Deep Water research

Net New Mid-Market PE DealCloud Hiring Manual CIM Data Entry January 2026 Prospect Candidates

Which specific named mid-market PE firms ($200M–$2B AUM) that are confirmed DealCloud users have posted job listings between October 2025 and January 2026 for deal-sourcing, analyst, or origination roles that explicitly mention manual CIM processing, data entry into DealCloud/CRM, or high deal-flow volume as core responsibilities — AND who are NOT connected to Jeremy Holland, Jonathan Zucker, Cheryl Strom, or Bob Landis, AND have NOT been identified in prior research cycles (exclude Aaron Polack/Lion Equity, Tony Hill/Trivest, Will Dowden/KLH Capital, Gerry DeBiasi/Kidd & Company, Brian Leiberman/Snowdon Partners, Carlos Soto/Comvest, Atlantic Street Capital, Duke Street, Boxwood Partners, Hovey Capital, PAI Partners, FMI Capital Advisors, Raymond James, Taylor Wessing, Russell Leupold/The Riverside Company, Jonathan Irwin/Duke Street) — so DeepSignal can identify 3–5 net-new prospects where active hiring for exactly the role DeepSignal automates signals both DealCloud integration surface and immediate pain, enabling January–February 2026 outreach to convert them into signed POC design partners before March 19?

Jun 30, 202632 sources reviewed

Executive Summary

  • Critical Evidence Gap: The current evidence dataset yields zero net-new prospect firms matching the positive criteria. No data was provided containing mid-market PE firms ($200M–$2B AUM) with recent job postings (Oct 2025–Jan 2026) indicating manual DealCloud CRM data entry or CIM processing bottlenecks.
  • Confirmed Exclusions - Jeremy Holland: Jeremy Holland and his primary firm, The Riverside Company, are confirmed as excluded entities [13], [23]. Furthermore, with over $10 billion in AUM, The Riverside Company exceeds DeepSignal’s $2B mid-market target threshold regardless of exclusion status [19].
  • Confirmed Exclusions - Jonathan Zucker: Jonathan Zucker and his associated advisory firms (Intrepid Investment Bankers / Oaklins) are confirmed as explicitly excluded from the outreach list [9], [16].
  • Strategic Recommendation: To secure 3-5 POC design partners before March 19, DeepSignal must initiate a net-new data ingestion cycle specifically indexing Greenhouse, Lever, and LinkedIn job postings for the Oct 2025–Jan 2026 window, cross-referenced with DealCloud’s published client roster in the $200M–$2B AUM tier.

1. Analysis of Target Market and Missing Positive Signals

The core objective of this research cycle was to identify 3–5 mid-market Private Equity firms for DeepSignal’s January–February 2026 outreach motion. The ideal target profile requires a convergence of three signals:

  1. Firm Size: $200M–$2B Assets Under Management (AUM).
  2. Tech Stack Integration: Confirmed DealCloud users.
  3. Active Pain Point: Job listings posted between October 2025 and January 2026 for origination or analyst roles explicitly citing manual CIM processing, high deal-flow volume, or CRM data entry.

Current Findings: The provided evidentiary dataset focuses entirely on establishing the negative boundary (who to exclude). There is no documentation within the current corpus detailing job postings, specific DealCloud operational bottlenecks, or new firm targets within the required AUM band. To prevent data hallucination, no net-new firms have been modeled in this report. DeepSignal must execute a secondary scrape targeting job boards to uncover the positive signals required for POC conversion.

2. Excluded Entities: Establishing the Negative Boundary

To ensure sales outreach does not overlap with restricted networks, the provided data establishes detailed profiles of the excluded individuals and their associated entities. DeepSignal SDRs must actively blocklist the following organizations and networks.

The Riverside Company & Jeremy Holland

Jeremy Holland is a specifically named individual to be avoided in DeepSignal outreach [2], [23]. Holland serves as a Managing Partner of Origination at The Riverside Company, a role he has held since 2010 [1], [38]. He focuses on sourcing deals in the Western Region of North America [20], [21] and co-heads the Riverside Capital Appreciation Fund (RCAF) strategy [40].

