Sienna Investment Managers selects DealCloud as its CRM

Sienna Investment Managers selects DealCloud as its CRM

Sienna Investment Managers, the alternative investment platform of the publicly traded investment holding company GBL (Groupe Bruxelles Lambert), has selected DealCloud as its global Customer Relationship Management solution (CRM) to support alternative investment management businesses. Sienna Investment Managers will leverage DealCloud as its single source of truth for pipeline management, investor tracking, and deal management. Sienna Investment Managers recently acquired new businesses, and with DealCloud, the firm will be able to manage their integration and develop synergies between them using one single platform.

Floris van Maanen, Managing Partner Sienna Real Estate

“We are pleased to launch together with DealCloud, our first CRM solution symbol of our growth and integration.” said Floris van Maanen, Managing Partner at Sienna Real Estate. “The new CRM will bring a 360° view on the investors and deals. It is the first milestone of a bigger picture, that we will integrate incrementally on our new business lines. We are confident that DealCloud will accompany us in our growth and provide a solution that reinforces our productivity.”

Sébastien Lesueur, Chief Technology and Information Officer Sienna Investment Managers

DealCloud will serve as Sienna Investment Managers’ first CRM and the firm plans to go live on DealCloud in Q1 2022, starting with the real estate and private credit activities and then implementing its other businesses in increments. The firm will begin by leveraging DealCloud’s investor and deal pages and using them to match the best deals with the best investors. The firm will be transitioning from using spreadsheets, emails, and ad hoc in-person knowledge sharing to leveraging one common tool. Later, the firm intents on using DealCloud for its fundraising activity and portfolio management. For Sienna Investment Managers, DealCloud will serve as a first symbol of unity and provide them with 360-degree view of pipeline, investors, and investor touchpoint activity.

In addition to serving as a single source of truth for deal, pipeline, and investor management, DealCloud will also enable Sienna Investment Managers to increase performance and daily tasks, create consistent knowledge sharing across groups, and serve as a centralized location for specific master data management. The firm also plans to integrate with third-party systems in the near future.

“We’re excited to partner with Sienna Investment Managers to provide technology solutions that will enable them to create unity across the firm with the new companies they have acquired,” said Mike Santos, Vice President, EMEA Client Development at DealCloud. “DealCloud will provide Sienna Investment Managers with a complete picture of investors and deal activity. Our technology will help Sienna Investment Managers migrate from relying on spreadsheets, email and in-person knowledge sharing to becoming one connected firm.

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About DealCloud

DealCloud, an Intapp company, provides a single-source deal, relationship, and firm management platform that enables firms to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit dealcloud.com.

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About Sienna Investment Managers

Sienna Investment Managers, a platform for alternative investments and real assets and a wholly-owned subsidiary of GBL operates in Luxembourg, London and, as of spring 2021, in Paris, Hamburg, Amsterdam, Madrid and Seoul.

Sienna recently acquired L'Etoile Properties, an asset manager specialized in real estate. Sienna manages €10 billion (of which €2.9 billion is in permanent capital or NAV) on behalf of its shareholder GBL as well as international clients, primarily through real estate assets, investments in private market funds and direct equity investments in unlisted companies.

Sienna recently announced that it had entered into exclusive negotiations with Malakoff Humanis to build a strategic partnership that would result in, among other things, the acquisition of a majority stake in its management company MH GA, and also with Acofi Gestion, specialist of corporate, real estate and renewable energy private debt.

For more information, visit www.sienna-im.com.

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Many thanks to the Maestis consultants for their support on the project

Xavier COLLOT

Managing Director Listed & Hybrid Asset Sienna Investment Manager

2 年

??Sébastien Lesueur

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