiently."
This video was produced in association with DealCloud