The Riverside Company itself is explicitly excluded from current research prospects [10], [11], [14]. Operationally, outreach to Riverside would be misaligned with DeepSignal's current targets for the following reasons:

  • AUM Misalignment: Riverside manages over $10 billion in assets, well outside the $200M–$2B AUM target for this POC [19].
  • Operational Scale: Since its founding in 1988, Riverside has made over 1,100 investments [32], [37] and maintains an international portfolio of over 140 companies [47].
  • Network Exclusions: Sales teams should also note Holland's prior affiliation with Vintage Fund Management [12] and his current role as Director of Facilities for CrossAmerica Partners LP (NYSE: CAPL) [22], [31], both of which should be flagged in outreach filters.

Intrepid Investment Bankers & Jonathan Zucker

Jonathan Zucker is another confirmed explicitly excluded individual [9], [16]. Zucker acts as a Managing Director and Head of the Capital Advisory Group at Intrepid Investment Bankers [7], [18], which operates as Oaklins Intrepid, a US member firm of the global Oaklins network [6], [15].

Zucker has over 15 to 20 years of finance experience [25], [27] and has executed capital raises across technology, consumer, digital media, and industrial sectors [36] (including a notable 2018 dividend recapitalization for American Logistics Company [45]).

  • Historical Affiliations: Zucker's blocklist profile should extend to his past employers, including U.S. Capital Partners (where he led the Los Angeles office), Credit Suisse, and FBR & Co. [24], [33], [34].

(Note for data hygiene: The dataset also identifies a "Jon S. Zucker," a healthcare lawyer at Sidley Austin LLP who graduated from Brown University and UPenn Law [8], [17], [35], [44]. While distinct from the LA-based investment banker Jonathan Zucker who holds an Economics BS from Wharton [42], [43], both profiles should be filtered out of CRM prospecting queues to avoid cross-contamination).

3. Firmographic & Signal Comparison

The following table highlights the severe divergence between DeepSignal's ideal POC target and the entities heavily documented in the current exclusion dataset.

Criteria Ideal DeepSignal POC Target The Riverside Company (Excluded) Intrepid / Oaklins (Excluded)
Outreach Status Net-New Target Excluded [14], [23] Excluded [16]
AUM Range $200M – $2B >$10 Billion [19] N/A (Investment Bank/Advisory) [7]
Tech Stack / Pain DealCloud CIM Entry Bottlenecks Unverified in dataset Unverified in dataset
Recent Hiring Signal Oct '25 – Jan '26 Origination Roles Unverified in dataset Unverified in dataset
Key Personnel Unaffiliated with exclusion list Jeremy Holland (Managing Partner) [4] Jonathan Zucker (Managing Dir.) [6]
Target Deal Size Mid-market EV under $400M [28], [41] Mid-market capital raises [36]

4. Limitations / Open Questions

This report operates under strict analytical constraints based solely on the provided evidence cards:

  1. Absence of Positive Hiring Signals: There is an absolute lack of data regarding job postings from October 2025 to January 2026. Without access to recent ATS data (Greenhouse, Lever) or LinkedIn job aggregates, identifying firms suffering from "high deal-flow volume" or manual "CIM processing" constraints is impossible.
  2. DealCloud Verification Gap: The evidence provided does not contain tech-stack intelligence. We cannot confirm DealCloud usage for any firms within the $200M–$2B AUM bracket without secondary intent-data providers (e.g., ZoomInfo, BuiltWith, or DealCloud's own case study publications).
  3. Next Steps: To achieve the goal of securing POC design partners before March 19, the research protocol must be amended to ingest unstructured text from job boards specifically searching for boolean strings such as ("DealCloud" OR "CRM") AND ("data entry" OR "manual" OR "CIM") AND ("origination" OR "analyst").

Sources