Case Study: Alpine Pacific Capital achieves a larger deal pipeline and improved efficiency with Smartsheet

Alpine Pacific Capital puts more deals in the pipeline with Smartsheet

Alpine Pacific Capital is a small, fast‑growing private equity firm with offices in Orange County and Seattle that needed a simple, adoptable platform to coordinate deal flow, due diligence and portfolio communication. Having tried Salesforce, OneNote and Access, the team found those tools too complex or poorly adopted, leaving them stuck with multiple spreadsheets and inefficient, uncollaborative processes.

They implemented Smartsheet for centralized workspaces, templates, R/Y/G status indicators, real‑time file sharing and collaborative due‑diligence checklists, plus internal budgeting and contact databases. The result: streamlined pipeline management, faster onboarding of new deals, better internal organization and accountability across teams and portfolio companies — enabling the firm to operate more efficiently and put more deals into the pipeline.

Alpine Pacific Capital

Todd Marker

Co-founder and Partner